Episode 29 | Looking back at 2024 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.

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.

All Episodes

The Purposeful Investor

Episode 29 | Looking back at 2024

January 03, 2025 • Aden Wilkins & David Andrew • Season 1 • Episode 29

0:00 | 29:44

Ask a question or send feedback

Aden and David reflect on the key milestones and events of 2024. They discuss the firm's growth, team achievements, and personal milestones, as well as provide insights into the performance of financial markets and global events over the past year.

The hosts also share their gratitude for their clients and listeners and encourage everyone to adopt a mindset of positivity and gratitude as they look ahead to 2025. This episode offers a comprehensive recap of the year that was and sets the stage for an exciting new year to come.

(02:13 - 07:30) Wins of the week
(07:31 - 13:57) The performance of financial markets in 2024
(14:00 - 20:00) Global events in 2024
(20:01 - 29:35) Wishing everyone a safe and happy holiday season

___________________________________________________________________________________________

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.

...