David Andrew is working to change our attitudes to the way we deal with money. He believes 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, he believes investors will get better results and will also be more inspired and fulfilled. In the end, real success comes from having Clarity around what you want to achieve, from getting the right Insights so that you can make smarter decisions, and having a Partnership with the right advisers at the right times to help deal with the challenges we are all faced with as we progress through life.
Almost 20 years ago he founded one of Australia’s first independently owned, fee-based wealth management firms at a time when almost all advisers worked for sales commissions. Wealth with Purpose shares the insights gained from helping hundreds of successful people grow, protect and share their wealth, and underpins his unshakeable belief that dealing with our money differently can help us live a live happier, more fulfilled lives.
Industry Reviews
"David has a deep understanding of finance, but his insight and years of experience are highlighted when the behavioural aspects of finance are explained in the context of a higher purpose for every reader. Every investor should invest their time to read this book!"
Alex Potts
President and CEO, Loring Ward Group
Author of The Wealth Solution
"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
"The investment industry's penchant for jargon, the ongoing blurring of the line between selling and advising (and the odd financial scandal for good measure), have created an environment where trust has been eroded. The time has come for 'less words, more action' to place clients at the heart of everything we do. I commend David Andrew's new book 'Wealth with Purpose' to anyone seeking to learn more about starting the financial planning process with the destination in mind - an alignment of values, goals, planning and, most importantly, improved outcomes."
Dr Michael E. Drew
Professor of Finance, Griffith University
Director, Drew, Walk & Co.
"This book provides genuine and reliable insights, that if followed, will see you make great decisions with money for the rest of your life. If your goal is to live a happy and fulfilling
life, making smart money decisions and investing wisely, you should find the time to read this book."
Peter Mancell
Chairman, Global Association of Independent Advisors
Geneva, Switzerland
"This is a practical, common sense guide to effective wealth management. Wealth with Purpose successfully ties 'money' to 'life' in a way that puts people first, and it will enable you to have the right context around our money decisions."
Barry LaValley
President, Retirement Lifestyle Center, Nanaimo, Canada
Author of So You Think You are Ready to Retire?
"With what seems to be an endless stream of financial pornography coming at us every day, it feels impossible to figure out what to do and where to start. The book you hold in your hands is the answer, but it is also a map to a place we all long to be: clarity!"
Carl Richards
Author of Behavior Gap and One Page Financial Plan
