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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

How can Millennials, Gen Z and Gen Y get ahead of the game financially?

March 21, 2025 • Season 2

0:00 | 45:31

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Joining us today is financial professional and wealth strategist Tim Andrew; that's right—David's son is here in the studio.

Tim shares his personal journey into financial literacy, providing a practical guide for young adults, from childhood money lessons at the dinner table to navigating the challenges of budgeting, property investment, and long-term wealth-building.

Learn how to structure your finances, avoid common money traps, and make smarter financial decisions—whether saving for a home, managing cash flow, or planning long-term investments—a must-listen for young professionals looking to build financial security.

(0:05 - 0:10) Tim’s early money memories: financial conversations at home
(0:10 - 0:15) Budgeting strategies and the ‘bucketing’ method for saving
(0:15 - 0:20) Credit cards, borrowing power, and why Tim stopped using one
(0:20 - 0:25) Property investment
(0:25 - 0:30) Lessons learned from financial mistakes
(0:30 - 0:35) Understanding long-term investing, index funds, and compounding returns
(0:35 - 0:40) Superannuation: understanding its value and common mistakes

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.