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 12 | Wealth With Purpose Part 1
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
- 0:00:01 - 0:07:42 - David's frustration with traditional financial advice.
- 0:07:42 - 0:13:32 - The challenging process of writing his first book.
- 0:13:32 - 0:17:30 - The three critical questions clients want answers to
- 0:17:30 - 0:22:05 - Taking control of your finances and not drifting.
- 0:22:05 - 0:30:00 - Automating your wealth and keeping plans flexible.
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.