Episode 13 | Three key complexities of wealth management

Ask a question or send feedbackIn this episode, Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth.Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to complexity management.(1:11 - 5:00) Athlete investors and three types of complexity  (5:00 - 10:46) The three types of complexity - time, technical, emotional(10:46 - 15:14) Wealth statistics in Australia, other countries, definition of HNWI(15:14 - 19:23) Additional statistics on wealth distribution and real estate values Resources:Australian StatisticsKnight Frank Wealth ReportWhat does $1M USD buy you in SQM across different citiesWhat does it take to be in the top 1%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.