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How does the founder of Capital Partners invest his family’s wealth?

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By Capital Partners Podcast | The Purposeful Investor

Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth.

Learn from his experiences, including early investment mistakes, the importance of long-term thinking, and how David and his wife, Robin, have approached financial planning.

  • (02:35 – 06:16) Early financial habits
  • (06:16 – 12:48) Automating finances
  • (12:48 – 17:30) Worst investment experiences
  • (17:30 – 23:35) Investment Philosophy
  • (23:35 – 30:24) Asset allocation
  • (30:24 – 34:04) Modest home choices
  • (34:04 – 41:08) Exploration of alternative investments
  • (41:08 – 43:46) Key financial lessons

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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