The Purposeful Investor

De: Aden Wilkins & David Andrew
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  • Resumen

  • 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
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Economía Finanzas Personales Gestión Gestión y Liderazgo
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Episodios
  • What AFL taught Sam Menegola about resilience, identity and purpose

    What AFL taught Sam Menegola about resilience, identity and purpose
    May 8 2025

    Join Aden Wilkins, Nick Menegola, and special guest former AFL player turned insurance broker Sam Menegola.

    Sam shares his candid insights on navigating career transitions, maintaining personal identity, and finding purpose beyond professional sports.

    Learn valuable lessons about self-discovery and prepare for life's next chapter through Sam's personal journey from the football field to the corporate world.

    • (02:34 - 06:02) Sam's AFL Career Journey
    • (06:02 - 10:35) Career Transition and Preparation
    • (10:35 - 19:11) Four Pillars of Transition
    • (19:11 - 33:37) Skills Learned from Professional Sports
    • (33:37 - 42:05) Retirement Insights and Advice

    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 m
  • Family, finance, and ultra-marathons | Meet David Rossbach

    Family, finance, and ultra-marathons | Meet David Rossbach
    Apr 24 2025

    Join us as David Rossbach shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice has shaped his career.

    David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves what he does.

    • (00:00 - 03:32) David Rossbach's journey into financial planning
    • (03:32 - 05:16) The difference between the UK experience and Capital Partners
    • (05:16 - 07:10) The liberation of working at Capital Partners
    • (07:10 - 08:16) Mentoring others and learning from client interactions
    • (08:27 - 09:56) Working with medical professionals
    • (10:04 - 10:50) Balancing work, family, and his own passions
    • (11:44 - 12:31) Focusing on providing opportunities for the future generations

    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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    14 m
  • Quarterly Update | What's going on in the world?

    Quarterly Update | What's going on in the world?
    Apr 10 2025

    Hosts Aden and David are joined by Nick Menegola and Dr Steve Garth. Together, they unpack the latest market volatility, trade tensions, and economic uncertainties.

    Listen now to learn how to stay calm, make rational investment decisions, and understand the real story behind the headlines.

    • (05:00 - 15:00) Trade Wars and Market Volatility
    • (15:00 - 25:00) Market Performance Analysis
    • (25:00 - 35:00) Media and Investor Psychology
    • (35:00 - 45:00) Investment Strategies


    Resources:

    We’ve seen bad movies like this before - Capital Partners

    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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    51 m
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