EPISODE · Jun 3, 2025 · 40 MIN
Building Wealth, Wisdom, and a Purposeful Career with Rakesh Shah from Capital Partners
from It's all about the grey podcast · host Pasquale Princi
Rakesh Shah is a seasoned financial planning expert with over 18 years at Capital Partners. Rakesh opens up about his journey from his early days in Kenya to becoming a trusted advisor in wealth management. He talks about strategies for building lasting financial success, the power of a comprehensive wealth map, smart diversification, and the role mentorship plays in shaping a meaningful career. Capital Partners website: https://capital-partners.com.au/ Rakesh Shah: https://www.linkedin.com/in/rakesh-shah-31544836/ If you enjoyed the podcast, please subscribe, share, follow and review! Follow Pasquale Princi 🌐 LinkedIn: https://www.linkedin.com/in/pasqualeprinci/ TikTok: https://www.tiktok.com/@itsallaboutthegrey/ Instagram: https://www.instagram.com/itsallaboutthegrey/ Chapters: (0:00) Introduction and Warm Welcome (1:12) Rakesh Shah's Journey into Financial Planning (2:14) The Essence of Financial Planning (5:14) Capital Partners and Investment Philosophy (9:06) Advice for Aspiring Investors (15:34) Personal Stories and Lessons Learned (18:51) Preparing for Home Ownership (21:47) The Reality of Property Prices (23:20) The Importance of Budgeting (24:24) Redefining Retirement (30:01) The Concept of Eldership (32:13) The Power of Mentorship (34:14) Investment Advice and Pitfalls (36:56) Cryptocurrency (39:03) Final Thoughts Recorded and Produced by Podwave Studios: https://podwavestudios.au/
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Building Wealth, Wisdom, and a Purposeful Career with Rakesh Shah from Capital Partners
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