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.
© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.
The Purposeful Investor
Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)
This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful.
They discuss carving out time for strategic thinking, focusing on family, ensuring one's children have a great education and understanding of financial success. Creating a structured yet flexible plan that considers safety, values, and relationships can help you live your legacy.
- (0:00:01 - 0:02:27) Introduction and wins of the week
- (0:02:27 - 0:04:57) Recap of the wealth with purpose series so far
- (0:04:57 - 0:09:11) What is a legacy and healthy legacy plan
- (0:09:11 - 0:13:35) Discussion of structured safety
- (0:13:35 - 0:17:53) Active stewardship
- (0:17:53 - 0:21:27) Importance of services being available to client's and their children
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.
