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.
Episodes
42 episodes
How can Millennials, Gen Z and Gen Y get ahead of the game financially?
Joining us today is financial professional and wealth strategist Tim Andrew; that's right—David's son is here in the studio. Tim shares his personal journey into financial literacy, providing a practical guide for young adults, from...
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Season 2
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45:31
From Police Officer to Wealth Adviser | Meet John Ryan
Join Aden Wilkins in this bonus series, as he's joined by John Ryan, senior wealth adviser at Capital Partners, who shares his fascinating career transformation from police officer to financial planner. Discover how personal experiences, critic...
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Season 2
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17:54
The difference between getting wealthy and staying wealthy
Aden Wilkins and David Andrew explore the psychology behind financial decision-making, drawing insights from Morgan Housel’s award-winning book, The Psychology of Money. They discuss key concepts such as why no one’s financial mindset is irrati...
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Season 2
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34:56
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 reflec...
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Season 2
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16:46
Don't be the richest person in the cemetery (with Michael Aitken)
Mike Aitken, Founder of Magus Wealth in London, chats with your hosts, David and Aden about the key to good financial advice: getting to know clients.He put it this way: "If I...
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Season 2
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51:35
Predictions that (probably) won't happen in 2025
Aden and David discuss their predictions for what likely won't happen in 2025. They dust off the crystal ball and share 10 forecasts that probably won't come true, including the unlikelihood of getting rich quick, accurately predicting market r...
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Season 2
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46:37
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 b...
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Season 2
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44:19
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.S...
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Season 2
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30:05
Philanthropy, legacy planning and getting your family involved (with Denise Cheng)
Join Aden as he sits down with Denise Cheng, Equity Trustees' national Manager of Active Philanthropy, who shares her expertise on the transformative world of structured giving and philanthropy. Discover how you can become a phila...
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Season 2
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25:05
The making of a managing director | Charmaine Lamprecht's story
Join Aden, David and Capital Partners newly appointed managing director Charmaine Lamprecht, as they unpack their thoughtful approach to succession planning. Hear Charmaine's inspiring journey from a curious traveller to a key team...
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Season 2
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38:44
Episode 29 | Looking back at 2024
Aden and David reflect on the key milestones and events of 2024. They discuss the firm's growth, team achievements, and personal milestones, as well as provide insights into the performance of financial markets and global events over the past y...
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Season 1
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Episode 29
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29:44
How will Donald Trump impact global share markets?
Aden Wilkins is joined by Capital Partners founder David Andrew and investment coordinator Nick Menegola to unpack the outcomes of the Trump presidency and the 2020 US election. They discuss key policy proposals from the Trump admi...
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42:01
Episode 27 | How AI can enhance our lives (with Hannah Hardy-Jones)
Join Aden, David, and special guest Hannah Hardy-Jones from Contented AI as they explore the transformative potential of artificial intelligence (AI) and how it is reshaping businesses and the workforce. Discover practical applicat...
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45:47
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 p...
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Season 1
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Episode 26
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33:19
Episode 25 | Longevity risk and how to ensure you have enough
Aden and David discuss the importance of longevity risk - the possibility of outliving your investment assets in retirement. They explore how life expectancies have changed over time, the concept of a "longevity mindset", and the c...
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Season 1
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Episode 25
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43:47
Episode 24 | How to avoid the entitlement trap
In this episode, Aden and David explore the critical issue of entitlement within affluent families.They are joined by wealth advisers John Ryan and Milena Konig to unpack the definition of entitlement, how it has evolved across generatio...
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Season 1
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Episode 24
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36:22
Episode 23 | Should I just be investing in the S&P 500?
In this episode, Aden and his guests dive into a common investment question: "Why not just stick to an S&P 500 ETF and a bond ETF?" Featuring insights from Nick Menegola and Dr. Steve Garth, they explore the importance of diver...
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Season 1
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Episode 23
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37:31
Episode 22 | 25 years of Capital Partners
In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary. David reflects on the entrepreneurial journey that led him to establish the f...
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Season 1
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Episode 22
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36:12
Episode 21 | How to start planning for retirement
In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning. They share ...
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Season 1
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Episode 21
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20:49
Episode 20 | What remains the same in an ever-changing world?
In this episode, Aden and David discuss key concepts from Morgan Housel's book "Same as Ever" that remain constant even in an ever-changing world. They explore the idea that risk is often unforeseen, and the power of small, c...
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Season 1
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Episode 20
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39:39
Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)
This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the ...
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Season 1
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Episode 19
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31:43
Episode 18 | What makes a successful business owner Part 2
In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally...
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Season 1
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Episode 18
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34:53
Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)
In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains t...
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Season 1
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Episode 16
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37:38
Episode 16 | End of financial year market update
In this episode of The Purposeful Investor, hosts' Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets.
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Season 1
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Episode 16
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49:39
Bonus | Steven Boyce on what makes a successful business owner
In this episode, Aden interviews Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all s...
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Season 1
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42:48