Episode 19 | How to create a legacy plan (Wealth With Purpose part 5) Artwork

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.

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The Purposeful Investor

Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)

September 06, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 19

0:00 | 31:43

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This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful.

They discuss carving out time for strategic thinking, focusing on family, ensuring one's children have a great education and understanding of financial success. Creating a structured yet flexible plan that considers safety, values, and relationships can help you live your legacy.

(0:00:01 - 0:02:27) Introduction and wins of the week
(0:02:27 - 0:04:57) Recap of the wealth with purpose series so far
(0:04:57 - 0:09:11) What is a legacy and healthy legacy plan
(0:09:11 - 0:13:35) Discussion of structured safety
(0:13:35 - 0:17:53) Active stewardship
(0:17:53 - 0:21:27) Importance of services being available to client's and their children

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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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