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 Partners and gain insights into how Charmaine and David plan to maintain the firm's personalised client experience while embracing strategic growth.
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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