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

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By Capital Partners Podcast | The Purposeful Investor

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 and adjusting lifestyle spending
  • (0:30 – 0:35) The importance of long-term investing, index funds, and compounding returns
  • (0:35 – 0:40) Superannuation: understanding its value and common mistakes to avoid

The information provided on this site 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 financial planner who can consider if these strategies and products are right for you.

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