Ep 78 | From a White Camry and a Lunchbox to One of WA's Leading Wealth Firms

Ask a question or send feedbackOn the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never really seen - a firm that only got paid when it did right by its clients. In this special episode of The Purposeful Investor, David sits down with Aden Wilkins to tell the full Capital Partners story: where it came from, what nearly broke it, and what 27 years of building a values-led business actually looks like.------------------------------------------------------------------Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/LinkedIn: https://www.linkedin.com/company/capital-partners-3/Instagram: https://www.instagram.com/capitalpartnersprivatewealth/------------------------------------------------------------------Chapters:(0:00) Welcome & Wins of the Week(4:40) Why David Started Capital Partners(8:00) The Commission-Driven Industry He Left Behind(11:00) Client Number One: 27 Years On(14:00) The Early Years: Starting from Scratch(16:00) Bringing in Chris and Michael & Switching to Systematic Investing(22:30) The 2012 Turning Point: From $4M to Nearly $20M(28:00) Why Employee Ownership Protects Client Outcomes(32:00) You Become What You Say Yes To(36:00) The Three Types of Client Complexity(39:00) AI and the Future of Financial Advice(42:00) Capital Partners' Four Core Values & What Comes Next------------------------------------------------------------------Recorded and produced by Podwave Studios: https://podwavestudios.au/The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us [email protected] episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.