The Purposeful Investor Por arte de portada

The Purposeful Investor

De: Aden Wilkins & David Andrew
Escúchala gratis

  • Resumen

  • 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. They support successful Australian families to create a prosperous future for themselves and those they care for.


    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.

    © 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
    © 2024 The Purposeful Investor
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • Episode 16 | End of financial year market update

    Episode 16 | End of financial year market update
    Jul 26 2024

    In this episode of The Purposeful Investor, hosts' Aden and David sit down with Investment Coordinator Nick Menegola to discuss the key factors that shaped the 2023-2024 financial year and how they played out in investment markets.

    The conversation covers the ongoing battle against inflation and interest rates, the surprising resilience of the global economy, and the unique "Innovation Hub" setup the team uses to work on new projects.

    Gain valuable insights into the state of the markets and the strategies employed by the Capital Partners Investment Committee.

    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
    50 m
  • Bonus | Steven Boyce on what makes a successful business owner

    Bonus | Steven Boyce on what makes a successful business owner
    Jul 12 2024

    In this episode, Aden interviews Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all successful business owners have in common.

    (0:00-0:12) Introduction and welcome
    (0:12-0:39) Steven shares his "win of the week"
    (0:39-1:02) The findings from research into what makes a successful business owner
    (1:02-5:000 The first key area of "Business Builder"
    (5:00-5:39) Understanding the critical numbers.

    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
    43 m
  • Episode 15 | The importance of strategic planning (Wealth With Purpose part 3)

    Episode 15 | The importance of strategic planning (Wealth With Purpose part 3)
    Jun 28 2024

    In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of minimising taxes. This insightful discussion provides valuable guidance for anyone looking to develop a strategic approach to managing their finances and achieving their purpose with their wealth.

    Resources:
    The Human Capital Model

    • (0:00:01 - 0:01:12) Introduction and wins of the week
    • (0:01:12 - 0:03:56) The importance of cultural fit
    • (0:03:56 - 0:08:14) Tilting the odds of fairness in your favour
    • (0:08:14 - 0:11:36) Being on track to achieve goals
    • (0:11:36 - 0:14:05) Having a thinking partner for financial planning
    • (0:14:05 - 0:17:40) Starting a plan with a net worth statement
    • (0:17:40 - 0:21:27) Comprehensive information gathering

    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
    32 m
Gestión Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre The Purposeful Investor

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles