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
I help women make confident financial decisions | Meet Kathryn Creasy
In this special Adviser Profile Series, we sit with Kathryn Creasy, Head of Advice and Wealth Adviser at Capital Partners. Kathryn shares her career journey from marketing to stockbroking and eventually into financial planning.
She reflects on the challenges and rewards of her role, the lessons learned along the way, and what she enjoys most about working with clients and mentoring the next generation of advisors. Kathryn also discusses her passion for empowering women in finance, her involvement in the Empower Her study tour in New York, and why financial confidence is key for those navigating major life transitions.
This episode offers an insightful look into the world of financial advising and Kathryn’s unique approach to helping clients and growing a sustainable, values-driven business.
Capital Partners Generation Two 2018 Shareholders
- (2:00 - 5:00) Kathryn’s career journey: From marketing to financial planning
- (5:00 - 7:00) The transition to Capital Partners and early challenges
- (7:00 - 10:00) Becoming Head of Advice and her role in the executive team
- (10:00 - 12:00) Passion for empowering women in finance
- (12:00 - 14:00) A standout Capital Partners memory: Becoming a shareholder
- (14:00 - 16:00) Kathryn’s money personality: The Freedom Seeker
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.
