Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners. 

Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth. 

Rob reveals the importance of being a "safe pair of hands" for clients, the nuances of retirement planning, and what it means to be a family-focused financial guardian. 

This episode offers insights into the human side of financial advising and the meaningful connections that drive success.

• (00:00 - 0:02:18) Rob McCaw and his career journey
• (02:18 - 04:34) The parallels between umpiring and financial advising
• (04:34 - 06:13) Rob's passion for building relationships
• (06:13 - 08:45) The importance of being a "safe pair of hands" for clients
• (08:45 - 11:45) The concept of retirement planning
• (11:45 - 13:35) Rob's money personality

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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.

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