In this episode of The Purposeful Investor, Aden sits down with Andrew Nuttall from New Zealand to explore what it truly means to face your own mortality and live to tell the tale.

Andrew shares his remarkable near-death experience, the life lessons it inspired, and how it shaped his views on family, financial security, and the real meaning of wealth. Together with Capital Partners founder David, they discuss the importance of strong relationships, gratitude, resilience, and the philosophy of "wealth beyond money.

• 0:00-2:00 Introduction
• 2:00-7:30 Wins of the Week  
• 7:30-12:30 Andrew’s Background and Connection  
• 12:30-18:00 Andrew’s Near-Death Experience  
• 18:00-27:00 Reflections on Family, Financial Preparedness, and Wealth  
• 27:00-37:00 Parallels Between Physical and Financial Health  
• 37:00-42:49 Lessons, Regrets, and Final Reflections  

Additional resources: Futures Model

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Join Aden and David as they dive deep into the provocative concept of "dying with zero" from Bill Perkins' groundbreaking book. Discover how strategic spending, investing in experiences, and challenging traditional saving mindsets can help you live a more meaningful life. Learn practical strategies to balance financial security with creating lifelong memories, and gain insights into breaking free from the fear of spending. Whether you're planning for retirement or seeking to maximise your life's potential, this episode offers a fresh perspective on wealth, time, and personal fulfillment.

• 00:00 - 05:12 Introduction and "Die with Zero" Concept Overview
• 05:12 - 11:37 Understanding the Philosophy of Purposeful Spending
• 11:37 - 17:54 Psychological Barriers to Spending Money
• 17:54 - 24:16 Generational Differences in Financial Thinking
• 24:16 - 32:41 Practical Strategies for Investing in Experiences
• 32:41 - 39:05 Retirement Spending and the "Go-Go Years"
• 39:05 - 45:22 Client Stories and Real-World Financial Insights
• 45:22 - 50:00 Conclusion and Key Takeaways on Purposeful Wealth Management

Additional resources:

• Read, Die with Zero.
• The Power of Dreaming.

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Join Aden and David as they demystify private equity investing. In this episode, they explore the key differences between private and public investments, share a compelling case study of Virgin Australia's private equity transformation, and provide expert guidance on understanding this complex investment landscape.

Learn about the potential benefits and risks, discover why liquidity matters, and gain valuable insights into making informed investment decisions. 

• 0:00-5:00 Introduction
• 5:00-15:00 Understanding Private Equity Basics
• 15:00-25:00 Virgin Australia Case Study
• 25:00-35:00 Investment Challenges
• 35:00-45:00 Business Owner Perspectives
• 45:00-50:00 Conclusion

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Join Aden, David, and Nick as they unpack the first half of 2025. From Trump's tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential economic challenges ahead, including developments in China and the global market landscape.

00:00 - 02:25 Introduction and Personal Wins
02:25 - 04:45 Financial Year Reflection
04:45 - 08:48 Market Volatility Highlights
08:48 - 0:11:14 Performance Numbers
11:14 - 14:38 Stock Valuation Insights
14:38 - 22:13 Investor Psychology and Volatility
22:13 - 31:34 Future Outlook
31:34 - 41:07 Investment Strategies
Download our tax planning whitepaper.

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Join Aden in this bonus series, as senior wealth adviser James McLeod shares his remarkable career path from an uncertain graduate to a principal at Capital Partners. Discover insights from a career that began in crisis and matured with meaning.

Discover how personal experiences shaped his approach to financial advice, his passion for helping doctors, women navigating divorce, and high net worth clients, and learn about the profound impact of providing peace of mind during life's most challenging moments.

• (0:29 - 3:24) James' career journey
• (3:24 - 4:28) The global financial crisis
• (4:40 - 6:51) Career progression at Capital Partners
• (6:51 - 9:01) Developing specialized client niches
• (9:52 - 10:27) Capital Partners' most impactful work
• (12:50 - 14:06) James's money personality
• (14:22 - 15:32) Alternative career aspirations

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Aden sits down with Kathryn Creasy, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits. 

Whether you’re an expat, business owner, or building wealth for the next generation, this episode will help you plan with clarity and confidence.

Download our tax planning whitepaper.

• 1:26–5:04 - What tax planning means and why it matters
• 5:04–11:00 – Superannuation strategies and contribution tips
• 11:00–15:33 – Structuring investment assets
• 15:33–21:17 – How family trusts and bucket companies work
• 21:17–26:50 – Key trigger points for tax planning
• 26:50–34:09 – Why business owners need to plan proactively

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor options, rent investing, and strategic purchasing. 

• 0:00-5:00 Introduction
• 5:00-15:00 Perth Property Market Overview
• 15:00-25:00 Family Property Support Strategies
• 25:00-35:00 Borrowing and Investment Insights
• 35:00-40:00 Closing Advice

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Alicia Curtis first started working on the idea of 100 Women after an inspiring chat about how to make the world a better home. After a few months, a dedicated group of volunteers came together to pull all the elements of the organisation – trust deeds, websites, marketing, membership, grants and more.

Join Aden and Capital Partners Managing Director, Charmaine Lamprecht as they sit down with Alicia Curtis and Karen Brittain from 100 Women.

Discover how a simple idea has grown into a powerful movement supporting grassroots charities, advancing gender equality, and creating meaningful social impact. 

• (0:10 - 0:20) The origin of 100 Women
• (0:20 - 0:30) From 100 to 380 members
• (0:30 - 0:40) The grant selection process
• (0:40 - 0:50) Successful grant recipients
• (0:50 - 1:00) The UN Sustainability Goals and the importance of gender equality
• (1:00 - 1:10) How businesses and individuals can get involved
• (1:10 - 1:20) Expanding nationally and internationally
• (1:20 - 1:30) The power of collective giving

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

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

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.

Join Aden Wilkins and SMSF expert Jemma Sanderson from Cooper Partners as they unpack the proposed Division 296 tax, separating fact from fiction. Learn about the potential impact on your superannuation, key misconceptions, and strategic considerations for managing your retirement savings.

• (02:00 - 07:00) What is the Division 296 Tax
• (07:00 - 12:00) Debunking myths about superannuation tax rates
• (12:00 - 16:00) Unrealised gains and lack of indexation
• (16:00 - 24:00) Exploring alternative investment strategies
• (24:00 - 33:00) Managing potential tax implications

Materials:

Div-296-3m-tax.pdf

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. 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.