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The Purposeful Investor

Aden Wilkins & David Andrew
Financial Planning
Wealth Management
Retirement
Financial Literacy
Philanthropy
Investment Strategies
Capital Partners
Resilience
Identity
Personal Development
Investment Philosophy
The Psychology Of Money
Investing
Structured Giving
Sexual Health
Market Volatility
Women Empowerment
Morgan Housel
Trade War
Tariffs

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 monthlyEpisodes69Founded2 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The Purposeful Investor

Latest Episodes

We unpack how families can help first-home buyers enter the market without risking retirement, and why honest conversations plus clear numbers beat media noise. Practical steps include guarantors, 5% deposit schemes, rentvesting, and legal safeguards... more

This is one of our most important episodes - ever!

Predictions feel powerful until they're not.

We pull back the curtain on what actually drives long-term investment returns and explore how a systematic, evidence-led approach can help you capture t... more

Markets never move in straight lines and 2025 proved it once again. The first year of President Trump Mk II was always going to be interesting!

As we look to 2026, we dust off the crystal ball for a conversation about markets and investing. David An... more

In this powerful episode of The Purposeful Investor, host Aden Wilkins welcomes Tracy Hall - author, keynote speaker, and survivor of one of Australia’s most prolific con men. Tracy shares her deeply personal story of losing her life savings, and the... more

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Recent Guests

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
Brendan Cockram
M&A expert at Octavian Group.
Octavian Group
Episode: How to build, value, and sell a business the smart way
Dr. Steve Garth
Principal at Principia Investment Consultants
Principia Investment Consultants
Episode: Beware the Crypto mirage | How to invest wisely in a volatile world
Nick Menegola
Investment Coordinator at Capital Partners
Capital Partners Private Wealth Advisers
Episode: Beware the Crypto mirage | How to invest wisely in a volatile world
Rob McCaw
Wealth advisor at Capital Partners with diverse interests, including umpiring.
Capital Partners Private Wealth Advisers
Episode: Bonus | Umpire/wealth adviser | Meet Rob McCaw
Rakesh Shah
Principal and wealth advisor at Capital Partners
Capital Partners Private Wealth Advisers
Episode: Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah
Andrew Nuttall
Financial advisor and author with insights on life transitions and personal growth.
Financial Advisor in New Zealand
Episode: Dead man walking (with Andrew Nuttall)

Host

Aden Wilkins
Host of The Purposeful Investor and an experienced wealth advisor.

Reviews

4.9 out of 5 stars from 68 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
    Australia10 months 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
    Australia10 months ago
  • Interesting & an easy listen!

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

    Apple Podcasts
    5
    Chookstar81
    Australia10 months ago
  • Great Episodes and very informative!

    The podcast contains some interesting insights and information!

    Apple Podcasts
    5
    Divi V
    Australia10 months ago

Listeners Say

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

Many have found the podcast to be educational and relatable, with valuable insights applicable to various life stages.
Listeners appreciate the informative and thought-provoking content offered during episodes.
The hosts are praised for their engaging discussions and the diversity of guests, highlighting the practical financial advice shared.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

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.
The retirement journey of a sexual health physician (with Dr. Lewis Marshall)
Q: How did you find your way into becoming a venereologist, pox doctor, then venereologist, and then sexual health physician?
Dr. Lewis Marshall explains that he initially considered becoming a vet, but due to circumstances, ended up doing medicine. His varied career trajectory led him to sexual health due to a mix of opportunities and personal interests.
Bonus | From Police Officer to Wealth Adviser​ | Meet John Ryan
Q: If you had to have another career, what do you think you'd be?
John would have liked to be entrepreneurial earlier rather than follow the traditional route of education leading to a job.
Bonus | From Police Officer to Wealth Adviser​ | Meet John Ryan
Q: What do you actually enjoy most about the elements of the role?
John enjoys the strategic conversations and the human connection with people, feeling excited about improving outcomes for his colleagues and clients.
Bonus | Family, finance, and ultra-marathons | Meet David Rossbach
Q: Is there any memory that comes to mind that would you say is a favorite memory or that's really shaped your time here?
Joining Capital Partners is a favorite memory for David as it felt supportive and he knew he would be doing good work for clients there.

Audience Metrics

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Listeners per Episode
Gender Skew
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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?

Content typically revolves around financial markets, investment strategies, leadership principles, and the psychological aspects of managing wealth. The hosts engage in meaningful discussions that not only provide insights into various aspects of financial management and personal development but also highlight real-life experiences and stories from both guests and hosts. The unique blend of approachable yet thoughtful dialogue aims to educate listeners on practical financial matters while fostering a greater understanding of wealth beyond mere numbers. This podcast stands out for its emphasis on emotional intelligence in finance and its supportive approach to helping families navigate their financial futures.

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How many listeners does The Purposeful Investor get?

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Which podcasts are similar to The Purposeful Investor?

These podcasts share a similar audience with The Purposeful Investor:

1. The Money Café with Alan Kohler
2. The Fin
3. Australian Finance Podcast
4. Equity Mates Investing Podcast
5. 15 Minutes with the Boss

How many episodes of The Purposeful Investor are there?

The Purposeful Investor launched 2 years ago and published 69 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. Bhanu Singh
2. Tracy Hall
3. Damon Sugden
4. Brendan Cockram
5. Dr. Steve Garth
6. Nick Menegola
7. Rob McCaw
8. Rakesh Shah

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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