All Episodes

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

Ep. 77 | Why 60% of Australians Are Headed for an Estate Planning Disaster with Morgan Solomon

Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu

Ep 75. | Why This Budget Punishes Aspiration Not Wealth

Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull

Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu

Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon

Ep. 71 | 4 Ways to Survive a Market Crash with Apollo Lupescu

Ep. 70 | Why Smart Investors Are Rethinking Their Tax Structure

Ep. 69 | The Psychology of Wealth – Why Your Future Self is a Stranger with Hal Hershfield

Ep. 68 | Is Wealthy a Number or a Mindset?

Ep. 67 | The ABC of Systematic Investing

Ep. 66 | From Deposit Roadblocks to Smart Pathways into the Property Market

Ep. 65 | The Evolution of Finance and Systematic Investing

Ep. 64 | Dusting off the Crystal Ball to Understand Investing in 2026

The Last Victim of Australia's Most Notorious Con Man: Tracy Hall's Journey from Victim to Advocate

Bonus | Waltzing into wealth | Meet Damon Sugden

How to build, value, and sell a business the smart way

Beware the Crypto mirage | How to invest wisely in a volatile world

Private credit unveiled | Risks, rewards, and realities for investors

Bonus | Umpire/wealth adviser | Meet Rob McCaw

The Millionaire Next Door | Unveiling the real secrets to lasting wealth

Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah

Navigating divorce | From crisis to confidence (with Kathryn Creasy)

Dead man walking (with Andrew Nuttall)

Die With Zero | How to live a fulfilling financial life

What is Private Equity and should it be in my portfolio?

Navigating the first half of 2025

Bonus | Advising in the eye of the storm (the GFC) | Meet James McLeod

Tax planning blind spots that cost investors thousands (with Kathryn Creasy)

Unpacking the Perth property market (with Michael Killiner and Rowen Powell)

How 100 Women is empowering women globally (with Alicia Curtis and Karen Brittain)

Bonus | "I was winning on paper, but something was missing" | Meet Steven Boyce

Division 296 | Demystifying the $3 Million Superannuation Tax

Bonus | Financial adviser and taekwondo expert | Meet Michael Hayward

What life in the AFL taught Sam Menegola about resilience, identity and purpose

Bonus | Family, finance, and ultra-marathons | Meet David Rossbach

Quarterly Update | What's going on in the world?

How does the founder of Capital Partners invest his family's wealth?

How can Millennials, Gen Z and Gen Y get ahead of the game financially?

Bonus | From Police Officer to Wealth Adviser​ | Meet John Ryan

The difference between getting wealthy and staying wealthy

Bonus | "I help women make confident financial decisions" | Meet Kathryn Creasy

Don't be the richest person in the cemetery (with Michael Aitken)

Predictions that (probably) won't happen in 2025

The retirement journey of a sexual health physician (with Dr. Lewis Marshall)

Index funds, ETFs and the dark side of financial planning (with Laura Tarbox)

Philanthropy, legacy planning and getting your family involved (with Denise Cheng)

The making of a managing director | Charmaine Lamprecht's story

Episode 29 | Looking back at 2024

How will Donald Trump impact global share markets?

Episode 27 | How AI can enhance our lives (with Hannah Hardy-Jones)

Episode 26 | Why you need personal insurance

Episode 25 | Longevity risk and how to ensure you have enough

Episode 24 | How to avoid the entitlement trap

Episode 23 | Should I just be investing in the S&P 500?

Episode 22 | 25 years of Capital Partners

Episode 21 | Are you really ready for retirement?

Episode 20 | What remains the same in an ever-changing world?

Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)

Episode 18 | What makes a successful business owner Part 2

Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)

Episode 16 | End of financial year market update

Bonus | Steven Boyce on what makes a successful business owner

Episode 15 | The importance of strategic planning (Wealth With Purpose part 3)

Bonus | Property Market Update

Episode 14 | Wealth With Purpose Part 2 - Start with your why

Episode 13 | Three key complexities of wealth management

Episode 12 | Wealth With Purpose Part 1

Episode 11 | Quarterly market update 2024

Episode 10 | What does sustainable investing involve?

Bonus | Is it possible to time the market?

Episode 9 | Why women make better investment decisions

Episode 8 | How to navigate market uncertainty

Episode 7 | Ambition in retirement

Episode 6 | What's your money personality?

Episode 5 | Business succession planning

Episode 4 | The evolution of investing

Episode 3 | Why progress meetings matter

Episode 2 | What to expect from 2024

Episode 1 | The 'why' behind Capital Partners