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

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

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

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Join David Andrew, founder of Capital Partners, as he reveals his personal investment journey, sharing candid insights about saving, automating finances, and building wealth.

Learn from his experiences, including early investment mistakes, the importance of long-term thinking, and how David and his wife, Robyn, have approached financial planning.

  • (02:35 - 06:16) Early financial habits
  • (06:16 - 12:48) Automating finances
  • (12:48 - 17:30) Worst investment experiences
  • (17:30 - 23:35) Investment Philosophy
  • (23:35 - 30:24) Asset allocation
  • (30:24 - 34:04) Modest home choices
  • (34:04 - 41:08) Exploration of alternative investments
  • (41:08 - 43:46) Key financial lessons

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.

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