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 26 | Why you need personal insurance
In this episode, Aden is joined by David Andrew and wealth adviser Michael Hayward to explore the often overlooked but critical role of personal insurance in a well-rounded financial plan.
From life insurance to trauma and income protection, they discuss how these "necessary evils" provide a safety net for families facing unexpected health events or financial crises. Whether you're planning for your family or your business, learn how to assess the right insurance mix to safeguard your future.
- (0:02:07 - 0:07:130) Different types of personal insurances
- (0:07:14 - 0:13:26) The purpose of personal insurance in a financial plan
- (0:13:27 - 0:18:02) The psychological and practical aspects of insurance coverage
- (0:18:03 - 0:23:53) The importance of insuring adult children and the hazard involved
- (0:23:54 - 0:32:14) Key takeaways on the role of insurances in a comprehensive family wealth management plan
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.
