The Purposeful Investor

Hosted by Aden Wilkins & David Andrew

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Oct 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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October 22, 2026Episode 8647 min

Ep 86 | Index Funds Are Not as Passive as You Think with Eduardo Repetto

Ask a question or send feedback Is the S&P 500 really passive? Eduardo Repetto says no. It picks 500 of more than 3,000 listed US companies, and a committee decides which ones get in. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Eduardo Repetto, Chief Investment Officer at Avantis Investors and former co-CEO of Dimensional Fund Advisors, to unpack what active management really means and why price matters as much as company quality. Listeners will learn how a systematic, low cost process is built and why Capital Partners is adding Avantis funds to its portfolios. In today's episode: • Avantis launched five ETFs in September 2019 and now manages around US$170 billion, roughly A$250 billion. • The S&P 500 holds 500 of 3,000 plus US companies, chosen by committee. Eduardo argues only the full market portfolio is truly passive. • Market weights follow price, which is how GameStop became a US$23 billion company in a week. Avantis weighs price against balance sheets and cash flows. • A brilliant company at an infinite price is a poor investment. A corner coffee shop shows why assets, liabilities, profits and price must be weighed together. • Avantis ranks around 14,000 listed companies every day, using technology to keep costs low. • Avantis sits inside American Century Investments, controlled by the Stowers Institute for Medical Research. If you enjoyed this episode make sure to comment, like and subscribe to never miss an episode! ------------------------------------------------------------------ Follow Eduardo Repetto: LinkedIn: https://www.linkedin.com/in/eduardo-repetto-653231155/ Avantis Investors: https://www.avantisinvestors.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 (6:00) The Avantis Story (9:00) From Rocket Science to Investing (13:00) Why Diversification Matters (19:00) Index Funds Are Active Too (23:00) Why Market Weights Ignore Price (26:00) A Great Company at Infinite Price (29:00) Buying a Coffee Shop (31:00) Private Equity and Price Discovery (33:00) How Avantis Ranks 14,000 Companies (37:00) Who Owns Avantis (41:00) Can the Process Be Improved (43:00) Why Looking Busy Costs Clients (47:00) Closing Thoughts and Disclaimer ------------------------------------------------------------------ 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. Recorded and produced by Podwave Studios: https://podwavestudios.au/

October 8, 2026Episode 8550 min

Ep 85 | Rebuilding Financial Confidence After Divorce or Loss

Ask a question or send feedback Divorce, the death of a partner, selling a business, retiring after a big career. Big life changes shake your sense of who you are, and they can shake your confidence with money too. In this episode of The Purposeful Investor, Aden Wilkins and David Andrew are joined by Kathryn Creasy, Principal and Senior Wealth Adviser at Capital Partners and winner of the 2021 FPA Certified Financial Planner Award. Starting with Belle Burden's bestselling memoir Strangers, they talk through what it feels like to be blindsided, where to start when you are suddenly the one in charge of the money, and why most people find their feet again within about three years. Here is what we cover in this episode. What Strangers gets right. Belle Burden's husband ended the marriage with a single phone call, and the legal process then revealed he had been building up millions while she covered most of family life. The money mattered, but the shock did the real damage. The three stages of any transition. William Bridges' model starts with an ending, moves through a topsy-turvy neutral zone and finishes with a new beginning. It fits divorce, bereavement, retirement and the sale of a business. Be kind to yourself first. You do not need to know everything straight away, and being stoic for everyone else rarely sets you up well. Knowledge is power. Kathryn explains why the first job is understanding what you have, where it is and how the process works, well before any money gets moved. She also suggests bringing a friend to that first meeting. Taking the sting out of a surprise. Regular, low-key money conversations as a couple mean neither of you has to learn the finances from scratch in the middle of a crisis. The three-year path to confidence. Kathryn walks through how people go from asking whether they can afford the pool cleaner to booking a holiday without needing permission. When to act and when to slow down. Decision fatigue is real. David's rule is that when the decision is big and the consequences are significant, slow down and gather the facts. Helping your kids without hurting yourself. A hand up rather than a handout, the trade-off conversations worth having, and why a family holiday can sometimes do more than a cheque. If you enjoyed this episode make sure to comment, like and subscribe to never miss an episode! ------------------------------------------------------------------ Follow Kathryn Creasy: LinkedIn: https://au.linkedin.com/in/kathryn-creasy Capital Partners: https://capital-partners.com.au/team-members/kathryn-creasy/ 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) The Story Behind Strangers by Belle Burden (6:38) The Prenup and the Millions She Never Saw (8:03) The Shock of Being Blindsided (10:57) The Three Stages of Any Life Transition (13:16) Be Kind to Yourself First (15:06) Why You Should Never Avert Your Eyes (17:46) First Steps After Divorce or Loss (22:20) Taking the Sting Out of a Financial Surprise (27:29) The Three-Year Path to Financial Confidence (30:59) Decision Fatigue and When to Slow Down (34:09) Building a New Identity and a New Life (38:47) Is This Really the Life You Want (40:46) Helping Your Kids Without Hurting Yourself (46:45) How to Support a Friend Through a Big Change (50:04) Closing Thoughts and Disclaimer ------------------------------------------------------------------ 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. Recorded and produced by Podwave Studios: https://podwavestudios.au/

September 24, 2026Episode 8457 min

Ep 84 | The $3 Trillion Nobody in Your Family Is Discussing with Morgan Solomon

Ask a question or send feedback Most Australians assume their estate will simply pass to their spouse or split evenly between the kids. The data says otherwise. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon, founder of Solomon Hollett Lawyers and recently named Western Australia’s number one inheritance firm in the Doyles Guide, to unpack the second volume of the Inheritance State of Play research. Drawing on a survey of around 900 Western Australians across every age group and wealth bracket, they reveal why 41% of us will die without a will, why Generation X is the danger zone, and what it all means for the trillions of dollars about to change hands. In today's episode: • 41% of Australians are now on track to die without a will, up from the one in three figure that held steady for decades. Dying intestate in WA hands your estate to a fixed formula under the Administration Act, not to whoever you assumed would receive it. • Around $3 trillion of the great wealth transfer is set to pass through Generation X in intestacy. Only 50% of Gen X have a will, yet they are about to become the wealthiest generation in the country. • Will coverage by generation is revealing. Gen Z sits at 19%, millennials around 31%, Gen X at 50%, boomers at 90% and the silent generation at 95%. The middle, Gen X, is where most future disputes will land. • The conversation is the missing piece. Only 18% of families have had a detailed estate discussion, 48% have had none at all, and 18.2% never intend to. 57% of Gen Z expect an inheritance fight while only 27% of boomers see one coming. • A new class of claimant has emerged, the thin veneer of affluence. They look successful, with a job, a home and a family, but are structurally squeezed by debt. Courts are increasingly recognising them as genuine claimants under the Family Provision Act. If you enjoyed this episode make sure to comment, like and subscribe to never miss an episode! ------------------------------------------------------------------ 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 and Wins of the Week (4:35) Inside the Inheritance State of Play Report (8:25) The Findings That Surprised a 25-Year Specialist (10:58) Will Coverage Is in Alarming Decline (13:12) What Actually Happens If You Die Without a Will (16:19) The Young Family Intestacy Horror Show (18:22) The Expectation Gap Between Generations (22:52) The Thin Veneer of Affluence and the New Claimant (26:13) Why Millennials Are Structurally Squeezed (28:34) Why Families Refuse to Talk About Inheritance (31:26) How to Actually Have the Conversation (36:01) Gen X, the Great Wealth Transfer and $3 Trillion at Risk (41:23) The Will Is Easy, the Conversation Is Hard (47:58) The Gender Gap in Financial Preparation (52:14) Where to Start Getting Your Ducks in a Row (56:03) Closing Thoughts and Disclaimer ------------------------------------------------------------------ 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. Recorded and produced by Podwave Studios: https://podwavestudios.au/

September 10, 2026Episode 8351 min

Ep 83 | Why the Bond Market Decides the Cost of Money

Ask a question or send feedback Apollo Lupescu from Dimensional Fund Advisors joins Aden Wilkins and David Andrew to unpack the questions clients keep raising, from the size of US government debt to what is really happening in the bond market. Apollo makes the complex simple and explains why the headline debt number matters far less than most people think. If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode! In today's episode: Why US government debt has grown to around 40 trillion and why the growth rate looks similar under both parties. The metric that actually matters, which is the cost of paying interest on the debt relative to the size of the economy. How bonds work in plain English and why maturity and credit quality drive the interest rate a borrower has to pay. Why the bond market is the ballast in a portfolio and how it underpins the cost of money across the whole system. A simple framework for every investment choice, sorted into ownership, lending and non economic activity. The real risks in private credit and private equity and the question to ask before chasing higher returns. ------------------------------------------------------------------ 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 (4:30) The Questions Clients Keep Asking (7:11) Inflation, AI and the Anxiety of Bad News (11:32) How US Debt Reached 40 Trillion (14:02) Why the Debt Is So Hard to Cut (16:11) The Number That Actually Matters (21:00) Why the Bond Market Underpins Everything (24:47) Maturity and Credit Quality Explained (31:53) What Greece in 2008 Teaches Us (36:08) Private Credit and Private Equity Demystified (39:57) Ownership, Lending and Non Economic Activity (47:04) How Capital Partners Builds Portfolios ------------------------------------------------------------------ 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. Recorded and produced by Podwave Studios: https://podwavestudios.au/

August 27, 2026Episode 8257 min

Ep 82 | What Most Australian's Get Wrong About Superannuation

Ask a question or send feedback Aden Wilkins sits down with Jemma Sanderson from Cooper Partners and Kathryn Creasy from Capital Partners to unpack superannuation, the one asset almost every Australian owns but very few actually understand. They dig into where super came from, the myths that trip people up, and the tax rules that can quietly add hundreds of thousands of dollars to your retirement. If you enjoyed this episode, make sure to comment, like and subscribe to never miss an episode! In today's episode: Why a small contribution decision in your 20s can outweigh much bigger contributions made later in life. The real difference between industry, retail and self-managed funds, and how to think about which suits you. Why your will does not control your super, and the estate planning trap that catches many families. How the new Division 296 tax works, including the three million and ten million dollar thresholds. The contribution strategies that let you move large lump sums into super when life allows it. ------------------------------------------------------------------ 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 (3:36) What Superannuation Is and Where It Came From (6:50) Why So Few People Know Their Super Balance (11:40) Risk, Growth and Choosing How Super Is Invested (14:25) Industry, Retail and Self-Managed Funds Explained (18:05) Myth One, Super Only Matters Near Retirement (19:40) Myth Two, Employer Contributions Are Enough (23:30) What Happens To Super When You Die (24:48) Will The Government Just Change The Rules (29:00) The Tax Concessions And Why They Matter (36:20) Contribution Caps And Getting Money Into Super (44:25) Division 296 And The Transitional Year Ahead (53:00) Final Advice And Where To Start ------------------------------------------------------------------ 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. Recorded and produced by Podwave Studios: https://podwavestudios.au/

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

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

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

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

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