The Purposeful Investor
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.
Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.
The Purposeful Investor
Bonus | Waltzing into wealth | Meet Damon Sugden
In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advisory. Discover how a life in the performing arts shaped his mindset, why financial independence is central to his values, and how he helps clients reimagine retirement.
Damon shares how personal loss inspires his work, the meaning behind being a “Family Steward” and “Freedom Seeker,” and his ongoing passion for empowering others through education and connection.
- (00:41 – 02:39) Life on stage: Damon’s ballroom dance career
- (02:46 – 03:12) Transitioning from performer to financial adviser
- (03:12 – 04:04) Getting started at Capital Partners
- (04:18 – 05:22) Transferable skills from dance to advising
- (05:27 – 05:55) Why client relationships matter most
- (06:10 – 07:16) Redefining retirement and helping others live fully in later life
- (07:30 – 08:13) Running educational workshops
- (08:33 – 09:26) A favourite Capital Partners memory and company culture
- (09:39 – 10:44) Damon’s money personality
- (10:56 – 11:18) If not a financial adviser, what would Damon do next
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
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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