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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
60 episodes
The Millionaire Next Door | Unveiling the real secrets to lasting wealth
In this episode of The Purposeful Investor, hosts Aden and David dive deep into the timeless lessons from the classic book "The Millionaire Next Door." Discover the surprising habits and mindsets that set true millionaires apart fro...
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Season 2
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41:05
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Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah
Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve th...
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Season 2
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11:28
Navigating divorce | From crisis to confidence (with Kathryn Creasy)
Award-winning wealth adviser, Kathryn Creasy shares her expertise and the motivation behind the recently released "Crisis to Confidence" white paper, offering practical financial and emotional guidance for women facing the prospect of life afte...
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Season 2
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28:19
Dead man walking (with Andrew Nuttall)
In this episode of The Purposeful Investor, Aden sits down with Andrew Nuttall from New Zealand to explore what it truly means to face your own mortality and live to tell the tale.Andrew shares his remarkable near-death experience, the l...
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43:46
Die With Zero | How to live a fulfilling financial life
Join Aden and David as they dive deep into the provocative concept of "dying with zero" from Bill Perkins' groundbreaking book. Discover how strategic spending, investing in experiences, and challenging traditional saving mindsets can help you ...
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37:41
What is Private Equity and should it be in my portfolio?
Join Aden and David as they demystify private equity investing. In this episode, they explore the key differences between private and public investments, share a compelling case study of Virgin Australia's private equity transformation, and pro...
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43:29
Navigating the first half of 2025
Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and wh...
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Season 2
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41:23
Bonus | Advising in the eye of the storm (the GFC) | Meet James McLeod
Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning...
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16:31
Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
Aden sits down with Kathryn Creasy, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and famil...
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37:04
Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor op...
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Season 2
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37:23
How 100 Women is empowering women globally (with Alicia Curtis and Karen Brittain)
Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – tru...
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32:39
Bonus | "I was winning on paper, but something was missing" | Meet Steven Boyce
Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising.
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15:24
Division 296 | Demystifying the $3 Million Superannuation Tax
Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic consid...
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Season 2
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36:24
Bonus | Financial adviser and taekwondo expert | Meet Michael Hayward
Join Aden Wilkins in this bonus series, as he's joined by Michael Hayward, Principal Wealth Adviser at Capital Partners, shares his remarkable 20-year journey in financial planning. Discover how a chance encounter, a love for goal-setting, and ...
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Season 2
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13:46
What life in the AFL taught Sam Menegola about resilience, identity and purpose
Join Aden Wilkins, Nick Menegola, and special guest former AFL player turned insurance broker Sam Menegola. Sam shares his candid insights on navigating career transitions, maintaining personal identity, and finding purpose beyond p...
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Season 2
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43:00
Bonus | Family, finance, and ultra-marathons | Meet David Rossbach
Join us in the bonus series of The Purposeful Investor, where Aden is joined by David Rossbach, who shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to ...
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13:54
Quarterly Update | What's going on in the world?
Hosts Aden and David are joined by Nick Menegola and Dr Steve Garth. Together, they unpack the latest market volatility, trade tensions, and economic uncertainties. Listen now to learn how to stay calm, make rational investment deci...
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51:04
How does the founder of Capital Partners invest his family's wealth?
Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth. Learn from his experiences, including early investment mi...
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45:00
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
Bonus | 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
Bonus | "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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46:37