The Purposeful Investor

Bonus | "I was winning on paper, but something was missing" | Meet Steven Boyce


Listen Later

Ask a question or send feedback

Join us in the next episode of this bonus series, where we're joined by Steven Boyce, Senior Wealth Adviser at Capital Partners, to share his transformative career journey from traditional stockbroking to purposeful financial advising. 

Discover how an 18-month global travel experience reshaped his perspective, why starting with people matters more than money, and how he became a "freedom seeker" dedicated to helping clients achieve meaningful financial clarity. 

Steven reveals the unique approach that sets Capital Partners apart and provides insights into building genuine client relationships beyond traditional investment strategies.

  • (00:00 - 02:59) Steven Boyce's Early Career
  • (02:59 - 05:34) Transition to Financial Advisory
  • (05:34 - 08:27) Career Evolution at Capital Partners
  • (08:27 - 11:34) Most Enjoyable Aspects of Role
  • (11:34 - 13:14) Unique Value Proposition
  • (13:14 - 14:35) Personal Insights

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 [email protected].

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.

...more
View all episodesView all episodes
Download on the App Store

The Purposeful InvestorBy Aden Wilkins & David Andrew