Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career.

Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money.

• (00:00 - 03:00) Rakesh Shah's 18-year journey at Capital Partners
• (03:00 - 04:23) The Kenyan tea business
• (04:47 - 06:34) Helping clients transform their financial lives
• (06:34 - 08:30) A passion for retirement workshops
• (09:14 - 10:00) Becoming a shareholder at Capital Partners
• (10:00 - 11:12) Rakesh's money personality

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.

Award-winning wealth adviser, Kathryn Creasy shares her expertise and the motivation behind the recently released "Crisis to Confidence" white paper, offering practical financial and emotional guidance for women facing the prospect of life after divorce, separation or bereavement.

Discover real-life success stories, the importance of building a supportive team, and actionable steps to regain control and build a brighter future after a major life event.

Whether you’re experiencing change yourself or supporting someone who is, this episode provides valuable tools and inspiration to move forward with confidence.

• 0:00-1:06 Introduction
• 1:06-2:24 Wins of the Week
• 2:24-8:01 The “Crisis to Confidence” Project
• 8:01-12:11 The Three-Year Journey and Legal Foundations
• 12:11-17:21 Financial and Legal Considerations
• 17:21-19:22 Non-Financial Support and Building a Team
• 19:22-25:29 Success Stories and Client Transformation
• 25:29-27:21 Guidance and Resources for Listeners

Read Crisis to Confidence.

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.

In this episode of The Purposeful Investor, Aden sits down with Andrew Nuttall from New Zealand to explore what it truly means to face your own mortality and live to tell the tale.

Andrew shares his remarkable near-death experience, the life lessons it inspired, and how it shaped his views on family, financial security, and the real meaning of wealth. Together with Capital Partners founder David, they discuss the importance of strong relationships, gratitude, resilience, and the philosophy of "wealth beyond money.

• 0:00-2:00 Introduction
• 2:00-7:30 Wins of the Week
• 7:30-12:30 Andrew’s Background and Connection
• 12:30-18:00 Andrew’s Near-Death Experience
• 18:00-27:00 Reflections on Family, Financial Preparedness, and Wealth
• 27:00-37:00 Parallels Between Physical and Financial Health
• 37:00-42:49 Lessons, Regrets, and Final Reflections

Additional resources: Futures Model

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.