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
From cold calling to comprehensive advice| Meet David Rossbach
Join us as David Rossbach shares his journey from struggling cold caller in London to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice shaped his career.
David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves what he does.
- (00:00 - 03:32) David Rossbach's journey into financial planning
- (03:32 - 05:16) The difference between the UK experience and Capital Partners
- (05:16 - 07:10) The liberation of working at Capital Partners
- (07:10 - 08:16) Mentoring others and learning from client interactions
- (08:27 - 09:56) Working with medical professionals
- (10:04 - 10:50) Balancing work, family, and his own passions
- (11:44 - 12:31) Focusing on providing opportunities for the future generations
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.
