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.

Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit.

They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward.

From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before selling. Plus, the trio discusses emotional readiness, succession planning, and how to ensure your life goals and financial future stay aligned long after the deal is done.

• 3:40–8:45 Brendan’s journey into M&A and founding Octavian Group
• 8:45–14:10 Where to start when planning a business sale
• 14:10–19:30 Personal and financial readiness before selling
• 19:30–27:55 How to value a business and understand multiples
• 27:55–35:40 Finding and approaching potential buyers
• 35:40–42:50 Structuring deals and managing key-person risk
• 42:50–49:15 Tax planning and maximizing after-sale outcomes
• 49:15–53:40 Why every business should stay “sale ready”

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.

In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfolios. The trio explores what cryptocurrency is, its origins, and why it captures so much attention—and caution—in the financial world. They discuss the risks, volatility, and lack of intrinsic value in assets like Bitcoin, compare crypto to gold, and offer practical advice for investors considering a speculative "play money" approach.

• 2:58-3:34 The value of goal setting and future planning
• 3:34-8:17 What is cryptocurrency?
• 8:17-12:43 The emergence of cryptocurrency as an asset class
• 12:43-18:52 How cryptocurrency works for investors
• 18:52-20:16 Liquidity and risk
• 20:16-26:28 Comparing cryptocurrency to gold and FOMO
• 26:28-31:03 Risks in cryptocurrency
• 31:03-38:22 Retail vs. sophisticated investors
• 38:22-46:13 Comparing cryptocurrency to traditional assets
• 46:13-47:35 Advice for different investor profiles

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.