business
Hosted by Aden Wilkins & David Andrew · business · EN-AU · 88 episodes
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 se
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
42%
Guest openness
Selective
Sign up to generate a grounded pitch for The Purposeful Investor.
Signup to Generate a PitchThe 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.
The Purposeful Investor is hosted by Aden Wilkins & David Andrew. The show has published 88 episodes to date.
Recent episodes include "Ep 84 | The $3 Trillion Nobody in Your Family Is Discussing with Morgan Solomon" (24 September 2026, 57 minutes), "Ep 83 | Why the Bond Market Decides the Cost of Money" (10 September 2026, 51 minutes), and "Ep 81 | When the stakes are high - What can investors learn from an Olympian?" (13 August 2026, 58 minutes).
The Purposeful Investor publishes roughly every two weeks, with episodes averaging 51 minutes across 88 episodes.
Booking probability for The Purposeful Investor is 42%, and the host is rated Selective on guests. The Purposeful Investor requires a Pod Score of 80 or higher. The Purposeful Investor's contact route on record: verified email.
The strongest fits for The Purposeful Investor are Investing & Wealth Management. The Purposeful Investor has a business audience.
Aden Wilkins & David Andrew hosts The Purposeful Investor, a business show with 88 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #84
Ask a question or send feedback Most Australians assume their estate will simply pass to their spouse or split evenly between the kids. The data says otherwise. In this episode of The Purposeful Investor, David Andrew...
Episode #83
Ask a question or send feedback Apollo Lupescu from Dimensional Fund Advisors joins Aden Wilkins and David Andrew to unpack the questions clients keep raising, from the size of US government debt to what is really...
Episode #81
Ask a question or send feedback Former Hockeyroo and Olympian Fiona Ryan joins David Andrew and Aden Wilkins to talk about the mindset behind high performance. Fiona shares her journey from elite hockey through a...
Episode #80
Ask a question or send feedback Perth's property market has been one of the hottest in the country, but the federal budget changed everything. In this episode, Capital Partners founder David Andrew and Aden Wilkins sit...
Episode #79
Ask a question or send feedback Tariffs, Trump, the Iran conflict, soaring oil prices, an overvalued market that still refuses to crash - the 2026 financial year had it all. In this end-of-financial-year special...
Episode #78
Ask a question or send feedback On the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never...
Episode #77
Ask a question or send feedback Australia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation's wealth and according to Perth's leading succession lawyer...
Episode #76
Ask a question or send feedback Do you need to beat the market to be a successful investor? Is cash really safe? Should you be chasing the next big trend whether that's crypto, gold or AI? In this episode, Capital...
Episode #75
Ask a question or send feedback Treasurer Jim Chalmers handed down the federal budget and the proposed changes to capital gains tax, negative gearing and family trust distributions could significantly affect how...
Episode #74
Ask a question or send feedback Despite Western Australia's booming mining driven economy, new data reveals that most WA families are still anxious about money. In this episode, David Andrew and Aden Wilkins sit down...
Episode #73
Ask a question or send feedback The market was down 4.3% in Q1 2026 and the headlines were bleak. But look under the hood and the story is completely different. In this episode of The Purposeful Investor, David Andrew...
Episode #72
Ask a question or send feedback 60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they...
Episode #71
Ask a question or send feedback War in the Middle East. Rising oil prices. Expensive markets. AI changing everything. With so much noise, what should investors actually do? In this episode of The Purposeful Investor...
Episode #70
Ask a question or send feedback Is the government about to change capital gains tax, superannuation rules, and how trusts are taxed? In this episode of The Purposeful Investor, Capital Partners founder David Andrew and...
Episode #69
Ask a question or send feedback Have you ever wondered why some people make financial decisions with ease while others constantly struggle to strike a balance between living for today and saving for tomorrow? In this...
Episode #5
Ask a question or send feedback What if wealth wasn’t a race for more, but a plan for enough? We sit down with Brian Portnoy , author of The Geometry of Wealth and founder of Shaping Wealth, to explore funded...
Episode #4
Ask a question or send feedback Headlines tell you to act. A plan tells you when to be still. We sat down with Capital Partners founder David Andrew and Dimensional Fund Advisors Australia CEO Bhanu Singh to unpack how...
Episode #3
Ask a question or send feedback We unpack how families can help first-home buyers enter the market without risking retirement, and why honest conversations plus clear numbers beat media noise. Practical steps include...
Episode #2
Ask a question or send feedback This is one of our most important episodes - ever! Predictions feel powerful until they're not. We pull back the curtain on what actually drives long-term investment returns and explore...
Episode #1
Ask a question or send feedback Markets never move in straight lines and 2025 proved it once again. The first year of President Trump Mk II was always going to be interesting! As we look to 2026, we dust off the crystal...
Recent guests on The Purposeful Investor. Study who booked and why before you pitch.
Vice President, Dimensional Fund Advisors
professor of Marketing, Behavioral Decision Making, and Psychology at UCLA's Anderson School of Management, University of California-Los Angeles
senior marketing executive, Healing Centered Restorative Engagement
coach, leader, entrepreneur, expert in emotional wellness, Mind Reader Media
PitchCentric classifies The Purposeful Investor under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ