Episode 6 | What's your money personality? 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 6 | What's your money personality?

February 04, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 5

0:00 | 35:57

Join your hosts, David and Aden, as they discuss the fascinating world of money personalities and how understanding each other's differences is crucial for achieving financial success.

David and Aden explore the eight different mindsets people have about money, with a special focus on the Family Guardian personality.

(00:04:48) Understand money personalities.
(00:10:44) Take advice to achieve freedom.
(00:16:06) Trust your financial adviser.
(00:17:18) Build wealth methodically.
(00:27:27) Maximiser's strive for wealth.
(00:34:45) Love conquers financial differences.
(00:40:00) Social spenders seek reward.
(00:43:30) Save first, spend later.

Materials
Money Personalities Guide

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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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