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
Private credit unveiled | Risks, rewards, and realities for investors
In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt).
Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines.
The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk, and regulatory oversight.
- 2:58-3:34 The value of goal setting and future planning
- 3:34-8:17 What is private credit?
- 8:17-12:43 The emergence of private credit as an asset class
- 12:43-18:52 How private credit works for investors
- 18:52-20:16 Liquidity and risk
- 20:16-26:28 The La Trobe fund case study
- 26:28-31:03 Risks in private credit
- 31:03-38:22 Retail vs. sophisticated investors
- 38:22-46:13 Comparing private credit to equities
- 46:13-47:35 Advice for different investor profiles
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.
