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 ThoughtsRecorded 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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