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.

Join us in the bonus series of The Purposeful Investor, where Aden is joined by David Rossbach, who 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.

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.

Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth.

Learn from his experiences, including early investment mistakes, the importance of long-term thinking, and how David and his wife, Robyn, have approached financial planning.

• (02:35 - 06:16) Early financial habits
• (06:16 - 12:48) Automating finances
• (12:48 - 17:30) Worst investment experiences
• (17:30 - 23:35) Investment Philosophy
• (23:35 - 30:24) Asset allocation
• (30:24 - 34:04) Modest home choices
• (34:04 - 41:08) Exploration of alternative investments
• (41:08 - 43:46) Key financial lessons

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.

Joining us today is financial professional and wealth strategist Tim Andrew; that's right—David's son is here in the studio.

Tim shares his personal journey into financial literacy, providing a practical guide for young adults, from childhood money lessons at the dinner table to navigating the challenges of budgeting, property investment, and long-term wealth-building.

Learn how to structure your finances, avoid common money traps, and make smarter financial decisions—whether saving for a home, managing cash flow, or planning long-term investments—a must-listen for young professionals looking to build financial security.

• (0:05 - 0:10) Tim’s early money memories: financial conversations at home
• (0:10 - 0:15) Budgeting strategies and the ‘bucketing’ method for saving
• (0:15 - 0:20) Credit cards, borrowing power, and why Tim stopped using one
• (0:20 - 0:25) Property investment
• (0:25 - 0:30) Lessons learned from financial mistakes and adjusting lifestyle spending
• (0:30 - 0:35) The importance of long-term investing, index funds, and compounding returns
• (0:35 - 0:40) Superannuation: understanding its value and common mistakes to avoid

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.

Join Aden Wilkins in this bonus series, as he's joined by John Ryan, senior wealth adviser at Capital Partners, who shares his fascinating career transformation from police officer to financial planner. Discover how personal experiences, critical thinking skills, and a passion for helping people led him to become a strategic wealth advisor.

John reveals insights into working with complex family groups, his unique office connection ritual inspired by the Crusaders rugby team, and the importance of entrepreneurial thinking. A compelling story of adaptability, connection, and finding purpose in one's professional path.

• (0:05 - 0:10) Career journey from police academy to financial planning
• (0:10 - 0:15) The health insurance that sparked interest in financial planning
• (0:15 - 0:20) Skills learned from previous careers
• (0:20 - 0:25) Working with family groups, rural businesses, and not-for-profit foundations
• (0:25 - 0:30) Unique office connection ritual
• (0:30 - 0:35) Discussion of money personality
• (0:35 - 0:40) Reflection on entrepreneurial 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.

Aden Wilkins and David Andrew explore the psychology behind financial decision-making, drawing insights from Morgan Housel’s award-winning book, The Psychology of Money. They discuss key concepts such as why no one’s financial mindset is irrational, the difference between getting wealthy and staying wealthy, and why true wealth is often invisible.

They also explore how different people play different financial games, emphasising the importance of understanding your own financial journey rather than comparing it to others. This episode is packed with practical wisdom on smart money habits, avoiding common pitfalls, and making financial decisions that align with your goals.

• (5:00 - 10:00) No one’s crazy – How experiences shape financial behaviour
• (10:00 - 16:00) Getting wealthy vs. staying wealthy – Different skills required
• (16:00 - 22:00) Wealth is what you don’t see
• (22:00 - 26:00) Why comparisons can be misleading
• (26:00 - 32:00) Investment mindsets and risk tolerance

Resources:

The Psychology of Money: Timeless lessons on wealth, greed, and happiness : Housel, Morgan: Amazon.com.au: Books

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 special Adviser Profile Series, we sit with Kathryn Creasy, Head of Advice and Wealth Adviser at Capital Partners. Kathryn shares her career journey from marketing to stockbroking and eventually into financial planning.

She reflects on the challenges and rewards of her role, the lessons learned along the way, and what she enjoys most about working with clients and mentoring the next generation of advisors. Kathryn also discusses her passion for empowering women in finance, her involvement in the Empower Her study tour in New York, and why financial confidence is key for those navigating major life transitions.

This episode offers an insightful look into the world of financial advising and Kathryn’s unique approach to helping clients and growing a sustainable, values-driven business.

Capital Partners Generation Two 2018 Shareholders

• (2:00 - 5:00) Kathryn’s career journey: From marketing to financial planning
• (5:00 - 7:00) The transition to Capital Partners and early challenges
• (7:00 - 10:00) Becoming Head of Advice and her role in the executive team
• (10:00 - 12:00) Passion for empowering women in finance
• (12:00 - 14:00) A standout Capital Partners memory: Becoming a shareholder
• (14:00 - 16:00) Kathryn’s money personality: The Freedom Seeker

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.