Description

Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career. 

Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money.

• (00:00 - 03:00) Rakesh Shah's 18-year journey at Capital Partners
• (03:00 - 04:23) The Kenyan tea business
• (04:47 - 06:34) Helping clients transform their financial lives
• (06:34 - 08:30) A passion for retirement workshops
• (09:14 - 10:00) Becoming a shareholder at Capital Partners
• (10:00 - 11:12) Rakesh's money personality

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

Have a question? Email us ask@capital-partners.com.au.

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.