Description

In this episode of The Purposeful Investor, Aden and David delve into the inspirations behind David's book, Wealth with Purpose. David shares his desire to transform financial advice by moving the emphasis from mere products and performance to a more meaningful focus on values, goals, and priorities.

• (0:00:01 - 0:07:42) David's frustration with traditional financial advice. 
• (0:07:42 - 0:13:32) The challenging process of writing his first book.
• (0:13:32 - 0:17:30) The three critical questions clients want answers to
• (0:17:30 - 0:22:05) Taking control of your finances and not drifting. 
• (0:22:05 - 0:30:00) Automating your wealth and keeping plans flexible. 

Resources:
Futures Model

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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 ask@capital-partners.com.au.

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.