The Purposeful Investor

We unpack how families can help first-home buyers enter the market without risking retirement, and why honest conversations plus clear numbers beat media noise. Practical steps include guarantors, 5% deposit schemes, rentvesting, and legal safeguards for gifts.

• social pressure and silence blocking helpful family talks
• role of the mortgage broker as long-term advisor
• apartments and location as smarter first st...

This is one of our most important episodes - ever!

Predictions feel powerful until they're not.

We pull back the curtain on what actually drives long-term investment returns and explore how a systematic, evidence-led approach can help you capture the returns you are owed while avoiding costly traps.

Aden and David sit down with Bhanu Singh, CEO of Dimensional Fund Advisors Australia, to trace the real story of modern in...

Markets never move in straight lines and 2025 proved it once again. The first year of President Trump Mk II was always going to be interesting!

As we look to 2026, we dust off the crystal ball for a conversation about markets and investing. David Andrew and Nick Mengola join Aden to look back at markets in 2025 and look to the major trends to understand what might be in store for 2026.

AI sits centre stage for 2026. We explore capex ...

In this powerful episode of The Purposeful Investor, host Aden Wilkins welcomes Tracy Hall - author, keynote speaker, and survivor of one of Australia’s most prolific con men. Tracy shares her deeply personal story of losing her life savings, and the psychological toll it took. Together, Aden and Tracy explore the emotional aftermath, the process of rebuilding trust, and the practical steps everyone can take to protect themselves a...

In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advisory. Discover how a life in the performing arts shaped his mindset, why financial independence is central to his values, and how he helps clients reimagine retirement. 

Damon shares how personal loss inspires his work, the meaning behind being a “F...

Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit. 

They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward. 

From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the ...

In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfolios. The trio explores what cryptocurrency is, its origins, and why it captures so much attention—and caution—in the financial world. They discuss the risks, volatility, and lack of intrinsic value in assets like Bitcoin, compare crypto to gold, ...

In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). 

Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. 

The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, ...

Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners. 

Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth. 

Rob reveals the importance of being a "safe pair of hands" for clients, the nuances of...

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 from the crowd, why high income doesn’t always equal wealth, and how to avoid common financial pitfalls. From the illusion of affluence to the power of living below your means, Aden and David shar...

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 their goals have shaped his career. 

Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing mon...

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 after divorce, separation or bereavement. 

Discover real-life success stories, the importance of building a supportive team, and actionable steps to regain control and build a brighter f...

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 life lessons it inspired, and how it shaped his views on family, financial security, and the real meaning of wealth. Together with Capital Partners founder David, they discuss the importance of stron...

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 live a more meaningful life. Learn practical strategies to balance financial security with creating lifelong memories, and gain insights into breaking free from the fear of spe...

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 provide expert guidance on understanding this complex investment landscape.

Learn about the potential benefits and risks, discover why liquidity matters, and gain valuable insights into maki...

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 why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential economic challenges ahead, including developments in China and the ...

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.

Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigating divorce, and high net worth clients, and learn about the profound...

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 family trusts, as well as the effective structuring of business profits. 

Whether you’re an expat, business owner, or building wealth for the next generation, this episode will help you plan with c...

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 options, rent investing, and strategic purchasing. 

• 0:00-5:00 Introduction
• 5:00-15:00 Perth Property Market Overview
• 15:00-25:00 Family Property Support Strategies
• 25:00-35:00 Borrowing an...