Looking to the Future

Looking to the Future

 

Capital Partners Succession Group - Copy

Capital Partners New Principals
(Left to right)  Kathryn Creasy, Rakesh Shah, Michael Hayward, James McLeod, Charmaine Lamprecht, Steven Boyce and John Ryan

 

For over two years now, we have been working towards the implementation of a succession plan that will welcome a new generation of owners at Capital Partners.

Next year marks our 20th anniversary, and with all of our founding principals in their 50’s, it makes sense … more

Do Your Values Drive Your Decisions?

In the bigger scheme of things money is really not that important. Rather, it is an enabler that allows us to do the things that are important to us and make us happy. Values are the qualities and principles intrinsically valuable and desirable to you – in other words, life’s emotional pay-offs.

Our values provide our day-to-day operating context. By basing our decisions on our values we considerably increase the … more

Smart Investor | April 2018

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

Entrepreneurs Wanted The problem with the Australian share market: is entrepreneurship dead?

Australian investors concentrating their portfolio just on large Australian shares are missing big opportunities as innovation and true wealth creation around the world leave many Australian companies looking old-fashioned.

Australia’s share market is one of the most concentrated in the world with the top 10 stocks on the ASX representing … more

Value vs Cost

By John Ryan

Everyone in Western Australia knows John Hughes. It is hard not to like a guy who built an empire from the ground up! From walking the Terrace in the 1970’s with briefcase in hand to convince the banks to lend him some money for his first car yard; to now having sold over 900,000 cars and still managing over 500 staff at age 82. Incredible!

In a … more

The Top 10 Money Excuses

By Jim Parker – Guest ContributorWhats Your Excuse

 

Human beings have an astounding facility for self-deception when it comes to their own money.

We tend to rationalise our own fears. So instead of just recognising how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling.

These arguments are often elaborate short-term excuses that … more

How do you get from A to B?

Smart Investor – March 2017

Research, Trends, Topics and Asset Class Returns for Long-term Investors.

By Song Goh

Song Goh

What is your primary consideration when shopping for a car?

If I could indulge in my fantasy world where money was no object, I would own my dream car, the Lamborghini Huracan LP610-4 Coupe that starts in excess of $400,000 for the base model. From the options menu, I’d pick the Nero … more

Sailing with the Tides

By Jim Parker – Guest Contributor

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan and there’ll be rough seas, but those who are prepared, flexible, patient and well-advised greatly increase the odds of reaching their destinations.

A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once … more

Changing Our View of Money

Capital Partners | Press Release | February 2017

WWP coverPeople can transform their lives for the better by changing their attitudes towards money, according to one of Australia’s most respected wealth advisers.

David Andrew, founder and CEO of Perth-based Capital Partners Private Wealth, has released a new book in which he shares his insights from more than 20 years of helping people make smarter decisions with their money.

In … more

Sleep: What’s age got to do with it?

By Dr. Baden Ramble – Guest Contributor
 – Health in Focus Series

old clockWhen I turned 50, my sleep was gone. In despair I turned to my friend Bill who, in the old days, used to get out of bed not before 2 pm. What a surprise it was to find out that Bill too turned sleepless. And, so did Pam and Rose and Jim and…. for so many of we … more

Trump and the aftermath – what does it mean for investors?

By David Andrew

David Andrew

When I wrote the article “Will your investment plan get Trumped?” earlier this week, I like most people, wasn’t seriously contemplating the likelihood of him actually winning.  In my earlier article, I suggested that selling down in anticipation of a Trump win was the wrong thing to do, and now as the impossible is happening, I remain of that view.… more

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