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. They support successful Australian families to create a prosperous future for themselves and those they care for.
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.
© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
The Purposeful Investor
Episode Six | What's your money personality?
Discover the fascinating world of money personalities and how understanding each other's differences is crucial for achieving financial success. This insightful episode promises to change the way you view your relationship with money and your loved ones. Join us, your hosts David and Aden, as we share our personal wins and dive into the eight different mindsets people have about money, with a special focus on the Family Guardian personality.
Learn how various wealth personalities impact our approach to financial planning, particularly for family guardians who prioritise their family's needs above their own. We explore the importance of off-farm assets, the role of independent and objective advice, and the unique characteristics of other money personalities like Builders and Maximizers. Discover how these different money personalities interact with financial advisors and the wealth management process.
Lastly, we examine the potential conflicts that can arise between individuals with different financial personalities, such as Maximizers, Mavericks, and Controllers. We discuss the importance of good stewardship, patience, and love in finding balance and harmony in relationships with differing money mindsets. By understanding our own money personalities and those of our loved ones, we can work together towards true financial prosperity. So, tune in and transform your financial future with the knowledge and understanding of money personalities!
Materials
Money Personalities Guide
Key moments
- 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 Maximizers strive for wealth.
- 00:34:45 Love conquers financial differences.
- 00:40:00 Social spenders seek reward.
- 00:43:30 Save first, spend later.
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.