A practical podcast about clever investing
Authors
David Andrew
Founder
Aden Wilkins
Financial Adviser
From umpiring to wealth advising | Meet Rob McCaw
Podcast | The Purposeful Investor • podcast
The Millionaire Next Door | Unveiling the real secrets to lasting wealth
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Financial wisdom and Kenyan tea | Meet Rakesh Shah
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Navigating divorce | From crisis to confidence (with Kathryn Creasy)
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Dead man walking (with Andrew Nuttall)
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Die with Zero | How to live a fulfilling financial life
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What is Private Equity and should it be in my portfolio?
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Navigating the first half of 2025
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Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
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Advising in the eye of the storm (the GFC) | Meet James McLeod
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Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
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How 100 women is transforming philanthropy and empowering women globally
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“I was winning on paper—but something was missing” | Meet Steven Boyce
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Division 296 | Demystifying the $3 Million Superannuation Tax
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Financial adviser and taekwondo expert | Meet Michael Hayward
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What life in the AFL taught Sam Menegola about resilience, identity and purpose
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Family, finance, and ultra-marathons | Meet David Rossbach
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Quarterly Update | What’s going on in the world?
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How does the founder of Capital Partners invest his family’s wealth?
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How can Millennials, Gen Z and Gen Y get ahead of the game financially?
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From Police Officer to Wealth Adviser | John Ryan’s Adviser Profile
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The difference between getting wealthy and staying wealthy
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I help women make confident financial decisions | Meet Kathryn Creasy
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Don’t be the richest person in the cemetery (with Michael Aitken)
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Predictions that (probably) won’t happen in 2025
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The retirement journey of a sexual health physician (with Dr. Lewis Marshall)
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Index funds, ETFs and the dark side of financial planning (with Laura Tarbox)
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Philanthropy, legacy planning and getting your family involved (with Denise Cheng)
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The making of a managing director | Charmaine Lamprecht’s story
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Episode 29 | Looking back at 2024
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Episode 28 | How will Donald Trump and the results of the US election impact global share markets
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Episode 27 | How can AI enhance our lives? (with Hannah Hardy-Jones from Contented AI)
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Episode 26 | Why you need personal insurance
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Episode 25 | Longevity risk: How to ensure you have enough
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Episode 24 | How to avoid the entitlement trap
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Episode 23 | Should I just be investing in the S&P 500?
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Episode 22 | 25 years of Capital Partners
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Episode 21 | Are you really ready for retirement?
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Episode 20 | What remains the same in an ever-changing world?
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Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)
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Episode 18 | What makes a successful business owner Part 2
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Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)
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Episode 16 | End of financial year market update
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Bonus | Steven Boyce on what makes a successful business owner
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Episode 15 | The importance of strategic planning (Wealth with Purpose Part 3)
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Bonus | Property Market Update
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Episode 14 | Wealth With Purpose Part 2 – Start with your why
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Episode 13 | Three key complexities of wealth management
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Episode 12 | Wealth With Purpose Part 1
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Episode 11 | Quarterly market update 2024
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Episode 10 | What does sustainable investing involve?
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Bonus | Is it possible to time the market?
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Episode Nine | Why women make better investment decisions
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Episode Eight | How to navigate market uncertainty
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Episode Seven | Ambition in retirement
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Episode Six | What’s your money personality?
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Episode Five | Business succession planning
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Episode Four | The evolution of investing
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Episode Three | Why progress meetings matter
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Episode Two | What to expect from 2024
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Episode One | The ‘why’ behind Capital Partners
Podcast | The Purposeful Investor • podcast