Capital Partners Private Wealth Advisers

20/10/2026

Considering joining our graduate program? This week is your last chance to apply!

In our 12-month paid program, you’ll work closely with our award-winning team, gaining hands-on experience and mentorship that will sharpen your technical and communication skills.

If you're looking for a career with purpose, we'd love to hear from you.

Applications close on 25 October.

Apply here now: https://app.hirevire.com/applications/e52d488b-24a2-44b4-af41-1fd4949ddb6b?lang=EN

07/10/2026

It was a pleasure to partner with the Charlies Foundation for Research as one of their matched donors for their annual giving day.

Over $148,000, was donated which means all seven of the Giving Day projects at Sir Charles Gairdner and Osborne Park Hospitals are now fully funded. Thank you to every one who supported this cause.

06/10/2026

$3 Trillion is set to pass through Generation X as part of Australia's great wealth transfer.

But only half of Gen X have a will.

In the latest episode of The Purposeful Investor, David Andrew and Aden Wilkins are joined by Morgan Solomon, founder of Solomon Hollett Lawyers. to unpack the second volume of the Inheritance State of research.

Based on a survey of around 900 Western Australians across age groups and wealth brackets, the research reveals a significant gap between what Australians assume will happen to their estate and what they have actually put in place.

Some of the findings:
- 41% of Australians are now on track to die without a will
- Just 18% of families have had a detailed conversation about their estate
- 57% of Gen Z expect an inheritance dispute, compared with just 27% of boomers.

The episode also explores the rise of the "thin veneer of affluence", people who may appear financially secure but are carrying significant debt and financial pressure, and what this means for future inheritance claims.

With trillions of dollars set to change hands between generations, estate planning is becoming an increasingly important part of the broader wealth conversation.

🎧 Watch the episode here:

Most Australians assume their estate will simply pass to their spou...

22/09/2026

Apollo Lupescu from Dimensional Fund Advisors returns to The Purposeful Investor Podcast to join Aden Wilkins and David Andrew for a conversation about some of the questions investors are asking most right now. From rising government debt to the role of bonds, Apollo has a unique ability to make complex investment concepts easy to understand.

In this episode, they discuss:

- Why US government debt has grown to around $40 trillion and why the growth rate has looked remarkably similar under both political parties.
- The metric that actually matters: the cost of paying interest on the debt relative to the size of the economy.
- How bonds work in plain English and why maturity and credit quality drive the interest rate a borrower has to pay.
- Why the bond market acts as the ballast in a portfolio and underpins the cost of money across the entire financial system.
- A simple framework for every investment decision: ownership, lending and non-economic activity.
- The real risks in private credit and private equity, and the question every investor should ask before chasing higher returns: Is the juice worth the squeeze?

🎧 Listen now:

Apollo Lupescu from Dimensional Fund Advisors joins Aden Wilkins an...

21/09/2026

What if your first role after university gave you more than experience?

Our Graduate Program is designed to help you learn, grow and build meaningful relationships from day one.

You'll be supported by an experienced team, gain hands-on exposure to financial planning and work in a collaborative environment where everyone is invested in helping you succeed.
If you're looking for a career with purpose, we'd love to hear from you.

Applications are now open.

Apply here: https://app.hirevire.com/applications/e52d488b-24a2-44b4-af41-1fd4949ddb6b?lang=EN

07/09/2026

Investing in the future of financial advice.

At Capital Partners, we believe great advice is built on professionalism, expertise and a commitment to continuous learning.

We're proud to share that West Love, Laura Camelo and Alex Sundquist have recently commenced their Professional Year (PY), an important milestone on the pathway to becoming qualified financial advisers.

The Professional Year provides aspiring advisers with structured training, real client experience, mentorship and supervision, helping them develop the capability, judgement and confidence required to support our clients in achieving true prosperity.

Each brings a unique background, strong technical foundations and a genuine passion for helping people make informed financial decisions:

🔹 West Love is completing a Master of Financial Planning and combines his economics and finance background with a strong commitment to client outcomes.
🔹 Laura Camelo joined Capital Partners after a successful career in management and recruitment. She is currently completing a Bachelor of Commerce and is pursuing a future in financial advice.
🔹 Alex Sundquist joined the profession after completing studies in Finance and Marketing, bringing together strong technical skills and a passion for helping clients navigate important financial decisions.

We're excited to support West, Laura and Alex as they continue their development and take the next steps in their careers.

01/09/2026

We're excited to share that applications are now open for our 2027 Graduate Program!

This is a 12‑month, full-time opportunity designed to help graduates build a career in financial planning through hands-on experience, mentoring and professional development with our award-winning team.

If you're a recent graduate who is curious, motivated and looking for more than just a job, this program offers the opportunity to learn alongside some of Australia's leading financial advisers while making a genuine difference in the lives of our clients. At Capital Partners, you'll gain practical experience, structured development and exposure to real client work from day one.

As a three-time FAAA Professional Practice of the Year winner and one of Australia's Best Places to Work, we're passionate about developing the next generation of financial planning professionals.

Apply here: https://app.hirevire.com/applications/e52d488b-24a2-44b4-af41-1fd4949ddb6b?lang=EN

28/08/2026

Most Australians have superannuation. Few truly understand it.

Yet the decisions you make about your super over time can have a significant impact on your financial future, often adding up to hundreds of thousands of dollars over the course of retirement.

In the latest episode of The Purposeful Investor Podcast, Aden Wilkins is joined by Jemma Sanderson, Head of SMSF and Succession at Cooper Partners, and Kathryn Creasy, Wealth Adviser at Capital Partners, to unpack one of the most misunderstood assets many Australians own.

Together, they explore:
• How Australia's superannuation system came to be
• Common misconceptions that can lead people astray
• Key tax rules and opportunities that are often overlooked
• Why seeking quality advice can make a meaningful difference over the long term.

Whether you're building wealth, approaching retirement, or simply want to better understand how your super works, this conversation offers practical insights to help you make more informed decisions.

▶️ Watch the episode here:

Aden Wilkins sits down with Jemma Sanderson from Cooper Partners an...

20/08/2026

With applications for our Graduate Program opening next Friday, we're looking forward to welcoming the next generation of talent into the financial advice profession.

Last Friday, our team attended the Curtin University Business & Commerce Jobs Fair, speaking with students about careers in finance, the opportunities within the industry, and what life at Capital Partners is really like.

Our 12-month Graduate Program offers a full-time, paid role based in our West Perth office. Graduates work alongside some of Australia's most experienced and respected advisers, gaining hands-on experience, professional development, and exposure to the many pathways available within financial advice.

If you're about to graduate, or know someone who is, we'd love to hear from you!

Register your interest here: https://campaigns.capital-partners.com.au/graduate-registrations and we'll send you an information pack when applications open next Friday.

19/08/2026

What does it really take to perform at a high level when life doesn't go to plan?

In the latest episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with former Hockeyroo and Olympian Fiona Ryan to explore the mindset behind high performance.

Fiona's story extends far beyond elite sport. From representing Australia on the world stage, to navigating a serious cancer diagnosis, building a career in law, becoming a mother, and launching her own business, she shares the lessons she's learned about resilience, discipline and making decisions under pressure.

It's a conversation about more than success. It's about how we respond when things get difficult, how we stay focused on what matters most, and what high performance looks like in different seasons of life.

For investors, many of the themes will feel familiar. The ability to remain calm during uncertainty, stay committed to a long-term plan, and make thoughtful decisions when emotions are running high.

A powerful discussion on mindset, resilience and the habits that help us perform when it matters most.

🎧 Watch here:

Former Hockeyroo and Olympian Fiona Ryan joins David Andrews and Ad...