Episode 14 | Wealth With Purpose Part 2 - Start with your why 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 14 | Wealth With Purpose Part 2 - Start with your why

June 01, 2024 • Season 1 • Episode 14

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 - 06:06) Simon Sinek's Golden Circle model
(06:06 - 07:49) The "high price of materialism"
(0:07:49 - 0:11:15) The three fundamental needs for ensuring financial plans support clients
(11:15 - 13:56) The word cloud exercise

Resources:
Wheel of Life exercise
Financial House guide
Your Dream List
Create Inspiring Goals guide
Identify your Values exercise

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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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