The Purposeful Investor

Hosted by Aden Wilkins & David Andrew

Business Investing Management

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Aug 2026

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About the show

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.

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August 13, 2026Episode 8158 min

Ep 81 | When the stakes are high - What can investors learn from an Olympian?

Ask a question or send feedback Former Hockeyroo and Olympian Fiona Ryan joins David Andrew and Aden Wilkins to talk about the mindset behind high performance. Fiona shares her journey from elite hockey through a serious cancer diagnosis, a career in law, motherhood and building her own business, and the pair draw out what her story means for how we invest and make decisions under pressure. If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode! ------------------------------------------------------------------ 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 (5:35) Meet Olympian Fiona Ryan (6:00) From State Teams to a Shock Junior Squad Cut (10:00) Turning Rejection Into a Junior World Cup Spot (14:50) 101 Games and a Commonwealth Gold Medal (17:30) A Broken Collarbone Six Weeks From London (24:15) Retiring at 25 for a Career in Law (30:50) A Hodgkin Lymphoma Diagnosis and Fighting Back (33:30) John's Stage Four Cancer and Staying Forward Focused (41:40) Fear of Failure and the Ego vs Character Mindset (49:05) Self Awareness and Getting Clear on Your Values (54:35) Ambition in Retirement and Building Mumsly ------------------------------------------------------------------ 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.

July 30, 2026Episode 8043 min

Ep 80 | Perth Property Has Changed. Are You Still Playing by the Old Rules?

Ask a question or send feedback Perth's property market has been one of the hottest in the country, but the federal budget changed everything. In this episode, Capital Partners founder David Andrew and Aden Wilkins sit down with Rowen Powell, director of Verve Buyer's Agency, to unpack what's happening on the ground. From the collapse of investor demand to skyrocketing building costs, the rise of subject-to-sale offers, and why quality has never mattered more - this is the most honest read of the Perth property market you'll find. ------------------------------------------------------------------ Follow Rowen Powell: LinkedIn: https://www.linkedin.com/in/rowen-powell-1443a173/ Verve Buyer's Agency: https://www.vervebuyersagency.com.au 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 & Wins of the Week (3:30) What a Buyer's Agent Actually Does (5:30) Perth Property by the Numbers: From $840K to $1.35 Million (8:00) The Psychology Shift - From 'Get In Quick' to 'Get It Right' (10:30) The Cascade Effect: How Buyers Are Being Pushed Into Bridesmaid Suburbs (14:00) The Federal Budget's Impact on Investor Demand (18:30) Why Building a New Home Just Got a Lot More Expensive (22:00) What's Happening in Different Price Segments (26:00) The Return of Subject-to-Sale Offers (30:00) Red Flags: Mistakes to Avoid When Buying in This Market (37:00) Parents Helping Kids into the Market: What's Changed (40:30) What the Next 12 Months Looks Like for Perth Property ------------------------------------------------------------------ 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.

July 16, 2026Episode 7941 min

Ep 79 | The Financial Year That Broke Every Forecast

Ask a question or send feedback Tariffs, Trump, the Iran conflict, soaring oil prices, an overvalued market that still refuses to crash - the 2026 financial year had it all. In this end-of-financial-year special, Capital Partners founder David Andrew and investment coordinator Nick Menegola join Aden Wilkins to break down what actually drove returns, what the so-called experts got wrong, and what investors should expect heading into the 2027 financial year. ------------------------------------------------------------------ Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Nick Menegola: LinkedIn: https://www.linkedin.com/in/nick-menegola-490b64123/ Capital Partners: https://capital-partners.com.au/team-members/nick-menegola/ 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 & Wins of the Week (4:00) The Three Big Themes of the 2026 Financial Year (6:30) Markets Were Resilient - Despite the Headlines (8:30) Are Markets Overvalued? What the Data Says (10:30) Where Returns Actually Came From: Korea, Taiwan & Emerging Markets (14:00) The Gold Story: Queues at Martin Place and a 22% Drop (18:00) Bitcoin Down 45% - What Cryptocurrency Gets Wrong (21:00) The Scorecard: ASX, International & Emerging Markets Returns (27:00) Why Value and Small Beat the Market Again (30:00) CSL and CBA: How Being Underweight Added 2.5% to Portfolios (34:00) SanDisk Up 3,000%: The Case for Diversification (37:00) What to Expect in the 2027 Financial Year ------------------------------------------------------------------ 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.

July 2, 2026Episode 7845 min

Ep 78 | From a White Camry and a Lunchbox to One of WA's Leading Wealth Firms

Ask a question or send feedback On the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never really seen - a firm that only got paid when it did right by its clients. In this special episode of The Purposeful Investor, David sits down with Aden Wilkins to tell the full Capital Partners story: where it came from, what nearly broke it, and what 27 years of building a values-led business actually looks like. ------------------------------------------------------------------ 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 & Wins of the Week (4:40) Why David Started Capital Partners (8:00) The Commission-Driven Industry He Left Behind (11:00) Client Number One: 27 Years On (14:00) The Early Years: Starting from Scratch (16:00) Bringing in Chris and Michael & Switching to Systematic Investing (22:30) The 2012 Turning Point: From $4M to Nearly $20M (28:00) Why Employee Ownership Protects Client Outcomes (32:00) You Become What You Say Yes To (36:00) The Three Types of Client Complexity (39:00) AI and the Future of Financial Advice (42:00) Capital Partners' Four Core Values & What Comes Next ------------------------------------------------------------------ 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.

June 18, 2026Episode 7752 min

Ep. 77 | Why 60% of Australians Are Headed for an Estate Planning Disaster with Morgan Solomon

Ask a question or send feedback Australia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation's wealth and according to Perth's leading succession lawyer, most of it won't transition successfully. In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Morgan Solomon, founding director of Solomon Hollett Lawyers, to unpack what actually happens when estate planning goes wrong and what successful families do differently. ------------------------------------------------------------------ Follow Morgan Solomon: LinkedIn: https://www.linkedin.com/in/morgan-solomon-b13ab58/ Solomon Hollett Lawyers: https://solomonhollettlawyers.com.au/ 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 & Wins of the Week (6:00) Introducing Morgan Solomon & the $5.4 Trillion Wealth Tsunami (9:30) Why Most Wealth Won't Transfer Successfully (13:30) The Disaster of Dying Without a Will (16:10) Blended Families: The Most Complex Estate Planning Scenario (18:00) Family Provision Act Claims — The Fastest Growing Court Dispute in WA (22:00) The Black Sheep Child: Can You Cut Them Out? (28:00) The Family Farm Succession Trap (35:50) What Successful Families Do Differently (40:00) How Often Should You Review Your Estate Plan? (43:30) The Ensemble of Advisors You Need (49:30) Final Takeaways: Have the Conversation, Take Action ------------------------------------------------------------------ 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.

June 4, 2026Episode 7655 min

Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu

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.

May 28, 2026Episode 7551 min

Ep 75. | Why This Budget Punishes Aspiration Not Wealth

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.

May 21, 2026Episode 7456 min

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

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.

May 7, 2026Episode 7352 min

Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu

Ask a question or send feedback The market was down 4.3% in Q1 2026 and the headlines were bleak. But look under the hood and the story is completely different. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins speak with Apollo Lupescu from Dimensional Fund Advisors to break down exactly what happened in financial markets in the first quarter of 2026, why the headlines don't tell the full story, and what smart investors should actually be doing about it. ------ Follow Apollo Lupescu: LinkedIn: https://www.linkedin.com/in/apollo-lupescu-78a3b87a 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) Introduction & Episode Preview (1:00) Apollo Lupescu Joins from California (1:50) Win of the Week (4:35) Q1 2026 Market Recap and What Actually Happened (8:30) The Magnificent Seven Dragged the Market Down (16:45) Factor Investing Explained: Value, Small Cap & Profitability (19:00) The Small Cap Value Case (24:00) The Odds Game. Value vs Growth Over Time (26:30) Australian Market Returns (30:45) The Media's Role in Catastrophising Markets (38:45) Why Fear Is Hardwired Into Us and Kills Returns (41:00) IPO FOMO: SpaceX, Anthropic, Open AI and Why You Should Wait ------ 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.

April 23, 2026Episode 721 hr 8 min

Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon

Ask a question or send feedback 60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they even have one. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon a founding director of Solomon Hollett Lawyers and 25 year succession law specialist. They unpack the A to Z of estate planning. This is one of the most important financial conversations any family can have, and most people keep putting it off. ------ Follow Morgan Solomon LinkedIn: https://www.linkedin.com/in/morgan-solomon-b13ab58/ 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) Introduction & Episode Preview (1:00) Welcome & Guest Introduction: Morgan Solomon (1:45) Win of the Week (4:35) Why Estate Planning Is Central to Financial Advice (7:50) What Makes a Good Estate Plan (11:00) The 60% of Australians at Risk (13:20) What Happens When You Die Without a Will (19:00) Why Post Office Wills and AI Wills Fail (26:30) The Executor Role Explained (38:30) Estate vs Non-Estate Assets: Super and Family Trusts (43:45) Superannuation and Binding Death Benefit Nominations (50:10) Testamentary Trusts: What They Are and Why You Need One ------ 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.