• Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)

  • Aug 8 2024
  • Durée: 38 min
  • Podcast

Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)

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  • Résumé

  • In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out". They discuss the importance of diversification and how most of the effort that goes into curating the perfect portfolio is unnecessary.

    • 0:00-5:00 - Welcome and wins of the week
    • 5:00-11:50 - Understanding the share market system
    • 11:50-19:00 - Funding your financial plan
    • 19:00-25:30 - The importance of diversification and asset classes
    • 25:30-36:00 - Company size, value and profitability that impact returns



    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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