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© 2025 The Purposeful Investor
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.
65 Episodes
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In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advisory. Discover how a life in the performing arts shaped his mindset, why financial independence is central to his values, and how he helps clients reimagine retirement. Damon shares how personal loss inspires his work, the meaning behind being a “Family Steward” and “Freedom Seeker,” and his ongoing pas...
Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit. They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward. From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before s...
In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners. Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth. Rob reveals the importance of being a "safe pair of hands" for clients, the nuances of retirement planning, and what it means to be a family-focus...
In this episode of The Purposeful Investor, hosts Aden and David dive deep into the timeless lessons from the classic book "The Millionaire Next Door." Discover the surprising habits and mindsets that set true millionaires apart from the crowd, why high income doesn’t always equal wealth, and how to avoid common financial pitfalls. From the illusion of affluence to the power of living below your means, Aden and David share practical tips, real-life examples, and actionable strategies to...
Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career. Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money. (00:00 - 03:00) Rakesh Shah's 18-year journey at Cap...
Award-winning wealth adviser, Kathryn Creasy shares her expertise and the motivation behind the recently released "Crisis to Confidence" white paper, offering practical financial and emotional guidance for women facing the prospect of life after divorce, separation or bereavement. Discover real-life success stories, the importance of building a supportive team, and actionable steps to regain control and build a brighter future after a major life event. Whether you’re experiencing ...
Join Aden and David as they dive deep into the provocative concept of "dying with zero" from Bill Perkins' groundbreaking book. Discover how strategic spending, investing in experiences, and challenging traditional saving mindsets can help you live a more meaningful life. Learn practical strategies to balance financial security with creating lifelong memories, and gain insights into breaking free from the fear of spending. Whether you're planning for retirement or seeking to maximise your lif...
Join Aden and David as they demystify private equity investing. In this episode, they explore the key differences between private and public investments, share a compelling case study of Virgin Australia's private equity transformation, and provide expert guidance on understanding this complex investment landscape. Learn about the potential benefits and risks, discover why liquidity matters, and gain valuable insights into making informed investment decisions. 0:00-5:00 Introduction5:00...
Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential economic challenges ahead, including developments in China and the global market landscape. 00:00 - 02:25 Introduction and Personal W...
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 challen...
Aden sits down with Kathryn Creasy, 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 our tax planning wh...
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 Introduction5:00-15:00 Perth Property Market Overview15:00-25:00 Family Property Support Strategies25:00-35:00 Borrowing and Investment Insights35:00-40:00 Closing AdviceFor more informati...
Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more. Join Aden and Capital Partners Managing Director, Charmaine Lamprecht as they sit down with Alicia Curtis and Karen Brittain from 100 Women. Discover how a simple idea has grown into a powerful...
Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising. Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money, and how he became a "freedom seeker" dedicated to helping clients achieve meaningful financial clarity. Steven reveals the ...
Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings. (02:00 - 07:00) What is the Division 296 Tax(07:00 - 12:00) Debunking myths about superannuation tax rates(12:00 - 16:00) Unrealised gains and lack of indexation(16:00 - 24:00) Exploring alternative investm...
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 Guardi...
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 trans...
Hosts Aden and David are joined by Nick Menegola and Dr Steve Garth. Together, they unpack the latest market volatility, trade tensions, and economic uncertainties. Listen now to learn how to stay calm, make rational investment decisions, and understand the real story behind the headlines. (05:00 - 15:00) Trade wars and market volatility(15:00 - 25:00) Market performance analysis(25:00 - 35:00) Media and investor psychology(35:00 - 45:00) Investment strategiesResources: We’ve seen...
Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth. Learn from his experiences, including early investment mistakes, the importance of long-term thinking, and how David and his wife, Robyn, have approached financial planning. (02:35 - 06:16) Early financial habits(06:16 - 12:48) Automating finances(12:48 - 17:30) Worst investment experiences(17:30 - 23:35) Investmen...
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