The Purposeful Investor

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. 

Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money, and how he became a "freedom seeker" dedicated to helping ...

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 considerations for managing your retirement savings.

• (02:00 - 07:00) What is the Division 296 Tax
• (07:00 - 12:00) Debunking myths about superannuation tax rates
• (12:00 - 16:00) Unrealised gains an...

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 a passion for helping others led him to become a trusted adviser.

Michael reveals the secrets behind providing clients with financial security, discusses his unique background as a six-da...

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 professional sports. 

Learn valuable lessons about self-discovery and prepare for life's next chapter through Sam's personal journey from the football field to the corporate world. 

• (02:34 - 0...

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 client-first advice has 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 doe...

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 decisions, and understand the real story behind the headlines. 

• (05:00 - 15:00) Trade wars and market volatility
• (15:00 - 25:00) Market performance analysis
• (25:00 - 35:00) Media and investor psychology
• (35:...

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 mistakes, the importance of long-term thinking, and how David and his wife, Robyn, have approached financial planning.

• (02:35 - 06:16) Early financial habits
• (06:16 - 12:48) Automating finances
• (12:48 - 1...

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 childhood money lessons at the dinner table to navigating the challenges of budgeting, property investment, and long-term wealth-building. 

Learn how to structure your finances, avoid common mo...

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, critical thinking skills, and a passion for helping people led him to become a strategic wealth advisor. 

John reveals insights into working with complex family groups, his unique office connec...

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 irrational, the difference between getting wealthy and staying wealthy, and why true wealth is often invisible. 

They also explore how different people play different financial games, emphasising th...

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 discu...

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 don't understand where you want to go, why it matters to you, and what values are driving you, it's a bit like a Chinese takeaway. You eat it, but half an hour later you're hungry again because there's no real substance.&quo...

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 risks and opportunities and the ineffectiveness of Trump's tariffs. 

Aden and David provide insights on the importance of long-term financial planning, the unpredictability of ma...

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 back on his time as a doctor and his journey into retirement. He stresses how crucial it is to plan your finances, keep up with friends and family, and dive into hobbies you enjoy. 

Dr. Marshall recounts his retirement journey, detailing the early career aspirations that led hi...

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.

She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managing risk, and finding meaningful ways to give back through philanth...

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 philanthropist, regardless of your wealth level, and learn about the growing movement of "Doubling Structured Giving" in Australia. 

Denise delves into the cultural difference...

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 leader and how she and David have meticulously built a culture and team to ensure a seamless transition. 

Discover the guiding principles that will shape the future of Capital Par...

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 year. 

The hosts also share their gratitude for their clients and listeners and encourage everyone to adopt a mindset of positivity and gratitude as they look ahead to 2025. This...

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 administration, including trade, immigration, fiscal policy, and their potential impact on inflation and the US economy.  The conversation also touches on the challenges of forecasting and the impor...