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The Purposeful Investor

The Purposeful Investor

Auteur(s): Aden Wilkins & David Andrew
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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 Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
Épisodes
  • Tax planning blind spots that cost investors thousands (with Kathryn Creasy)

    Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
    Jul 6 2025

    Aden sits down with Kathryn Creasey, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits.

    Whether you’re an expat, business owner, or building wealth for the next generation, this episode will help you plan with clarity and confidence.

    Download your FREE tax planning whitepaper.

    • 1:26–5:04 - What tax planning means and why it matters
    • 5:04–11:00 – Superannuation strategies and contribution tips
    • 11:00–15:33 – Structuring investment assets
    • 15:33–21:17 – How family trusts and bucket companies work
    • 21:17–26:50 – Key trigger points for tax planning
    • 26:50–34:09 – Why business owners need to plan proactively


    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.
    Voir plus Voir moins
    37 min
  • Unpacking the Perth property market (with Michael Killiner and Rowen Powell)

    Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
    Jun 26 2025

    Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor options, rent investing, and strategic purchasing.

    • 0:00-5:00 Introduction
    • 5:00-15:00 Perth Property Market Overview
    • 15:00-25:00 Family Property Support Strategies
    • 25:00-35:00 Borrowing and Investment Insights
    • 35:00-40:00 Closing 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.
    Voir plus Voir moins
    37 min
  • How 100 Women is empowering women globally (with Alicia Curtis and Karen Brittain)

    How 100 Women is empowering women globally (with Alicia Curtis and Karen Brittain)
    Jun 12 2025

    Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more.

    Join Aden and Capital Partners Managing Director, Charmaine Lamprecht as they sit down with Alicia Curtis and Karen Brittain from 100 Women.

    Discover how a simple idea has grown into a powerful movement supporting grassroots charities, advancing gender equality, and creating meaningful social impact.

    • (0:10 - 0:20) The origin of 100 Women
    • (0:20 - 0:30) From 100 to 380 members
    • (0:30 - 0:40) The grant selection process
    • (0:40 - 0:50) Successful grant recipients
    • (0:50 - 1:00) The UN Sustainability Goals and the importance of gender equality
    • (1:00 - 1:10) How businesses and individuals can get involved
    • (1:10 - 1:20) Expanding nationally and internationally
    • (1:20 - 1:30) The power of collective giving

    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.
    Voir plus Voir moins
    33 min

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