『The Purposeful Investor』のカバーアート

The Purposeful Investor

The Purposeful Investor

著者： Aden Wilkins & David Andrew
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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.

© 2025 The Purposeful Investor マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • Advising in the eye of the storm (the GFC) | Meet James McLeod

    Advising in the eye of the storm (the GFC) | Meet James McLeod
    2025/07/10

    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 impact of providing peace of mind during life's most challenging moments.

    • (0:29 - 3:24) James' career journey
    • (3:24 - 4:28) The global financial crisis
    • (4:40 - 6:51) Career progression at Capital Partners
    • (6:51 - 9:01) Developing specialized client niches
    • (9:52 - 10:27) Capital Partners' most impactful work
    • (12:50 - 14:06) James's money personality
    • (14:22 - 15:32) Alternative career aspirations

    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.
    続きを読む 一部表示
    17 分
  • Tax planning blind spots that cost investors thousands (with Kathryn Creasy)

    Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
    2025/07/06

    Aden sits down with Kathryn Creasey, 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 clarity and confidence.

    Download your FREE tax planning whitepaper.

    • 1:26–5:04 - What tax planning means and why it matters
    • 5:04–11:00 – Superannuation strategies and contribution tips
    • 11:00–15:33 – Structuring investment assets
    • 15:33–21:17 – How family trusts and bucket companies work
    • 21:17–26:50 – Key trigger points for tax planning
    • 26:50–34:09 – Why business owners need to plan proactively


    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.
    続きを読む 一部表示
    37 分
  • Unpacking the Perth property market (with Michael Killiner and Rowen Powell)

    Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
    2025/06/26

    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 and Investment Insights
    • 35:00-40:00 Closing Advice

    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.
    続きを読む 一部表示
    37 分

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