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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 Economie Finances privées Management Management et direction
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    Épisodes
    • What is Private Equity and should it be in my portfolio?

      What is Private Equity and should it be in my portfolio?
      Jul 31 2025

      Send us an idea or some feedback!

      Join Aden and David as they demystify private equity investing. In this episode, they explore the key differences between private and public investments, share a compelling case study of Virgin Australia's private equity transformation, and provide expert guidance on understanding this complex investment landscape.

      Learn about the potential benefits and risks, discover why liquidity matters, and gain valuable insights into making informed investment decisions.

      • 0:00-5:00 Introduction
      • 5:00-15:00 Understanding Private Equity Basics
      • 15:00-25:00 Virgin Australia Case Study
      • 25:00-35:00 Investment Challenges
      • 35:00-45:00 Business Owner Perspectives
      • 45:00-50:00 Conclusion

      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.
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      43 min
    • Navigating the first half of 2025

      Navigating the first half of 2025
      Jul 18 2025

      Send us an idea or some feedback!

      Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential economic challenges ahead, including developments in China and the global market landscape.

      • 00:00 - 02:25 Introduction and Personal Wins
      • 02:25 - 04:45 Financial Year Reflection
      • 04:45 - 08:48 Market Volatility Highlights
      • 08:48 - 0:11:14 Performance Numbers
      • 11:14 - 14:38 Stock Valuation Insights
      • 14:38 - 22:13 Investor Psychology and Volatility
      • 22:13 - 31:34 Future Outlook
      • 31:34 - 41:07 Investment Strategies

      Download our tax planning whitepaper.

      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.
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      41 min
    • Advising in the eye of the storm (the GFC) | Meet James McLeod

      Advising in the eye of the storm (the GFC) | Meet James McLeod
      Jul 10 2025

      Send us an idea or some feedback!

      Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning.

      Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigating divorce, and high net worth clients, and learn about the profound impact of providing peace of mind during life's most challenging moments.

      • (0:29 - 3:24) James' career journey
      • (3:24 - 4:28) The global financial crisis
      • (4:40 - 6:51) Career progression at Capital Partners
      • (6:51 - 9:01) Developing specialized client niches
      • (9:52 - 10:27) Capital Partners' most impactful work
      • (12:50 - 14:06) James's money personality
      • (14:22 - 15:32) Alternative career aspirations

      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.
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      17 min
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