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 15 | The importance of strategic planning (Wealth With Purpose part 3)
In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of minimising taxes. This insightful discussion provides valuable guidance for anyone looking to develop a strategic approach to managing their finances and achieving their purpose with their wealth.
Resources:
The Human Capital Model
- (0:00:01 - 0:01:12) Introduction and wins of the week
- (0:01:12 - 0:03:56) The importance of cultural fit
- (0:03:56 - 0:08:14) Tilting the odds of fairness in your favour
- (0:08:14 - 0:11:36) Being on track to achieve goals
- (0:11:36 - 0:14:05) Having a thinking partner for financial planning
- (0:14:05 - 0:17:40) Starting a plan with a net worth statement
- (0:17:40 - 0:21:27) Comprehensive information gathering
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.
