Best Capital Partners Private Wealth Advisers Podcasts (2024)

1
Bonus | Steven Boyce on what makes a successful business owner 42:48

19h ago42:48

42:48

In this episode, Aden interviews, Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all successful business owners have in common. (0:00-0:12) Introduction and welcome (0:12-0:39) Steven shares …

1
Episode 15 | The importance of strategic planning (Wealth with Purpose part 3) 32:29

16d ago32:29

32:29

In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of mi…

1
Bonus | Property Market Update 24:27

1M ago24:27

24:27

This episode of The Purposeful Investor provides an update on the hot Perth property market. Lachlan Delahunty from Performance Property shares his insights on the current conditions, discussing high demand, low stock levels, and multiple offers being common. He explains how property market cycles typically work, with periods of growth and stagnati…

1
Episode 14 | Wealth With Purpose Part 2 - Start with your why 27:25

1M ago27:25

27:25

In this episode of The Purposeful Investor, David discusses the importance of understanding a client's "why" before developing a financial plan. He explains how exploring your values, goals and priorities helps ensure the plan supports how you want to live your life with meaning and purpose. Resources: Wheel of Life exercise Financial House guide Y…

1
Episode 13 | Three key complexities of wealth management 30:54

2M ago30:54

30:54

In this episode of The Purposeful Investor, host Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the tran…

1
Episode 12 | Wealth With Purpose Part 1 31:03

2M ago31:03

31:03

In this episode of The Purposeful Investor, Aden and David discuss David's motivations for writing his book 'Wealth with Purpose', specifically, how he wanted to shift the focus of financial advice away from products and performance to values, goals and priorities. 0:00:01 - 0:07:42 - David's frustration with the traditional product-focused approac…

1
Episode 11 | Quarterly market update 2024 36:53

3M ago36:53

36:53

Ever wondered how financial experts navigate the unpredictable tides of the market? This episode promises to shine a light on the complexities of the first quarter's financial landscape with insights from David and our investment coordinator, Nick Menengola. Together, we unravel current market trends, dissect the strategies that hold the fort durin…

1
Episode 10 | What does sustainable investing involve? 31:50

3M ago31:50

31:50

This episode has Aden and David discussing what sustainable investing is and how Capital Partners navigates this area after a client expressed concern about holdings in fossil fuel companies. 0:02:48-0:03:01 - SRI considerations 0:17:35-0:18:09 - Capital Partners' sustainable portfolios 0:19:02-0:20:32 - Performance expectations 0:18:09-0:18:33 - D…

1
Bonus | Is it possible to time the market? 21:17

4M ago21:17

21:17

Every day the financial media has stories about either impending doom or unbridled optimism for the stock market. Not surprisingly, many investors get the urge to move their asset allocations around based on these stories in the hopes of boosting their returns. In this bonus episode, Capital Partners ' investment experts, Steven Boyce and Nick Mene…

1
Episode Nine | Why women make better investment decisions 27:31

4M ago27:31

27:31

In this episode, Aden is joined by Capital Partners' senior wealth adviser and principal Kathryn Creasy to discuss the recent gender pay gap report and how women are lagging behind men in areas like superannuation and financial literacy. Touching on sobering statistics, Kathryn also shares hopeful data that shows younger generations of women are mo…

1
Episode Eight | How to navigate market uncertainty 34:33

5M ago34:33

34:33

In this episode, hosts Aden Wilkins and David Andrew discuss navigating uncertainty in share markets from a long-term perspective. They provide statistics showing the dangers of market timing, with David sharing his experience of the Global Financial Crisis and how they coached clients through volatility. They discuss building portfolios with enoug…

1
Episode Seven | Ambition in retirement 42:38

5M ago42:38

42:38

In this episode of the Purposeful Investor podcast, host Aden Wilkins speaks with David Andrew, Founder and CEO of Capital Partners, about redefining ambition during retirement. They discuss how retirement planning conversations often focus only on financial security, yet, true prosperity is about living one's best life. Aden and David explore how …

1
Episode Six | What's your money personality? 35:57

5M ago35:57

35:57

Discover the fascinating world of money personalities and how understanding each other's differences is crucial for achieving financial success. This insightful episode promises to change the way you view your relationship with money and your loved ones. Join us, your hosts David and Aden, as we share our personal wins and dive into the eight diffe…

1
Episode Five | Business succession planning 41:33

6M ago41:33

41:33

This podcast episode of The Purposeful Investor discusses the topic of succession planning for business owners. Hosts, Aden Wilkins and David Andrew define succession planning as the process of transitioning ownership of a business over time. This can take different forms such as an internal succession, a sale of the business, or transferring it to…

1
Episode Four | The evolution of investing 43:45

6M ago43:45

43:45

In this episode of The Purposeful Investor, Aden speaks with Capital Partners Founder and CEO, David about the evolution of investing from the early 20th century to the present day. They discuss the three major phases - Investing 1.0 which saw stock picking dominate the market in the 1950s and 60s limited by a lack of historical data and computing …

1
Episode Three | Why progress meetings matter 42:19

6M ago42:19

42:19

In this episode of The Purposeful Investor, Aden and David discuss the importance of progress meetings between financial advisers and their clients. Progress meetings allow advisers to check in on clients' financial plans, goals, investments, and estate plans to ensure they are on track. Aden and David explore what is discussed in a typical progres…

1
Episode Two | What to expect from 2024 32:47

6M ago32:47

32:47

In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year. David and Aden analyse t…

1
Episode One | The 'why' behind Capital Partners 37:29

6M ago37:29

37:29

This episode of The Purposeful Investor podcast provides an introduction to Capital Partners Private Wealth Advisers, a wealth management firm based in Perth, Australia. Co-hosts David Andrew and Aden Wilkins discuss their motivations for starting the podcast and share "life's little wins" from their careers. David recounts founding Capital Partner…

1
Episode 6 | Stages of retirement 39:30

11M ago39:30

39:30

In this episode, Damon, David and Barry discuss the various stages of retirement and seek to understand what may lie on the road ahead. They do this by looking at the three key stages of retirement as outlined by the Australian Institute of Health and Welfare and specifically, how looking at retirement as a sense of time is to look backwards. Damon…

1
Episode 5 | The role of work 39:30

11M ago39:30

39:30

In this episode, Damon, David and Barry discuss the role that work plays in our lives. According to Retirement Expert, Barry LaValley, we need to seriously consider the value that work brings us. If we understand this, we may not be so quick to dismiss it as an end of an era and the beginning of a new prolonged leisure. This notion is explored by l…

1
Episode 4 | PERMA (part two) 37:50

11M ago37:50

37:50

This episode is a continuation of the discussion around the PERMA model and its scientific approach to understanding the elements of happiness and what we can do to maximise each element. In this episode, Damon, David and Barry look at Meaning (M), Achievement (A) and the end result of Vitality (PERMA+V). Listen to the worlds’ best thinkers around …

1
Episode 3 | PERMA (part one) 36:10

11M ago36:10

36:10

In this episode, we continue to look at PERMA, the psychological side of looking into retirement as the second phase of our life. To be able to effectively discuss this we need to look at what retirement means to us. This phase of life is rapidly changing in society and doesn’t mean the same thing as it did to our parents' or grandparents' journeys…

1
Episode 2 | Where are we going? 38:08

11M ago38:08

38:08

In episode two of Talking About Retirement, Where Are We Going, Damon, David, and Barry discuss the ‘rules’ around retirement. Specifically, who made 65 the magic number? They draw on the belief that society needs to re-frame how we look at retirement by changing our parameters and understanding that there are many technical considerations to look …

1
Episode 1 | The new retirement 30:34

11M ago30:34

30:34

Ernest Hemmingway said, “retirement is the ugliest word in the language”. Was he harsh or is there merit in that view? On the first episode of Talking About Retirement, Damon, David and Barry explore the concept of the term, modern elder. What does it mean? What does this transition look like in 2020, and what needs to be done to shift the pre-reti…

1
Episode 4 | From the Kibbutz to the Executive Suite. An interview with Dr. Andrew Crane 57:54

11M ago57:54

57:54

Join David from Capital Partners, for what promises to be a fascinating episode of Leadership on the Front Foot where he speaks with Dr. Andrew Crane. Andy will share his story from average student to completing a PhD in Israel, and then becoming CEO of one of Australia’s largest grain businesses. He also shares unique insights global trade as a me…

1
Episode 5 | Are leaders born or grown? An interview Executive Coach, Kim Lancer. 1:00:05

11M ago1:00:05

1:00:05

Nature vs Nurture: What’s more important? Join David Andrew from Capital Partners for episode 5 of Leadership on the Front Foot as he talks with Tall Poppies founder and Executive Coach, Kim Lancer. Kim is a leadership development coach in New York and Australia and works with leaders from Fortune 100 organisations. Kim shares her journey, insights…

1
Episode 6 | What defines your character? An interview with Heartstyles founders, Stephen and Mara Klemich 1:01:40

11M ago1:01:40

1:01:40

Why is it so hard to stop repeating our ineffective behaviour patterns at work and at home? Join David Andrew from Capital Partners Perth for a very special episode of Leadership on the Front Foot as he discusses Living and Leading with Heart with Stephen and Mara Klemich PHD. Stephen and Mara will join David live from London to discuss their new b…

1
Episode 8 | A healthy retirement 34:29

3+ y ago34:29

34:29

What is required to establish the building blocks for a healthy retirement, and what do we need to consider for our physical and mental wellbeing? Many of the episodes in this podcast series have alluded to the fact that our approach to life while working shouldn’t significantly change in our retirement years. This theme continues if we look at the…

1
Episode 7 | Leisure and balance 31:12

3+ y ago31:12

31:12

In this episode Damon, David and Barry discuss the importance of leisure time and how this may influence our quest to achieve balance. They examine what retirees should be looking at during this stage, some of the pitfalls in our approach to leisure, and the difficulty of finding activities that are fulfilling in time versus filling in time typical…

1
Episode 8 | The role of news in a crisis with Jim Parker, journalist and communications expert 43:28

4y ago43:28

43:28

Join David Andrew for our final episode of Leadership on the Front Foot, as he chats with veteran journalist and communications expert, Jim Parker, to lift the lid on the real story behind the news. In Jim’s quarter-century in journalism and communications, he has worked with the Australian Financial Review, CNBC, the ABC and Reuters working on bre…

1
Episode 7 | Keeping it in the family with Michael Aitken, head of Magus Private Wealth 56:20

4y ago56:20

56:20

Family Wealth and Stewardship: Family and money aren’t always happy bedfellows. So how are the complexities of family wealth managed? What are the defining principles of wealth stewardship? Join David Andrew for episode seven of Leadership on the Front Foot, as he chats with wealth stewardship expert, Michael Aitken. Michael is based in London and …

1
Episode 3 | Leadership resilience in a crisis - An interview with Diane Smith-Gander AO 56:59

4y ago56:59

56:59

This week on Leadership on the Front Foot, David talks with Australian business executive, Diane Smith-Gander AO. Diane is a proud West Australian and a true leader in every sense. David and Diane discuss the governance of our largest companies, leadership resilience, what will change because of Covid-19, and the importance of gender equality in th…

1
Episode 2 | The art of positive thinking with Alex Hof, Clinical Psychologist 58:45

4y ago58:45

58:45

Positive Mindset: How to achieve it in an ever-changing world. Capital Partners introduces a live Q&A with David Andrew as he interviews Clinical Psychologist Alex Hof on the art of staying positive in these trying times. In this episode David and Alex discuss all things psychology and in particular the art of positive thinking. The Covid-19 pandem…

1
Episode 1 | How Can I Stay Safe in the Online World? An interview with cyber security expert, Brian Smith 56:41

4y ago56:41

56:41

Why Cyber Security has never been more important: On behalf of Capital Partners, Join David Andrew and Brian Smith, a leading cyber security expert, for How can I stay safe in the online world? David and Brian will discuss the risks for individuals and businesses in the online world. Brian is the founder and CEO of QuadIQ a leading cyber security f…

Podcasts Worth a Listen

Capital Partners Private Wealth Advisers Podcasts

Podcasts Worth a Listen

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