James McLeod

Principal | Wealth Adviser
BCom, BSc, AdvDipFS, CFP, AIF®, Grad Dip Applied Tax Law

In 2010, after four years working in financial planning, James was looking for a change that would give him the scope to grow – professionally, but also personally. So, when one of James’s peers directed him to Capital Partners and our founder David Andrew gave him an ‘iron clad’ guarantee he’d become a professional of the highest level here, James was on board.

David was right. With his meticulous approach and creative problem solving skills, combined with an innate drive to make a difference, James has thrived within our team. Generous with his ideas and time, James’s contribution to our team, as well as the lives of his clients – many of whom are medical professionals or women facing major life transitions – is highly valued.

It all comes back to the Capital Partners mindset, which James embodies. More than being a trusted financial adviser, for James it’s about being a sounding board, coach and friend to clients, through good times and bad. It’s about planning for life so you can do the things you love with the ones you love, which, for James, means spending time with his wife and young son.

What do you enjoy most about wealth management?

Being able to help people have a brighter, more confident futures.

What’s the biggest challenge?

There are huge positives to being a trusted relationship in a family’s life. I am so lucky share and take part in the best that life brings for a client, such as marriage, celebrations, milestones and success. However, I am sounding board, coach and friend through the challenging times too, and walk alongside my clients as they experience the unexpected death or illness of a family member, divorce, tough business conditions or redundancy. Staying objective, yet positive and supportive during these tough times is one of the greatest challenges.

What do you love most about being part of Capital Partners?

The people – my team, colleagues, professional networks and of course, my clients!

What quality of yours makes you suited to what you do?

An innate desire to want to help people, and having an analytical way of thinking with creative problem-solving skills seems to come in handy!

How should people think about their wealth?

While you are young, half of the work is sticking to good financial habits. As you approach retirement, the focus should be on protecting what you’ve got and not making decisions that could have such a large financial impact that you can’t recover from. Money really is just a means to have the life that you want. Focus on life, not money.

What do you love to do outside of work?

Family time and volunteering take up most of my free time. I helped start a Rotary club for Young Professionals in 2016 and am very involved in the broader Rotary community. Being a dog lover, I also find some time to teach people how to become volunteers at the Shenton Park Dogs Refuge Home.

What does your ideal holiday look like?

This has changed dramatically over the last few years. I used to seek out off the beaten track experiences like dog sledding in the Arctic Circle, walking with the Gorillas in Uganda or trekking through the Indonesian Jungle. The arrival of my son in 2017 has resulted in weekends down South or “Staycations” looking very appealing.

Education and Associations

Certified Financial Planner

Bachelor Commerce

Bachelor of Science

Accredited Investment Fiduciary

Grad Dip Applied Tax Law