The Purposeful Investor

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...

Ask a question or send feedback Aden Wilkins is joined by Capital Partners founder David Andrew and investment coordinator Nick Menegola to unpack the outcomes of the Trump presidency and the 2020 US election.  They discuss key policy proposals from the Trump administration, including trade, immigration, fiscal policy, and their potential impact on inflation and the US economy.  The conversation a...

Ask a question or send feedback Join Aden, David, and special guest Hannah Hardy-Jones from Contented AI as they explore the transformative potential of artificial intelligence (AI) and how it is reshaping businesses and the workforce.  Discover practical applications of AI, the economic and workforce implications, and the importance of balancing innovation with privacy and security. Hear real-wor...

Ask a question or send feedback In this episode, Aden is joined by David Andrew and wealth adviser Michael Hayward to explore the often overlooked but critical role of personal insurance in a well-rounded financial plan.  From life insurance to trauma and income protection, they discuss how these "necessary evils" provide a safety net for families facing unexpected health events or finan...

Ask a question or send feedback Aden and David discuss the importance of longevity risk - the possibility of outliving your investment assets in retirement.  They explore how life expectancies have changed over time, the concept of a "longevity mindset", and the challenges of balancing spending versus saving. They also cover the tools and frameworks that Capital Partners uses to help cli...

Ask a question or send feedback In this episode, Aden and David explore the critical issue of entitlement within affluent families. They are joined by wealth advisers John Ryan and Milena Konig to unpack the definition of entitlement, how it has evolved across generations, and the key role of family values and storytelling in developing a stewardship rather than an entitlement mindset.  They empha...

Ask a question or send feedback In this episode, Aden and his guests dive into a common investment question: "Why not just stick to an S&P 500 ETF and a bond ETF?"  Featuring insights from Nick Menegola and Dr. Steve Garth, they explore the importance of diversification, balancing growth and defensive assets, and why investing in global markets—including Australian shares—can offer m...

Ask a question or send feedback In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary.  David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to becoming a truste...

Ask a question or send feedback In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning.  They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the common focus on the...

Ask a question or send feedback In this episode,  Aden and David discuss key concepts from Morgan Housel's book "Same as Ever" that remain constant even in an ever-changing world.  They explore the idea that risk is often unforeseen, and the power of small, consistent habits compounding over time. The hosts also examine how expectations impact happiness more than reality itself.  Da...

Ask a question or send feedback This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful.  They discuss carving out time for strategic thinking, focusing on family, ensuring one&...

Ask a question or send feedback In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally.  Learn about the importance of continuous growth, transitioning from "lone wolf" to "pack leader", bui...

Ask a question or send feedback In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them.  David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out". They...

Ask a question or send feedback In this episode of The Purposeful Investor, hosts' Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets.  The conversation covers the ongoing battle against inflation and interest rates, the surprising resilience of the global economy,...

Ask a question or send feedback In this episode, Aden interviews Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all successful business owners have in common. Whether you're an entrepreneur looking to enhance your business strategi...

Ask a question or send feedback In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of minimising taxes.  T...

Ask a question or send feedback This episode of The Purposeful Investor provides an update on the hot Perth property market. Lachlan Delahunty from Performance Property shares his insights on the current conditions, discussing high demand, low stock levels, and multiple offers being common. He explains how property market cycles typically work, with periods of growth and stagnation.  Lachlan compa...

Ask a question or send feedback In this episode of The Purposeful Investor, David discusses the importance of understanding a client's "why" before developing a financial plan. He explains how exploring your values, goals and priorities helps ensure the plan supports how you want to live your life with meaning and purpose. (00:13 - 01:56) "Win of the week" segment  (01:56...

Ask a question or send feedback In this episode, Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to complexi...

Ask a question or send feedback In this episode of The Purposeful Investor, Aden and David delve into the inspirations behind David's book, Wealth with Purpose. David shares his desire to transform financial advice by moving the emphasis from mere products and performance to a more meaningful focus on values, goals, and priorities. (0:00:01 - 0:07:42) David's frustration with traditional...