Episode 22 | 25 years of Capital Partners

Ask a question or send feedbackIn this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary. David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to becoming a trusted financial adviser to affluent families, David shares personal stories, key milestones, and the investment philosophy that has stood the test of time. Listen as we explore how Capital Partners has built a culture of trust, client-focused advice, and mentorship, and what the next 25 years hold for the firm. Whether you're an investor, entrepreneur, or simply curious about wealth management, this episode is packed with insights on creating a lasting legacy of financial success.(0:00 - 2:00) Introduction(2:00 - 8:00) The founding of Capital Partners in 1999(8:00 - 12:00) The addition of Chris and Michael as partners in 2003(12:00 - 17:00) Insights into the growth and evolution of the business(17:00 - 23:00) Changes and consistencies in the business over 25 years(23:00 - 30:00) Future plans, reflections, message to the team and clientsThe 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.