『The Purposeful Investor』のカバーアート

The Purposeful Investor

The Purposeful Investor

著者： Aden Wilkins & David Andrew
無料で聴く

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.

© 2026 The Purposeful Investor マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu

    Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu
    2026/06/04

    Ask a question or send feedback

    Do you need to beat the market to be a successful investor? Is cash really safe? Should you be chasing the next big trend whether that's crypto, gold or AI? In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Apollo Lupescu from Dimensional Fund Advisors in California to bust 10 of the most common investing myths once and for all.

    ------------------------------------------------------------------

    Follow Apollo Lupescu:
    LinkedIn: https://www.linkedin.com/in/apollolupescu/
    Dimensional Fund Advisors: https://www.dimensional.com

    Follow David Andrew:
    LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/
    Capital Partners: https://capital-partners.com.au/team-members/david-andrew/

    Follow Aden Wilkins:
    LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/
    Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/

    Follow Capital Partners on socials:
    Facebook: https://www.facebook.com/CapitalPartnersPWA/
    LinkedIn: https://www.linkedin.com/company/capital-partners-3/
    Instagram: https://www.instagram.com/capitalpartnersprivatewealth/

    ------------------------------------------------------------------

    Chapters:
    (0:00) Welcome and Wins of the Week
    (5:34) Myth 1: Past Performance Predicts Future Results
    (11:44) Myth 2: You Must Beat the Market to Succeed
    (15:46) Myth 3: Cash Is a Safe Long-Term Strategy
    (18:08) Myth 4: You Need to Time the Market
    (26:26) Myth 5: Higher Risk Always Means Higher Returns
    (32:46) Myth 6: Active Stock Picking Beats the Market
    (35:48) Myth 7: International Investing Is Too Risky
    (40:52) Myth 8: Run for Cover When Markets Get Volatile
    (45:02) Myth 9: Financial News Helps You Make Better Decisions
    (49:06) Myth 10: You Must Back the Next Big Trend

    ------------------------------------------------------------------

    Recorded and produced by Podwave Studios: https://podwavestudios.au/

    The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

    We draw on over 30 years of experience from David Andrew and the Capital Partners team.

    For more information on Capital Partners' award winning team, visit capital-partners.com.au.

    Have a question? Email us ask@capital-partners.com.au.

    This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.
    続きを読む 一部表示
    55 分
  • Ep 75. | Why This Budget Punishes Aspiration Not Wealth

    Ep 75. | Why This Budget Punishes Aspiration Not Wealth
    2026/05/28

    Ask a question or send feedback

    Treasurer Jim Chalmers handed down the federal budget and the proposed changes to capital gains tax, negative gearing and family trust distributions could significantly affect how Australians build wealth. In this special episode, Capital Partners founder David Andrew and wealth advisor Aden Wilkins speak with Nick Menegola to break down what has actually been proposed, who it impacts, and why you should not be making any rash decisions just yet.


    ------

    Follow Nick Menegola:
    LinkedIn: https://www.linkedin.com/in/nick-menegola-490b64123/
    Website: https://capital-partners.com.au/team-members/nick-menegola/

    Follow David Andrew:
    LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/
    Capital Partners: https://capital-partners.com.au/team-members/david-andrew/

    Follow Aden Wilkins:
    LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/
    Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/

    Follow Capital Partners on socials:
    Facebook: https://www.facebook.com/CapitalPartnersPWA/
    LinkedIn: https://www.linkedin.com/company/capital-partners-3/
    Instagram: https://www.instagram.com/capitalpartnersprivatewealth/

    ------

    Chapters:
    (0:00) Welcome and Wins of the Week
    (3:55) What This Budget Is Really About
    (6:15) Who Does This Budget Actually Hit
    (11:45) Capital Gains Tax Changes Explained
    (17:00) The 30% Minimum Rate and Pre-1985 Assets
    (20:00) Negative Gearing: What Changes and What Does Not
    (23:15) Beware the House and Land Package Spruikers
    (27:30) Family Trust Flat Tax
    (31:15) Real Example: What It Means for a Small Business Family
    (37:25) Why Super Becomes Even More Attractive
    (40:00) The Trillion Dollar Debt in Perspective
    (43:40) Who Needs to Be Paying Attention Right Now

    ------

    Recorded and produced by Podwave Studios https://podwavestudios.au/

    The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

    We draw on over 30 years of experience from David Andrew and the Capital Partners team.

    For more information on Capital Partners' award winning team, visit capital-partners.com.au.

    Have a question? Email us ask@capital-partners.com.au.

    This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.
    続きを読む 一部表示
    51 分
  • Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull

    Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull
    2026/05/21

    Ask a question or send feedback

    Despite Western Australia's booming mining driven economy, new data reveals that most WA families are still anxious about money. In this episode, David Andrew and Aden Wilkins sit down with Kristen Turnbull, Director of CoreData Reasarch WA, to unpack the findings of the Voice of WA research report. This was a statewide survey of more than 1,000 Western Australians exploring their relationship with money, financial confidence, and outlook for retirement.

    ------

    Follow
    Follow Kristen Turnbull:
    LinkedIn: https://www.linkedin.com/in/kristenturnbullcoredata/

    Follow David Andrew:
    LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/
    Capital Partners: https://capital-partners.com.au/team-members/david-andrew/

    Follow Aden Wilkins:
    LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/
    Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/

    Follow Capital Partners on socials:
    Facebook: https://www.facebook.com/CapitalPartnersPWA/
    LinkedIn: https://www.linkedin.com/company/capital-partners-3/
    Instagram: https://www.instagram.com/capitalpartnersprivatewealth/

    ------

    Chapters:
    (0:00) Welcome and Wins of the Week
    (4:47) Introducing Kristen Turnbull and the Voice of WA Report
    (7:15) WA's Booming Economy So Why Are Families Still Anxious?
    (12:30) Financial Stress Hits Every Income Bracket
    (16:00) The Thin Veneer of Affluence
    (19:20) The Numbers That Prove Advice Makes a Difference
    (24:00) Choice Architects and Confirmation Bias
    (29:30) Why Even Financial Experts Take Advice
    (33:45) The Squeezed Middle and the Tax Reform Problem
    (39:40) Retirement Expectations vs Reality
    (44:30) The Advice Shortage Crisis and Information Overload
    (50:00) Health, Social Connection and WA Values

    ------

    Recorded and produced by Podwave Studios https://podwavestudios.au/

    The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

    We draw on over 30 years of experience from David Andrew and the Capital Partners team.

    For more information on Capital Partners' award winning team, visit capital-partners.com.au.

    Have a question? Email us ask@capital-partners.com.au.

    This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.
    続きを読む 一部表示
    56 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません