Wealth With Purpose

The financial industry is having the wrong conversation with the investing public. By changing the focus from product, price and performance to values, goals, planning and outcomes, investors can get better results and are more likely to feel inspired and fulfilled.

This book aims to change the reader’s attitude to the way they deal with their money, and draws on over twenty years of experience working in the investment and advisory industry.

See my recent interview with Adviser2.0.

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“There’s so much information available today about investing, it’s hard to know where to start. But if there’s one book that Australian investors should read, it’s this one. David’s starting-point is the end investor, what’s important to them and what they’re looking to achieve. His investment philosophy is based not on his opinion but on independent, peer-reviewed and time-tested evidence about how best to invest. In 20 years’ time most Australians will invest this way.”Robin Powell - Editor, The Evidence-based Investor