Join us in the bonus series of The Purposeful Investor, where Aden is joined by David Rossbach, who shares his journey to becoming a wealth adviser at Capital Partners. Discover how resilience, a passion for helping others, and a commitment to client-first advice has shaped his career.

David opens up about mentoring, working with medical professionals, balancing family life with ultra-marathon training, and why he loves what he does.

• (00:00 - 03:32) David Rossbach's journey into financial planning
• (03:32 - 05:16) The difference between the UK experience and Capital Partners
• (05:16 - 07:10) The liberation of working at Capital Partners
• (07:10 - 08:16) Mentoring others and learning from client interactions
• (08:27 - 09:56) Working with medical professionals
• (10:04 - 10:50) Balancing work, family, and his own passions
• (11:44 - 12:31) Focusing on providing opportunities for the future generations

For more information on Capital Partners visit capital-partners.com.au.

Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. 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.