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Episode 12 | Wealth With Purpose Part 1
Manage episode 416298658 series 3550961
Conteúdo fornecido por Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this episode of The Purposeful Investor, Aden and David discuss David's motivations for writing his book 'Wealth with Purpose', specifically, how he wanted to shift the focus of financial advice away from products and performance to values, goals and priorities.
0:00:01 - 0:07:42 - David's frustration with the traditional product-focused approach to 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 around smart decisions, caring for loved ones, living their best life.
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
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.
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