The Purposeful Investor

Ask a question or send feedback Join Aden and David as they dive deep into the provocative concept of "dying with zero" from Bill Perkins' groundbreaking book. Discover how strategic spending, investing in experiences, and challenging traditional saving mindsets can help you live a more meaningful life. Learn practical strategies to balance financial security with creating lifelong...

Ask a question or send feedback Join Aden and David as they demystify private equity investing. In this episode, they explore the key differences between private and public investments, share a compelling case study of Virgin Australia's private equity transformation, and provide expert guidance on understanding this complex investment landscape. Learn about the potential benefits and risks,...

Ask a question or send feedback Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential...

Ask a question or send feedback Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning. Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigati...

Ask a question or send feedback Aden sits down with Kathryn Creasy, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits.  Whether you’re an expat, business owner, or building we...

Ask a question or send feedback Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor options, rent investing, and strategic purchasing.  0:00-5:00 Introduction 5:00-15:00 Perth Property Market Overview 15:0...

Ask a question or send feedback Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more. Join Aden and Capital Partners Managing Director, Charmaine Lamp...

Ask a question or send feedback Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising.  Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money,...

Ask a question or send feedback Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings. (02:00 - 07:00) What is the Division 296 Tax (07:00 - 12:00) Debunking myths...

Ask a question or send feedback Join Aden Wilkins in this bonus series, as he's joined by Michael Hayward, Principal Wealth Adviser at Capital Partners, shares his remarkable 20-year journey in financial planning. Discover how a chance encounter, a love for goal-setting, and a passion for helping others led him to become a trusted adviser. Michael reveals the secrets behind providing clients...

Ask a question or send feedback Join Aden Wilkins, Nick Menegola, and special guest former AFL player turned insurance broker Sam Menegola.  Sam shares his candid insights on navigating career transitions, maintaining personal identity, and finding purpose beyond professional sports.  Learn valuable lessons about self-discovery and prepare for life's next chapter through Sam's personal j...

Ask a question or send feedback Join us in the bonus series of The Purposeful Investor, where Aden is joined by David Rossbach, who shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice has shaped his career.  David opens up about mentoring, working with medical professionals, balancing fa...

Ask a question or send feedback Hosts Aden and David are joined by Nick Menegola and Dr Steve Garth. Together, they unpack the latest market volatility, trade tensions, and economic uncertainties.  Listen now to learn how to stay calm, make rational investment decisions, and understand the real story behind the headlines.  (05:00 - 15:00) Trade wars and market volatility (15:00 - 25:00) Market per...

Ask a question or send feedback Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth.  Learn from his experiences, including early investment mistakes, the importance of long-term thinking, and how David and his wife, Robyn, have approached financial planning. (02:35 - 06:16) Ea...

Ask a question or send feedback Joining us today is financial professional and wealth strategist Tim Andrew; that's right—David's son is here in the studio.  Tim shares his personal journey into financial literacy, providing a practical guide for young adults, from childhood money lessons at the dinner table to navigating the challenges of budgeting, property investment, and long-term we...

Ask a question or send feedback Join Aden Wilkins in this bonus series, as he's joined by John Ryan, senior wealth adviser at Capital Partners, who shares his fascinating career transformation from police officer to financial planner. Discover how personal experiences, critical thinking skills, and a passion for helping people led him to become a strategic wealth advisor.  John reveals insigh...

Ask a question or send feedback Aden Wilkins and David Andrew explore the psychology behind financial decision-making, drawing insights from Morgan Housel’s award-winning book, The Psychology of Money. They discuss key concepts such as why no one’s financial mindset is irrational, the difference between getting wealthy and staying wealthy, and why true wealth is often invisible.  They also explore...

Ask a question or send feedback In this special Adviser Profile Series, we sit with Kathryn Creasy, Head of Advice and Wealth Adviser at Capital Partners. Kathryn shares her career journey from marketing to stockbroking and eventually into financial planning. She reflects on the challenges and rewards of her role, the lessons learned along the way, and what she enjoys most about working with clien...

Ask a question or send feedback Mike Aitken , Founder of Magus Wealth in London, chats with your hosts, David and Aden about the key to good financial advice: getting to know clients. He put it this way: "If I don't understand where you want to go, why it matters to you, and what values are driving you, it's a bit like a Chinese takeaway. You eat it, but half an hour later you'...

Ask a question or send feedback Aden and David discuss their predictions for what likely won't happen in 2025. They dust off the crystal ball and share 10 forecasts that probably won't come true, including the unlikelihood of getting rich quick, accurately predicting market risks and opportunities and the ineffectiveness of Trump's tariffs.  Aden and David provide insights on the im...

Ask a question or send feedback David is joined by special guest Dr. Lewis Marshall , a longtime client of Capital Partners and his financial adviser, David Rossbach. Dr. Lewis Marshall looks back on his time as a doctor and his journey into retirement. He stresses how crucial it is to plan your finances, keep up with friends and family, and dive into hobbies you enjoy.  Dr. Marshall recounts his...

Ask a question or send feedback Aden and David sit down with Laura Tarbox, founder of Tarbox Family Office in Newport Beach, California. Laura shares her journey from the "dark side" of the financial industry to building a successful fee-only, fiduciary-focused firm. She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managing risk,...

Ask a question or send feedback Join Aden as he sits down with Denise Cheng, Equity Trustees' national Manager of Active Philanthropy, who shares her expertise on the transformative world of structured giving and philanthropy.   Discover how you can become a philanthropist, regardless of your wealth level, and learn about the growing movement of "Doubling Structured Giving" in Austr...

Ask a question or send feedback Join Aden, David and Capital Partners newly appointed managing director Charmaine Lamprecht, as they unpack their thoughtful approach to succession planning.  Hear Charmaine's inspiring journey from a curious traveller to a key team leader and how she and David have meticulously built a culture and team to ensure a seamless transition.  Discover the guiding pri...

Ask a question or send feedback Aden and David reflect on the key milestones and events of 2024. They discuss the firm's growth, team achievements, and personal milestones, as well as provide insights into the performance of financial markets and global events over the past year.  The hosts also share their gratitude for their clients and listeners and encourage everyone to adopt a mindset of...