Private credit unveiled | Risks, rewards, and realities for investors

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 down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines.

The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk, and regulatory oversight.

• 2:58-3:34 The value of goal setting and future planning
• 3:34-8:17 What is private credit?
• 8:17-12:43 The emergence of private credit as an asset class
• 12:43-18:52 How private credit works for investors
• 18:52-20:16 Liquidity and risk
• 20:16-26:28 The La Trobe fund case study
• 26:28-31:03 Risks in private credit
• 31:03-38:22 Retail vs. sophisticated investors
• 38:22-46:13 Comparing private credit to equities
• 46:13-47:35 Advice for different investor profiles

For more information on Capital Partners visit capital-partners.com.au.

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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.