This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful.

They discuss carving out time for strategic thinking, focusing on family, ensuring one's children have a great education and understanding of financial success. Creating a structured yet flexible plan that considers safety, values, and relationships can help you live your legacy.

• (0:00:01 - 0:02:27) Introduction and wins of the week
• (0:02:27 - 0:04:57) Recap of the wealth with purpose series so far
• (0:04:57 - 0:09:11) What is a legacy and healthy legacy plan
• (0:09:11 - 0:13:35) Discussion of structured safety
• (0:13:35 - 0:17:53) Active stewardship
• (0:17:53 - 0:21:27) Importance of services being available to client's and their children

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.

In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally.

Learn about the importance of continuous growth, transitioning from "lone wolf" to "pack leader", building a reliable support network, and creating a lasting family legacy through philanthropy.

• 0:00 - 2:00 - Wins of the week
• 2:00 - 8:00 - Exploration of the "evolving entrepreneur" pillar
• 8:00 - 13:00 - The transition from "lone wolf" to "pack leader"
• 13:00 - 17:00 - The concept of "building your bench"
• 17:00 - 22:00 - Freedom comes from discipline
• 22:00 - 28:00 - Achieving entrepreneurial freedom
• 28:00 - 34:00 - The importance of creating a family legacy through financial planning
• 34:00 - 38:00 - The benefits of structured philanthropy
• 38:00 - 42:00 - Thoughts and key takeaways for business owners

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.

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.