The Purposeful Investor
By Aden Wilkins & David Andrew
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Category: Investing
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Episodes: 85
Description
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.
| Episode | Date |
|---|---|
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What Most Australian's Get Wrong About Superannuation
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Aug 27, 2026 |
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Ep 81 | When the stakes are high - What can investors learn from an Olympian?
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Aug 13, 2026 |
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Ep 80 | Perth Property Has Changed. Are You Still Playing by the Old Rules?
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Jul 30, 2026 |
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Ep 79 | The Financial Year That Broke Every Forecast
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Jul 16, 2026 |
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Ep 78 | From a White Camry and a Lunchbox to One of WA's Leading Wealth Firms
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Jul 02, 2026 |
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Ep. 77 | Why 60% of Australians Are Headed for an Estate Planning Disaster with Morgan Solomon
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Jun 18, 2026 |
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Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu
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Jun 04, 2026 |
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Ep 75. | Why This Budget Punishes Aspiration Not Wealth
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May 28, 2026 |
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Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull
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May 21, 2026 |
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Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu
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May 07, 2026 |
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Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon
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Apr 23, 2026 |
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Ep. 71 | 4 Ways to Survive a Market Crash with Apollo Lupescu
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Apr 09, 2026 |
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Ep. 70 | Why Smart Investors Are Rethinking Their Tax Structure
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Mar 26, 2026 |
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Ep. 69 | The Psychology of Wealth – Why Your Future Self is a Stranger with Hal Hershfield
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Mar 12, 2026 |
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Ep. 68 | Is Wealthy a Number or a Mindset?
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Feb 26, 2026 |
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Ep. 67 | The ABC of Systematic Investing
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Feb 12, 2026 |
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Ep. 66 | From Deposit Roadblocks to Smart Pathways into the Property Market
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Jan 29, 2026 |
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Ep. 65 | The Evolution of Finance and Systematic Investing
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Jan 15, 2026 |
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Ep. 64 | Dusting off the Crystal Ball to Understand Investing in 2026
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Jan 12, 2026 |
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The Last Victim of Australia's Most Notorious Con Man: Tracy Hall's Journey from Victim to Advocate
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Dec 22, 2025 |
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Bonus | Waltzing into wealth | Meet Damon Sugden
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Nov 28, 2025 |
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How to build, value, and sell a business the smart way
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Nov 20, 2025 |
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Beware the Crypto mirage | How to invest wisely in a volatile world
|
Nov 06, 2025 |
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Private credit unveiled | Risks, rewards, and realities for investors
|
Oct 23, 2025 |
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Bonus | Umpire/wealth adviser | Meet Rob McCaw
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Oct 16, 2025 |
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The Millionaire Next Door | Unveiling the real secrets to lasting wealth
|
Oct 09, 2025 |
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Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah
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Sep 25, 2025 |
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Navigating divorce | From crisis to confidence (with Kathryn Creasy)
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Sep 11, 2025 |
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Dead man walking (with Andrew Nuttall)
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Aug 28, 2025 |
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Die With Zero | How to live a fulfilling financial life
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Aug 14, 2025 |
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What is Private Equity and should it be in my portfolio?
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Jul 31, 2025 |
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Navigating the first half of 2025
|
Jul 18, 2025 |
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Bonus | Advising in the eye of the storm (the GFC) | Meet James McLeod
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Jul 10, 2025 |
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Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
|
Jul 06, 2025 |
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Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
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Jun 26, 2025 |
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How 100 Women is empowering women globally (with Alicia Curtis and Karen Brittain)
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Jun 12, 2025 |
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Bonus | "I was winning on paper, but something was missing" | Meet Steven Boyce
|
Jun 05, 2025 |
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Division 296 | Demystifying the $3 Million Superannuation Tax
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May 29, 2025 |
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Bonus | Financial adviser and taekwondo expert | Meet Michael Hayward
|
May 15, 2025 |
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What life in the AFL taught Sam Menegola about resilience, identity and purpose
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May 08, 2025 |
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Bonus | Family, finance, and ultra-marathons | Meet David Rossbach
|
Apr 24, 2025 |
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Quarterly Update | What's going on in the world?
|
Apr 10, 2025 |
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How does the founder of Capital Partners invest his family's wealth?
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Apr 03, 2025 |
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How can Millennials, Gen Z and Gen Y get ahead of the game financially?
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Mar 20, 2025 |
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Bonus | From Police Officer to Wealth Adviser | Meet John Ryan
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Mar 13, 2025 |
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The difference between getting wealthy and staying wealthy
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Mar 06, 2025 |
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Bonus | "I help women make confident financial decisions" | Meet Kathryn Creasy
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Feb 28, 2025 |
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Don't be the richest person in the cemetery (with Michael Aitken)
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Feb 20, 2025 |
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Predictions that (probably) won't happen in 2025
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Feb 13, 2025 |
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The retirement journey of a sexual health physician (with Dr. Lewis Marshall)
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Feb 06, 2025 |
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Index funds, ETFs and the dark side of financial planning (with Laura Tarbox)
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Jan 23, 2025 |
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Philanthropy, legacy planning and getting your family involved (with Denise Cheng)
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Jan 16, 2025 |
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The making of a managing director | Charmaine Lamprecht's story
|
Jan 09, 2025 |
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Episode 29 | Looking back at 2024
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Jan 02, 2025 |
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How will Donald Trump impact global share markets?
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Dec 26, 2024 |
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Episode 27 | How AI can enhance our lives (with Hannah Hardy-Jones)
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Dec 19, 2024 |
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Episode 26 | Why you need personal insurance
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Dec 12, 2024 |
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Episode 25 | Longevity risk and how to ensure you have enough
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Nov 28, 2024 |
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Episode 24 | How to avoid the entitlement trap
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Nov 14, 2024 |
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Episode 23 | Should I just be investing in the S&P 500?
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Oct 31, 2024 |
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Episode 22 | 25 years of Capital Partners
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Oct 17, 2024 |
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Episode 21 | Are you really ready for retirement?
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Oct 03, 2024 |
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Episode 20 | What remains the same in an ever-changing world?
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Sep 19, 2024 |
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Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)
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Sep 05, 2024 |
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Episode 18 | What makes a successful business owner Part 2
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Aug 23, 2024 |
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Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)
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Aug 08, 2024 |
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Episode 16 | End of financial year market update
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Jul 26, 2024 |
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Bonus | Steven Boyce on what makes a successful business owner
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Jul 12, 2024 |
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Episode 15 | The importance of strategic planning (Wealth With Purpose part 3)
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Jun 28, 2024 |
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Bonus | Property Market Update
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Jun 14, 2024 |
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Episode 14 | Wealth With Purpose Part 2 - Start with your why
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May 31, 2024 |
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Episode 13 | Three key complexities of wealth management
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May 17, 2024 |
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Episode 12 | Wealth With Purpose Part 1
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May 03, 2024 |
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Episode 11 | Quarterly market update 2024
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Apr 19, 2024 |
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Episode 10 | What does sustainable investing involve?
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Apr 05, 2024 |
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Bonus | Is it possible to time the market?
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Mar 22, 2024 |
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Episode 9 | Why women make better investment decisions
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Mar 10, 2024 |
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Episode 8 | How to navigate market uncertainty
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Feb 26, 2024 |
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Episode 7 | Ambition in retirement
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Feb 12, 2024 |
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Episode 6 | What's your money personality?
|
Feb 04, 2024 |
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Episode 5 | Business succession planning
|
Jan 29, 2024 |
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Episode 4 | The evolution of investing
|
Jan 26, 2024 |
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Episode 3 | Why progress meetings matter
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Jan 25, 2024 |
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Episode 2 | What to expect from 2024
|
Jan 23, 2024 |
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Episode 1 | The 'why' behind Capital Partners
|
Jan 23, 2024 |