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
Index funds, ETFs and the dark side of financial planning (with Laura Tarbox)
Aden and David sit down with Laura Tarbox, founder of Tarbox Family Office in Newport Beach, California. Laura shares her journey from the "dark side" of the financial industry to building a successful fee-only, fiduciary-focused firm.
She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managing risk, and finding meaningful ways to give back through philanthropy. Laura also provides insights into her investment philosophy, which has evolved from stock-picking to a more evidence-based, tax-efficient approach using index funds and ETFs.
- (0:30 - 2:30) The "dark side" of the financial industry
- (2:30 - 6:00) The family office model
- (6:00 - 10:00) The Global Association of Independent Advisors (GAIA)
- (10:00 - 15:00) Passing on wealth and values to the next generation
- (15:00 - 20:00) Exploration of the role of philanthropy
- (20:00 - 26:00) Laura's investment philosophy evolution
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.
