The Purposeful Investor
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.
Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.
The Purposeful Investor
Latest Episodes
Ep 78 | From a White Camry and a Lunchbox to One of WA's Leading Wealth Firms
On the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never really seen - a firm that only got paid when it did right by i...
Ep. 77 | Why 60% of Australians Are Headed for an Estate Planning Disaster with Morgan Solomon
Australia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation's wealth and according to Perth's leading succession lawyer, most of it won't transition successfully. In this episode,...
Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu
Do you need to beat the market to be a successful investor? Is cash really safe? Should you be chasing the next big trend whether that's crypto, gold or AI? In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins ...
Ep 75. | Why This Budget Punishes Aspiration Not Wealth
Treasurer Jim Chalmers handed down the federal budget and the proposed changes to capital gains tax, negative gearing and family trust distributions could significantly affect how Australians build wealth. In this special episode, Capital Partn...
Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull
Despite Western Australia's booming mining driven economy, new data reveals that most WA families are still anxious about money. In this episode, David Andrew and Aden Wilkins sit down with Kristen Turnbull, Director of CoreData Reasarch WA, to...
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