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
The retirement journey of a sexual health physician (with Dr. Lewis Marshall)
David is joined by special guest Dr. Lewis Marshall, a longtime client of Capital Partners and his financial adviser, David Rossbach.
Dr. Lewis Marshall looks back on his time as a doctor and his journey into retirement. He stresses how crucial it is to plan your finances, keep up with friends and family, and dive into hobbies you enjoy.
Dr. Marshall recounts his retirement journey, detailing the early career aspirations that led him to become a sexual health physician. He details his approach to financial planning later in life, offering valuable insights into doctors' unique financial challenges and emphasising the importance of having a trusted adviser to navigate the complexities of retirement planning.
- (0:35 - 4:00) The journey into becoming a sexual health physician
- (4:01 - 11:00) The misconceptions and prevalence of STDs
- (11:01 - 18:30) Dr. Marshall on his financial journey
- (18:31 - 24:30) The importance of having something to retire to
- (24:31 - 32:00) Fears about retirement
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.
