Bonus | "I help women make confident financial decisions" | Meet Kathryn Creasy 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.

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The Purposeful Investor

Bonus | "I help women make confident financial decisions" | Meet Kathryn Creasy

February 28, 2025 • Season 2

In this special Adviser Profile Series, we sit with Kathryn Creasy, Head of Advice and Wealth Adviser at Capital Partners. Kathryn shares her career journey from marketing to stockbroking and eventually into financial planning.

She reflects on the challenges and rewards of her role, the lessons learned along the way, and what she enjoys most about working with clients and mentoring the next generation of advisors. Kathryn also discusses her passion for empowering women in finance, her involvement in the Empower Her study tour in New York, and why financial confidence is key for those navigating major life transitions.

This episode offers an insightful look into the world of financial advising and Kathryn’s unique approach to helping clients and growing a sustainable, values-driven business.

(2:00 - 5:00) Kathryn’s career journey: From marketing to financial planning
(5:00 - 7:00) The transition to Capital Partners and early challenges
(7:00 - 10:00) Becoming Head of Advice and her role in the executive team
(10:00 - 12:00) Passion for empowering women in finance
(12:00 - 14:00) A standout Capital Partners memory: Becoming a shareholder
(14:00 - 16:00) Kathryn’s money personality: The Freedom Seeker

Capital Partners Generation Two 2018 Shareholders

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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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