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-dan black belt in Taekwondo, and explains why being a "Family Guardian" drives his professional approach.

• (00:00 - 03:12) Michael Hayward's passion for investing
• (03:25 - 05:15) Early days at Capital Partners
• 05:25 - 06:41 How a Taekwondo background has influenced professional discipline
• (06:50 - 09:06) Providing clients with a sense of security and peace of mind
• (09:16 - 10:17) Advising multiple generations of the same family
• (10:31 - 11:30) Winning CFP of the Year
• (11:42 - 12:32) Focusing on supporting and setting up families for success

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.

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 - 06:02) Sam's AFL Career Journey
• (06:02 - 10:35) Career Transition and Preparation
• (10:35 - 19:11) Four Pillars of Transition
• (19:11 - 33:37) Skills Learned from Professional Sports
• (33:37 - 42:05) Retirement Insights and 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.

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 does.

• (00:00 - 03:32) David Rossbach's journey into financial planning
• (03:32 - 05:16) The difference between the UK experience and Capital Partners
• (05:16 - 07:10) The liberation of working at Capital Partners
• (07:10 - 08:16) Mentoring others and learning from client interactions
• (08:27 - 09:56) Working with medical professionals
• (10:04 - 10:50) Balancing work, family, and his own passions
• (11:44 - 12:31) Focusing on providing opportunities for the future generations

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.