The Purposeful Investor Podcast Por Aden Wilkins & David Andrew arte de portada

The Purposeful Investor

The Purposeful Investor

De: Aden Wilkins & David Andrew
Escúchala gratis

Acerca de esta escucha

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
Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • How 100 Women is empowering women globally (with Alicia Curtis and Karen Britton)
    Jun 12 2025

    Alicia Curtis and Megan Anderson 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 host Aden Wilkins and Capital Partners Managing Director, Charmaine Lamprecht as they sit down with Alicia Curtis and Karen Britton from 100 Women.

    Discover how a simple idea has grown into a powerful movement supporting grassroots charities, advancing gender equality, and creating meaningful social impact.

    • (0:10 - 0:20) The origin of 100 Women
    • (0:20 - 0:30) From 100 to 380 members
    • (0:30 - 0:40) The grant selection process
    • (0:40 - 0:50) Successful grant recipients
    • (0:50 - 1:00) The UN Sustainability Goals and the importance of gender equality
    • (1:00 - 1:10) How businesses and individuals can get involved
    • (1:10 - 1:20) Expanding nationally and internationally
    • (1:20 - 1:30) The power of collective giving

    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.

    Más Menos
    33 m
  • "I was winning on paper, but something was missing" | Meet Steven Boyce
    Jun 5 2025

    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 unique approach that sets Capital Partners apart and provides insights into building genuine client relationships beyond traditional investment strategies.

    • (00:00 - 02:59) Steven Boyce's Early Career
    • (02:59 - 05:34) Transition to Financial Advisory
    • (05:34 - 08:27) Career Evolution at Capital Partners
    • (08:27 - 11:34) Most Enjoyable Aspects of Role
    • (11:34 - 13:14) Unique Value Proposition
    • (13:14 - 14:35) Personal Insights

    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.

    Más Menos
    15 m
  • Division 296 | Demystifying the $3 Million Superannuation Tax
    May 29 2025

    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 investment strategies
    • (24:00 - 33:00) Managing potential tax implications

    Materials:

    Div-296-3m-tax.pdf


    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.

    Más Menos
    36 m
adbl_web_global_use_to_activate_webcro805_stickypopup
Todavía no hay opiniones