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 

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

For more information on Capital Partners' award winning team, visit capital-partners.com.au.

Have a question? Email us [email protected].

This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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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