Join your hosts, David and Aden, as they discuss the fascinating world of money personalities and how understanding each other's differences is crucial for achieving financial success.
David and Aden explore the eight different mindsets people have about money, with a special focus on the Family Guardian personality.
- (00:04:48) Understand money personalities.
- (00:10:44) Take advice to achieve freedom.
- (00:16:06) Trust your financial adviser.
- (00:17:18) Build wealth methodically.
- (00:27:27) Maximiser's strive for wealth.
- (00:34:45) Love conquers financial differences.
- (00:40:00) Social spenders seek reward.
- (00:43:30) Save first, spend later.
Materials
Money Personalities Guide
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.
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