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Episode 22 | 25 years of Capital Partners
Manage episode 445681992 series 3550961
コンテンツは Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary.
David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to becoming a trusted financial adviser to affluent families, David shares personal stories, key milestones, and the investment philosophy that has stood the test of time.
Listen as we explore how Capital Partners has built a culture of trust, client-focused advice, and mentorship, and what the next 25 years hold for the firm. Whether you're an investor, entrepreneur, or simply curious about wealth management, this episode is packed with insights on creating a lasting legacy of financial success.
0:00-2:00 Introduction
2:00-8:00 The founding of Capital Partners in 1999
8:00-12:00 The addition of Chris and Michael as partners in 2003
12:00-17:00 Insights into the growth and evolution of the business
17:00-23:00 Changes and consistencies in the business over 25 years
23:00-30:00 Future plans, reflections, message to the team and clients
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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