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Latest insights
LatestThe Great Wealth Transfer: Why Silence May Be the Biggest Inheritance Risk of All Australia is entering one of the most significant wealth transitions in its history. Over the coming decades, trillions of dollars will move from one generation to the next. Homes, businesses, inves
Episode Recap: Why the Bond Market Decides the Cost of Money Government debt, bond market jitters, AI disruption, inflation, private credit. Every week seems to bring a new reason to worry about your investments. But what should long-term investors actually pay attention to? The
Episode Recap: What Most Australian’s Get Wrong About Superannuation Superannuation is one of Australia’s most valuable wealth-building tools, yet for many people it’s also one of the least understood. In this episode of the Purposeful Investor Podcast, Aden Wil
Episode Recap: What an Olympian Can Teach Us About Success, Setbacks and Living a Meaningful Life In Episode 80 of The Purposeful Investor Podcast, David Andrew and Aden Wilkins sat down with former Hockeyroo, Olympian, lawyer and leadership coach Fiona Ryan to explore what high
In Episode 79 of The Purposeful Investor Podcast, David Andrew and Aden Wilkins sat down with Rowan Pow, Director of Verve Buyers Agency, to unpack what is really happening in the Perth property market. After several years of rapid growth, the market is changing. Buyers have mor
The Financial Year That Broke Every Forecast Episode Recap: Why Headlines Continue to Be a Terrible Investment Strategy In Episode 78 of The Purposeful Investor Podcast, David Andrew, Aden Wilkins and Nick Mangola reflected on a financial year that seemed determined to keep inves
Podcasts
Three series. Real conversations on markets, leadership, and retirement — ready for a proper publishing system.
Markets, meaning, and long-term wealth decisions.
Conversations with leaders who shape culture and outcomes.
Renaissance planning — not just a finish line.
EpisodeListen via the Knowledge hub — upload and publish episodes directly from Client Admin.
EpisodeListen via the Knowledge hub — upload and publish episodes directly from Client Admin.
EpisodeListen via the Knowledge hub — upload and publish episodes directly from Client Admin.
EpisodeListen via the Knowledge hub — upload and publish episodes directly from Client Admin.
EpisodeListen via the Knowledge hub — upload and publish episodes directly from Client Admin.
EpisodeListen via the Knowledge hub — upload and publish episodes directly from Client Admin.
Tools & guides
E-books, checklists and guides to help you explore your financial advice journey — then sit down with an adviser for a strategy that is yours.
West Perth · Australia-wide
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