The Purposeful Investor

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 se

The Purposeful Investor is a business podcast hosted by Aden Wilkins & David Andrew, with 83 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Aden Wilkins & David Andrew hosts The Purposeful Investor, a business show with 83 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #81

  Ep 81 | When the stakes are high - What can investors learn from an Olympian?

  Aug 13, 202658 minS1

  Ask a question or send feedback Former Hockeyroo and Olympian Fiona Ryan joins David Andrew and Aden Wilkins to talk about the mindset behind high performance. Fiona shares her journey from elite hockey through a serious cancer diagnosis, a career in law, motherhood and building her own business, and the pair draw out what her story means for how we invest and make decisions under pressure. If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode! ------------------------------------------------------------------ Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters: (0:00) Welcome and Wins of the Week (5:35) Meet Olympian Fiona Ryan (6:00) From State Teams to a Shock Junior Squad Cut (10:00) Turning Rejection Into a Junior World Cup Spot (14:50) 101 Games and a Commonwealth Gold Medal (17:30) A Broken Collarbone Six Weeks From London (24:15) Retiring at 25 for a Career in Law (30:50) A Hodgkin Lymphoma Diagnosis and Fighting Back (33:30) John's Stage Four Cancer and Staying Forward Focused (41:40) Fear of Failure and the Ego vs Character Mindset (49:05) Self Awareness and Getting Clear on Your Values (54:35) Ambition in Retirement and Building Mumsly ------------------------------------------------------------------ Recorded and produced by Podwave Studios: https://podwavestudios.au/ The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au . Have a question? Email us ask@capital-partners.com.au . This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.

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  Episode #80

  Ep 80 | Perth Property Has Changed. Are You Still Playing by the Old Rules?

  Jul 30, 202644 minS1

  Ask a question or send feedback Perth's property market has been one of the hottest in the country, but the federal budget changed everything. In this episode, Capital Partners founder David Andrew and Aden Wilkins sit down with Rowen Powell, director of Verve Buyer's Agency, to unpack what's happening on the ground. From the collapse of investor demand to skyrocketing building costs, the rise of subject-to-sale offers, and why quality has never mattered more - this is the most honest read of the Perth property market you'll find. ------------------------------------------------------------------ Follow Rowen Powell: LinkedIn: https://www.linkedin.com/in/rowen-powell-1443a173/ Verve Buyer's Agency: https://www.vervebuyersagency.com.au Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters: (0:00) Welcome & Wins of the Week (3:30) What a Buyer's Agent Actually Does (5:30) Perth Property by the Numbers: From $840K to $1.35 Million (8:00) The Psychology Shift - From 'Get In Quick' to 'Get It Right' (10:30) The Cascade Effect: How Buyers Are Being Pushed Into Bridesmaid Suburbs (14:00) The Federal Budget's Impact on Investor Demand (18:30) Why Building a New Home Just Got a Lot More Expensive (22:00) What's Happening in Different Price Segments (26:00) The Return of Subject-to-Sale Offers (30:00) Red Flags: Mistakes to Avoid When Buying in This Market (37:00) Parents Helping Kids into the Market: What's Changed (40:30) What the Next 12 Months Looks Like for Perth Property ------------------------------------------------------------------ Recorded and produced by Podwave Studios: https://podwavestudios.au/ The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au . Have a question? Email us ask@capital-partners.com.au . This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.

  ListenShow Notes
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  Episode #79

  Ep 79 | The Financial Year That Broke Every Forecast

  Jul 16, 202642 minS1

  Ask a question or send feedback Tariffs, Trump, the Iran conflict, soaring oil prices, an overvalued market that still refuses to crash - the 2026 financial year had it all. In this end-of-financial-year special, Capital Partners founder David Andrew and investment coordinator Nick Menegola join Aden Wilkins to break down what actually drove returns, what the so-called experts got wrong, and what investors should expect heading into the 2027 financial year. ------------------------------------------------------------------ Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Nick Menegola: LinkedIn: https://www.linkedin.com/in/nick-menegola-490b64123/ Capital Partners: https://capital-partners.com.au/team-members/nick-menegola/ Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters: (0:00) Welcome & Wins of the Week (4:00) The Three Big Themes of the 2026 Financial Year (6:30) Markets Were Resilient - Despite the Headlines (8:30) Are Markets Overvalued? What the Data Says (10:30) Where Returns Actually Came From: Korea, Taiwan & Emerging Markets (14:00) The Gold Story: Queues at Martin Place and a 22% Drop (18:00) Bitcoin Down 45% - What Cryptocurrency Gets Wrong (21:00) The Scorecard: ASX, International & Emerging Markets Returns (27:00) Why Value and Small Beat the Market Again (30:00) CSL and CBA: How Being Underweight Added 2.5% to Portfolios (34:00) SanDisk Up 3,000%: The Case for Diversification (37:00) What to Expect in the 2027 Financial Year ------------------------------------------------------------------ Recorded and produced by Podwave Studios: https://podwavestudios.au/ The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au . Have a question? Email us ask@capital-partners.com.au . This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.

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  Episode #78

  Ep 78 | From a White Camry and a Lunchbox to One of WA's Leading Wealth Firms

  Jul 2, 202646 minS1

  Ask a question or send feedback On the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never really seen - a firm that only got paid when it did right by its clients. In this special episode of The Purposeful Investor, David sits down with Aden Wilkins to tell the full Capital Partners story: where it came from, what nearly broke it, and what 27 years of building a values-led business actually looks like. ------------------------------------------------------------------ Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters: (0:00) Welcome & Wins of the Week (4:40) Why David Started Capital Partners (8:00) The Commission-Driven Industry He Left Behind (11:00) Client Number One: 27 Years On (14:00) The Early Years: Starting from Scratch (16:00) Bringing in Chris and Michael & Switching to Systematic Investing (22:30) The 2012 Turning Point: From $4M to Nearly $20M (28:00) Why Employee Ownership Protects Client Outcomes (32:00) You Become What You Say Yes To (36:00) The Three Types of Client Complexity (39:00) AI and the Future of Financial Advice (42:00) Capital Partners' Four Core Values & What Comes Next ------------------------------------------------------------------ Recorded and produced by Podwave Studios: https://podwavestudios.au/ The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au . Have a question? Email us ask@capital-partners.com.au . This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.

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  Episode #77

  Ep. 77 | Why 60% of Australians Are Headed for an Estate Planning Disaster with Morgan Solomon

  Jun 18, 202652 minS1

  Ask a question or send feedback Australia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation's wealth and according to Perth's leading succession lawyer, most of it won't transition successfully. In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Morgan Solomon, founding director of Solomon Hollett Lawyers, to unpack what actually happens when estate planning goes wrong and what successful families do differently. ------------------------------------------------------------------ Follow Morgan Solomon: LinkedIn: https://www.linkedin.com/in/morgan-solomon-b13ab58/ Solomon Hollett Lawyers: https://solomonhollettlawyers.com.au/ Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters: (0:00) Welcome & Wins of the Week (6:00) Introducing Morgan Solomon & the $5.4 Trillion Wealth Tsunami (9:30) Why Most Wealth Won't Transfer Successfully (13:30) The Disaster of Dying Without a Will (16:10) Blended Families: The Most Complex Estate Planning Scenario (18:00) Family Provision Act Claims — The Fastest Growing Court Dispute in WA (22:00) The Black Sheep Child: Can You Cut Them Out? (28:00) The Family Farm Succession Trap (35:50) What Successful Families Do Differently (40:00) How Often Should You Review Your Estate Plan? (43:30) The Ensemble of Advisors You Need (49:30) Final Takeaways: Have the Conversation, Take Action ------------------------------------------------------------------ Recorded and produced by Podwave Studios: https://podwavestudios.au/ The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au . Have a question? Email us ask@capital-partners.com.au . This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.

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