The Purposeful Investor Podcast Por Aden Wilkins & David Andrew arte de portada

The Purposeful Investor

The Purposeful Investor

De: Aden Wilkins & David Andrew
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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.

© 2025 The Purposeful Investor
Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • "I was winning on paper, but something was missing" | Meet Steven Boyce
    Jun 5 2025

    Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising.

    Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money, and how he became a "freedom seeker" dedicated to helping clients achieve meaningful financial clarity.

    Steven reveals the unique approach that sets Capital Partners apart and provides insights into building genuine client relationships beyond traditional investment strategies.

    • (00:00 - 02:59) Steven Boyce's Early Career
    • (02:59 - 05:34) Transition to Financial Advisory
    • (05:34 - 08:27) Career Evolution at Capital Partners
    • (08:27 - 11:34) Most Enjoyable Aspects of Role
    • (11:34 - 13:14) Unique Value Proposition
    • (13:14 - 14:35) Personal Insights

    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.

    Más Menos
    15 m
  • Division 296 | Demystifying the $3 Million Superannuation Tax
    May 29 2025

    Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings.

    • (02:00 - 07:00) What is the Division 296 Tax
    • (07:00 - 12:00) Debunking myths about superannuation tax rates
    • (12:00 - 16:00) Unrealised gains and lack of indexation
    • (16:00 - 24:00) Exploring alternative investment strategies
    • (24:00 - 33:00) Managing potential tax implications

    Materials:

    Div-296-3m-tax.pdf


    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.

    Más Menos
    36 m
  • Financial adviser and taekwondo expert | Meet Michael Hayward
    May 15 2025

    Join Aden Wilkins in this bonus series, as he's joined by Michael Hayward, Principal Wealth Adviser at Capital Partners, shares his remarkable 20-year journey in financial planning. Discover how a chance encounter, a love for goal-setting, and a passion for helping others led him to become a trusted adviser.

    Michael reveals the secrets behind providing clients with financial security, discusses his unique background as a six-dan black belt in Taekwondo, and explains why being a "Family Guardian" drives his professional approach.

    • (00:00 - 03:12) Michael Hayward's passion for investing
    • (03:25 - 05:15) Early days at Capital Partners
    • 05:25 - 06:41 How a taekwondo background has influenced professional discipline
    • (06:50 - 09:06) Providing clients with a sense of security and peace of mind
    • (09:16 - 10:17) Advising multiple generations of the same family
    • (10:31 - 11:30) Winning CFP of the Year
    • (11:42 - 12:32) Focusing on supporting and setting up families for success

    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.

    Más Menos
    14 m
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