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.
The Purposeful Investor
Episode 1 | The 'why' behind Capital Partners
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.
- (0:04:25 - 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
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.
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
