This episode of The Purposeful Investor podcast provides an introduction to Capital Partners Private Wealth Advisers, a wealth management firm based in Perth, Australia. Co-hosts David Andrew and Aden Wilkins discuss their motivations for starting the podcast and share "life's little wins" from their careers.

David recounts founding Capital Partners over 20 years ago and how the firm has grown, evolving their investment philosophy over time to focus on reliable, evidence-based strategies. They explore how attracting talented team members has allowed Capital Partners to take on more clients and expand services while prioritising clients and employees. David emphasises exploring possibilities and achieving bigger futures for both staff and clients.

Learn about key people who helped grow the business and how ownership has transitioned to new generations. David expresses gratitude to Capital Partners' long-standing clients for trusting the firm to manage over $1.6 billion in assets.

(0:00:01 - 0:04:25) Introduction

(0:04:25 - 0:12:52) Early years of Capital Partners

(0:12:52 - 0:16:09) Developing the business and team

(0:16:09 - 0:20:18) Client outcomes and intergenerational wealth

(0:20:18 - 0:27:59) Evolution of investment philosophy

(0:27:59 - 0:31:29) Aden's story of joining

(0:31:29 - 0:36:23) Recent acquisition and gratitude

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.

In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year.

David and Aden analyse the performance of different asset classes in 2023 and look at sub-asset classes like value stocks. Get their insights on whether 2024 could continue the market recovery or bring new economic challenges.

Materials
Annualised Range of Returns for the S&P 500
The Benefit of Long-Term Investing
S&P 500 - Good Years Tend to Cluster

0:00-1:00 Introduction and welcome

1:00-1:53 Global market declines in 2022 setting the stage for uncertainty in 2023

1:53-4:33 The Bloomberg article

4:33-5:43 Stocks and bonds 2022 decline

5:43-7:46 China reopening, US bank problems, Middle East conflict and late-year market rallies

7:46-10:50 2023 return figures

10:50-12:06 Value stocks and tech companies

12:06-13:15 Portfolio positioning and outlook for 2024

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.

In this episode of The Purposeful Investor, Aden and David discuss the importance of progress meetings between financial advisers and their clients. Progress meetings allow advisers to check in on clients' financial plans, goals, investments, and estate plans to ensure they are on track.

Aden and David explore what is discussed in a typical progress meeting, including reviewing clients' net worth statements, financial projections, portfolio reports, and estate planning. They emphasise how progress meetings help answer clients' key questions around making smart financial decisions, ensuring the security of their loved ones, and living their best lives.

Aden and David also delve into different types of documentation used in progress meetings and how reviewing these documents helps get clients back on track if needed or celebrates goals already achieved.

Progress meetings play a vital role in ensuring clients can continuously make course corrections to stay on target with their financial plans as life circumstances change.

Materials
Progress Report
Net Worth Statement
Legacy Flow Chart

(0:00:01 - 0:01:26) Introduction

(0:02:00 - 0:04:20) What is a progress meeting?

(0:04:21 - 0:11:27) Common questions and concerns

(0:12:25 - 0:14:46) The three key questions in progress meetings

(0:14:47 - 0:20:57) Documentation in meetings

(0:20:58 - 0:28:24) - A client’s ability to achieve goals

(0:28:25 - 0:34:06) Estate planning

(0:34:07 - 0:37:52) The importance of stewardship

(0:37:53 - 0:41:01) The ongoing review through progress meetings

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.