Episode 3 | Why progress meetings matter Artwork

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.

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The Purposeful Investor

Episode 3 | Why progress meetings matter

January 25, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 3

Aden and David discuss the importance of progress meetings between financial advisers and their clients. Progress meetings allow advisers to check in on clients' financial plans, goals, investments, and estate plans to ensure they are on track.

They explore what is discussed in a typical progress meeting, including reviewing clients' net worth statements, financial projections, portfolio reports, and estate planning. They emphasise how progress meetings help answer clients' key questions around making smart financial decisions, ensuring the security of their loved ones, and living their best lives.

(0:02:00 - 0:04:20) What is a progress meeting?
(0:04:21 - 0:11:27) Common questions and concerns
(0:12:25 - 0:14:46) The three key questions in progress meetings
(0:14:47 - 0:20:57) Documentation in meetings
(0:20:58 - 0:28:24) A client’s ability to achieve goals
(0:28:25 - 0:34:06) Estate planning
(0:34:07 - 0:37:52) The importance of stewardship
(0:37:53 - 0:41:01) The ongoing review through progress meetings

Materials
Progress Report
Net Worth Statement
Legacy Flow Chart

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

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