Hosted by Aden Wilkins & David Andrew · EN-GB · 80 episodes
Established thought leaders with verified media credentials.
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
Aden Wilkins & David Andrew hosts The Purposeful Investor, a business show with 80 episodes published.
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, mo
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 Partne
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 Australi
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 wit
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 an
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 A will that's 10 years out of date.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 eve
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, Dav
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 c
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 epi
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 contentment
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 a
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 gua
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 ho
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
Ask a question or send feedback In this powerful episode of The Purposeful Investor, host Aden Wilkins welcomes Tracy Hall - author, keynote speaker, and survivor of one of Australia’s most prolific con men. Tracy shares
Ask a question or send feedback In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advis
Ask a question or send feedback Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit. The
Ask a question or send feedback In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfo
Ask a question or send feedback In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break
Ask a question or send feedback Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partner
Apollo Lupescu
Vice President · Dimensional Fund Advisors
2 appearances on this show
Dr. Hal Hershfield
professor of Marketing, Behavioral Decision Making, and Psychology at UCLA's Anderson School of Management · University of California-Los Angeles
1 appearance on this show
Tracy Hall
senior marketing executive · Healing Centered Restorative Engagement
1 appearance on this show
James McLeod
coach, leader, entrepreneur, expert in emotional wellness · Mind Reader Media
1 appearance on this show
John Ryan
Grammy-winning songwriter, producer, and multi-instrumentalist · Monterey Bay Aquatic Research Institute
1 appearance on this show
founder of Capital Partners
Capital Partners
1 appearance on this show
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The Purposeful Investor is hosted by Aden Wilkins & David Andrew. The show is categorised under business (investing) and has published 80 episodes.
The Purposeful Investor has published 80 episodes.
The Purposeful Investor regularly covers business, investing, management. It sits in the business category, with a investing focus.
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