In this episode of The Purposeful Investor, Aden and David discuss David's motivations for writing his book 'Wealth with Purpose', specifically, how he wanted to shift the focus of financial advice away from products and performance to values, goals and priorities.
Resources:
Futures Model
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. 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.
In this episode of The Purposeful Investor, Aden and David discuss David's motivations for writing his book 'Wealth with Purpose', specifically, how he wanted to shift the focus of financial advice away from products and performance to values, goals and priorities.
Resources:
Futures Model
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. 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.