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The Purposeful Investor

Aden Wilkins & David Andrew
Financial Planning
Wealth Management
Financial Advising
Capital Partners
Superannuation
Retirement
Financial Crime
Cryptocurrency
Philanthropy
Investment Strategies
Financial Services
Private Equity
Scams
Bitcoin
Investment
Systematic Investing
Australia
Capital Partners Private Wealth Advisers
Financial Literacy
Awareness and Prevention

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 pro... more

PublishesTwice monthlyEpisodes79Founded2 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Latest Episodes

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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 w... more

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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 spe... more

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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 ... more

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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 Apo... more

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Recent Guests

Kristen Turnbull
Director of CoreData WA
CoreData WA
Episode: Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull
Apollo Lupescu
Portfolio manager from Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu
Morgan Solomon
Western Australia's leading succession lawyer
Solomon Hollett Lawyers
Episode: Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon
Hal Hershfield
Professor of Marketing and Behavioral Decision-Making, UCLA Anderson School of Management
University of California, Los Angeles (UCLA)
Episode: Ep. 69 | The Psychology of Wealth – Why Your Future Self is a Stranger with Hal Hershfield
Brian Portnoy
Author of The Geometry of Wealth; expert on psychology of money
Shaping Wealth; author
Episode: Ep. 68 | Is Wealthy a Number or a Mindset?
Michael Killiner
Director of Tusk Finance
Tusk Finance
Episode: Ep. 66 | From Deposit Roadblocks to Smart Pathways into the Property Market
Bhanu Singh
CEO of Dimensional Fund Advisors Australia
Dimensional Fund Advisors
Episode: Ep. 65 | The Evolution of Finance and Systematic Investing
Tracy Hall
Author of The Last Victim, keynote speaker on scams and fraud
Episode: The Last Victim of Australia's Most Notorious Con Man: Tracy Hall's Journey from Victim to Advocate
Damon Sugden
Principal and Wealth Advisor at Capital Partners, transitioned from being a professional performance artist to financial advising.
Capital Partners Private Wealth Advisers
Episode: Bonus | Waltzing into wealth | Meet Damon Sugden

Host

Aden Wilkins
Co-host of the podcast, focused on wealth planning and investment strategy; affiliated with Capital Partners Private Wealth Advisers.

Reviews

4.9 out of 5 stars from 71 ratings
  • Enjoyable, informative and timely conversations

    I’m thoroughly enjoying the Purposeful Investor podcast. The guys and their guests are authentic and authoritative.

    Apple Podcasts
    5
    lajetidreaming
    Australiaa year ago
  • Something for everyone

    Thoughtful, education and funny. Aden and David have great synergy and manage to talk about finance and leadership in an engaging, easily-digestable way. There’s value here for all generations of listeners.

    Apple Podcasts
    5
    Lea.Michelle
    Australiaa year ago
  • Interesting & an easy listen!

    Insightful podcast. I’m enjoying the various guests and their perspectives!

    Apple Podcasts
    5
    Chookstar81
    Australiaa year ago
  • Great Episodes and very informative!

    The podcast contains some interesting insights and information!

    Apple Podcasts
    5
    Divi V
    Australiaa year ago

Listeners Say

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

Thoughtful, education and funny—great synergy between hosts.
Authentic and authoritative with a broad guest lineup.
Informative with accessible insights for a broad audience.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Ep. 71 | 4 Ways to Survive a Market Crash with Apollo Lupescu
Q: What is the role of an advisor in helping investors weather downturns?
An advisor provides structure, education, and discipline, helping clients follow a plan through volatility and avoid emotional decisions that could erase long-term gains.
Ep. 68 | Is Wealthy a Number or a Mindset?
Q: What does it mean that 'enough' is a mindset and not a number, and how should advisors address this with clients?
Enough is about aligning financial possibilities with personal meaning; advisors should help clients articulate what constitutes enough through dialogue, philosophy, and values, then guide on balancing risk and life goals to avoid over- or under-shooting their needs.
Ep. 68 | Is Wealthy a Number or a Mindset?
Q: How do money and happiness relate, and is there a point where more money stops buying happiness?
Money buys comforts up to a point, particularly in an American context where after meeting basic needs and security, additional income has diminishing returns on day-to-day happiness; reflective happiness—assessing if this is the life you want to lead—matters more for long-term life satisfaction.
Ep. 68 | Is Wealthy a Number or a Mindset?
Q: Can you tell us about funded contentment and what it means in practice?
Funded contentment is a framework where you first define what contentment means for you—self-awareness and values guide what you truly need—then you fund those preferences, balancing meaning with affordability, so money serves a life you want to live rather than chasing endless accumulation.
The retirement journey of a sexual health physician (with Dr. Lewis Marshall)
Q: What would you advise to your younger self?
Spend less and value friendships more, as they enrich life and are essential.

Audience Metrics

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Frequently Asked Questions About The Purposeful Investor

What is The Purposeful Investor about and what kind of topics does it cover?

Thoughtful, practical discussions focused on finance, investing, and wealth management, with guests ranging from fund executives to financial advisors and industry experts. Episodes cover systematic investing, market trends, retirement planning, business sales, crypto cautions, private credit, and personal wealth journeys, all through a calm, advisory lens. Notable strengths include evidence-based investing conversations, real-world guest stories, and a willingness to tackle emotional and behavioral aspects of money, making it useful for listeners seeking actionable insights and long-term financial thinking.

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Which podcasts are similar to The Purposeful Investor?

These podcasts share a similar audience with The Purposeful Investor:

1. Equity Mates Investing Podcast
2. Your Wealth
3. The Money Puzzle
4. The Money Café with Alan Kohler
5. Retire Right

How many episodes of The Purposeful Investor are there?

The Purposeful Investor launched 2 years ago and published 79 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 The Purposeful Investor?

Recent guests on The Purposeful Investor include:

1. Kristen Turnbull
2. Apollo Lupescu
3. Morgan Solomon
4. Hal Hershfield
5. Brian Portnoy
6. Michael Killiner
7. Bhanu Singh
8. Tracy Hall

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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