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 22 | 25 years of Capital Partners
In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary.
David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to becoming a trusted financial adviser to affluent families, David shares personal stories, key milestones, and the investment philosophy that has stood the test of time.
Listen as we explore how Capital Partners has built a culture of trust, client-focused advice, and mentorship, and what the next 25 years hold for the firm. Whether you're an investor, entrepreneur, or simply curious about wealth management, this episode is packed with insights on creating a lasting legacy of financial success.
- (0:00 - 2:00) Introduction
- (2:00 - 8:00) The founding of Capital Partners in 1999
- (8:00 - 12:00) The addition of Chris and Michael as partners in 2003
- (12:00 - 17:00) Insights into the growth and evolution of the business
- (17:00 - 23:00) Changes and consistencies in the business over 25 years
- (23:00 - 30:00) Future plans, reflections, message to the team and clients
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.
