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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.
The Purposeful Investor
Bonus | Umpire/wealth adviser | Meet Rob McCaw
Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners.
Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth.
Rob reveals the importance of being a "safe pair of hands" for clients, the nuances of retirement planning, and what it means to be a family-focused financial guardian.
This episode offers insights into the human side of financial advising and the meaningful connections that drive success.
- (00:00 - 0:02:18) Rob McCaw and his career journey
- (02:18 - 04:34) The parallels between umpiring and financial advising
- (04:34 - 06:13) Rob's passion for building relationships
- (06:13 - 08:45) The importance of being a "safe pair of hands" for clients
- (08:45 - 11:45) The concept of retirement planning
- (11:45 - 13:35) Rob's money personality
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. 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.
