Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4) 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.

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.

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The Purposeful Investor

Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)

August 09, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 16

0:00 | 37:38

In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them.

David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out". They discuss the importance of diversification and how most of the effort that goes into curating the perfect portfolio is unnecessary.

(0:00 - 5:00) Welcome and wins of the week
(5:00 - 11:50) Understanding the share market system
(11:50 - 19:00) Funding your financial plan
(19:00 - 25:30) The importance of diversification and asset classes
(25:30 - 36:00) Company size, value and profitability that impact returns

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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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