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 14 | Wealth With Purpose Part 2 - Start with your why
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.
Resources:
Wheel of Life exercise
Financial House guide
Your Dream List
Create Inspiring Goals guide
Identify your Values exercise
- 00:01 - 00:13 - Introduction and overview
- 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
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.