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Episode 13 | Three key complexities of wealth management

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By Capital Partners Podcast | The Purposeful Investor

In this episode of The Purposeful Investor, host Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client’s inquiry into Australia’s net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to complexity management.

Exploring global wealth trends and Australia’s wealth distribution, they highlight the rise of high-net-worth individuals (HNWIs) and the importance of preparing the next generation for wealth stewardship.

Advocating for financial literacy and equality within families, they discuss practical steps and initiatives to empower heirs and ensure effective wealth management, underscoring their commitment to guiding families towards a future of prosperity and fulfilment.

Australian Statistics
Knight Frank Wealth Report
What does $1M USD buy you in SQM across different cities
What does it take to be in the top 1%

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