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Episode 12 | Wealth With Purpose Part 1
Manage episode 481626727 series 3550961
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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
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.
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