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 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.
Episodes
76 episodes
Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu
The market was down 4.3% in Q1 2026 and the headlines were bleak. But look under the hood and the story is completely different. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins speak with Apollo Lupescu from Dimensiona...
Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon
60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they even have one.In this episode of The Purposeful Inv...
Ep. 71 | 4 Ways to Survive a Market Crash with Apollo Lupescu
War in the Middle East. Rising oil prices. Expensive markets. AI changing everything. With so much noise, what should investors actually do? In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Apollo Lupescu ...
Ep. 70 | Why Smart Investors Are Rethinking Their Tax Structure
Is the government about to change capital gains tax, superannuation rules, and how trusts are taxed? In this episode of The Purposeful Investor, Capital Partners founder David Andrew and co-host Aden Wilkins unpack everything you need to know a...
Ep. 69 | The Psychology of Wealth – Why Your Future Self is a Stranger with Hal Hershfield
Have you ever wondered why some people make financial decisions with ease while others constantly struggle to strike a balance between living for today and saving for tomorrow? In this episode of The Purposeful Investor, hosts Aden Wilkins and ...
Ep. 68 | Is Wealthy a Number or a Mindset?
What if wealth wasn’t a race for more, but a plan for enough? We sit down with Brian Portnoy, author of The Geometry of Wealth and founder of Shaping Wealth, to explore funded contentment—the ide...
Ep. 67 | The ABC of Systematic Investing
Headlines tell you to act. A plan tells you when to be still. We sat down with Capital Partners founder David Andrew and Dimensional Fund Advisors Australia CEO Bhanu Singh to unpack how a clear investment philosophy helps you ignor...
Ep. 66 | From Deposit Roadblocks to Smart Pathways into the Property Market
We unpack how families can help first-home buyers enter the market without risking retirement, and why honest conversations plus clear numbers beat media noise. Practical steps include guarantors, 5% deposit schemes, rentvesting, and legal safe...
Ep. 65 | The Evolution of Finance and Systematic Investing
This is one of our most important episodes - ever!Predictions feel powerful until they're not.We pull back the curtain on what actually drives long-term investment returns and explore how a systematic, evidence...
Ep. 64 | Dusting off the Crystal Ball to Understand Investing in 2026
Markets never move in straight lines and 2025 proved it once again. The first year of President Trump Mk II was always going to be interesting!As we look to 2026, we dust off the crystal ball for a conversation about markets and investin...
The Last Victim of Australia's Most Notorious Con Man: Tracy Hall's Journey from Victim to Advocate
In this powerful episode of The Purposeful Investor, host Aden Wilkins welcomes Tracy Hall - author, keynote speaker, and survivor of one of Australia’s most prolific con men. Tracy shares her deeply personal story of losing her life saving...
Bonus | Waltzing into wealth | Meet Damon Sugden
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 h...
How to build, value, and sell a business the smart way
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 s...
Beware the Crypto mirage | How to invest wisely in a volatile world
In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfolios. The trio explores what cryptocurrency is, its orig...
Private credit unveiled | Risks, rewards, and realities for investors
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 ...
Bonus | Umpire/wealth adviser | Meet Rob McCaw
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 a...
The Millionaire Next Door | Unveiling the real secrets to lasting wealth
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 fro...
Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah
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 th...
Navigating divorce | From crisis to confidence (with Kathryn Creasy)
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 afte...
Dead man walking (with Andrew Nuttall)
In this episode of The Purposeful Investor, Aden sits down with Andrew Nuttall from New Zealand to explore what it truly means to face your own mortality and live to tell the tale.Andrew shares his remarkable near-death experience, the l...
Die With Zero | How to live a fulfilling financial life
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 ...
What is Private Equity and should it be in my portfolio?
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 pro...
Navigating the first half of 2025
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 wh...
Bonus | Advising in the eye of the storm (the GFC) | Meet James McLeod
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...
Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
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 famil...