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Artwork for Purpose of Wealth

Purpose of Wealth

Mutual Trust
Mutual Trust
Australia
Deep Tech
Philanthropy
Intergenerational Wealth
Family Constitution
Quantum Computing
Human Capital
Coopers Brewery
Accordant Global Partners
Family Offices
Single Family Office
Family Business
Cyber Security
Vulnerabilities In Family Office Security
Wealth Management
Broader Intergenerational Wealth Transfer
Talent Recruitment
Intergenerational Wealth Transfer
Adelaide

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net wo... more

PublishesTwice monthlyEpisodes33Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Purpose of Wealth

Latest Episodes

We’ve all heard about blended families. But have you heard about blended finance?

It's surfacing as a significant trend in philanthropy, to de-risk investment and mobilise larger pools of private capital to benefit community and the environment, an... more

What’s the secret to building an enduring family legacy that spans over 160 years?

In this episode of The Purpose of Wealth, fifth and sixth generation members of the iconic Coopers Brewery, Melanie Cooper and Andrew Cooper share some of the highs... more

In this episode of The Purpose of Wealth, renowned family wealth consultant, educator and psychologist Dr. Jim Grubman sits down with host Narelle Hooper to dismantle the fear-based narratives surrounding intergenerational wealth transfer.

Dr. Grubm... more

We know family offices are unique and idiosyncratic. But what about the people that run them?

In this episode of Purpose of Wealth, host Narelle Hooper chats with Tammy Hurst, director at Mutual Trust in Adelaide. Tammy has a surprising career jou... more

Key Facts

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Recent Guests

Alan Schwartz AO
Chair of Trawalla Group, philanthropist and social activist
Trawalla Group
Episode: Episode 31 The Black Box and Breaking The Model for Greater Good
Victoria Stoddard
Director of Philanthropy at Mutual Trust
Mutual Trust
Episode: Episode 31 The Black Box and Breaking The Model for Greater Good
Melanie Cooper
Chair of Coopers Brewery; fifth-generation family member
Coopers Brewery
Episode: Episode 30 Family Brew: How Coopers Built a Multigenerational Legacy
Andrew Cooper
Executive Director; sixth-generation Cooper
Coopers Brewery
Episode: Episode 30 Family Brew: How Coopers Built a Multigenerational Legacy
Dr. James Grubman
Psychologist and wealth/ family dynamics expert; author of Strangers in Paradise and co-author of Wealth 3.0
Ultra-High Net Worth Institute / Author
Episode: Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth
Tammy Hurst
Director with Mutual Trust in Adelaide
Mutual Trust
Episode: Episode 28 Welfare vs Warfare - the life of a modern SFO executive
Damon Kitney
Journalist with 30 years in finance media, author of multiple books on private family legacies
Australian Financial Review; Australian
Episode: Episode 27 Family Stories Part 2 - Damon Kitney
Brian Adams
President of Mack International, executive search and human capital consulting for family offices
Mack International
Episode: Episode 26 Human Capital: The Real Asset in Family Offices
Damian Bowden
Head of People and Culture, Marketing and Communications
Mutual Trust
Episode: Episode 26 Human Capital: The Real Asset in Family Offices

Host

Narelle Hooper
Host of Purpose of Wealth; interviewer and editor with a focus on wealth, governance, and family-office insights.

Reviews

4.7 out of 5 stars from 16 ratings
  • Legend with Excellent Advice

    Narelle is a legend and I am so glad she has made this podcast!

    Apple Podcasts
    5
    #DrCath
    Australia2 years ago
  • What Matters Most

    Some great insights on success

    Apple Podcasts
    5
    NarelleHooper
    Australia2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise practical, actionable wealth governance insights.
Guests consistently bring deep domain expertise across wealth, health, and technology.
The host blends personal stories with governance frameworks effectively.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth
Q: What are the three adaptation questions you emphasize with families, and how do they shape a lasting legacy?
The three questions are: what from our heritage should we keep, what must we let go, and what new practices do we need to learn to thrive in the future; together, they map a forward-looking roadmap for the family's values and resources.
Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth
Q: How can advisors facilitate conversations that move away from fear and toward constructive actions within a family?
Advisors should listen first, show empathy, and avoid jumping straight to problem-solving; using principles of negotiation and storytelling—with clear questions and shared language—helps align different generations.
Episode 29 Dr Jim Grubman – A Mini Masterclass for Families of Wealth
Q: Dr. Jim, welcome to the Purpose of Wealth. How do you rethink the idea that wealth inevitably disappears across generations?
We need to question old research and rely on deeper analysis; by acknowledging uncertainties and emphasizing ongoing dialogue, families can shift from fear-based expectations to proactive planning that reinforces stability and growth.
Episode 21 Your Kids Inherit Your Tax Problems Too
Q: What matters most to George Psarrakos?
Family. He values aligning work with family needs and believes serving family clients well makes him a better person at home.
Episode 19 Partners for Prosperity
Q: Can you recall what your thinking was at the time about why you wanted to go that path with a family office?
John describes how family growth, readiness to transition from active leadership, and a clear sense of protecting and growing assets led to forming SeaFirst, with emphasis on governance and long-term stewardship.

Audience Metrics

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Frequently Asked Questions About Purpose of Wealth

What is Purpose of Wealth about and what kind of topics does it cover?

A family-office focused program exploring how to protect and grow intergenerational wealth through governance, purpose, and practical frameworks. Episodes blend personal career journeys, high-level strategy, and real-world stories—from governance and succession to philanthropy, health, security, and deep-tech investing. A standout is the emphasis on aligning family values with wealth strategy, using purpose-driven frameworks, and featuring practitioners who translate complex wealth dynamics into actionable guidance for multi-family offices, high-net-worth families, and advisors.

Noteworthy elements include a recurring focus on governance as a living discipline (family constitutions, boards, independent directors), the role of talent and cu... more

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Which podcasts are similar to Purpose of Wealth?

These podcasts share a similar audience with Purpose of Wealth:

1. Chanticleer
2. The Fin
3. The Money Café with Alan Kohler
4. CommSec Market Update
5. NAB Morning Call

How many episodes of Purpose of Wealth are there?

Purpose of Wealth launched 3 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Purpose of Wealth?

Recent guests on Purpose of Wealth include:

1. Alan Schwartz AO
2. Victoria Stoddard
3. Melanie Cooper
4. Andrew Cooper
5. Dr. James Grubman
6. Tammy Hurst
7. Damon Kitney
8. Brian Adams

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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