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Episode 13 | Three key complexities of wealth management
Manage episode 481626726 series 3550961
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In this episode, Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth.
Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to complexity management.
- (1:11 - 5:00) Athlete investors and three types of complexity
- (5:00 - 10:46) The three types of complexity - time, technical, emotional
- (10:46 - 15:14) Wealth statistics in Australia, other countries, definition of HNWI
- (15:14 - 19:23) Additional statistics on wealth distribution and real estate values
Resources:
Australian Statistics
Knight Frank Wealth Report
What does $1M USD buy you in SQM across different cities
What does it take to be in the top 1%
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us [email protected].
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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