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.

In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt).

Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines.

The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk, and regulatory oversight.

• 2:58-3:34 The value of goal setting and future planning
• 3:34-8:17 What is private credit?
• 8:17-12:43 The emergence of private credit as an asset class
• 12:43-18:52 How private credit works for investors
• 18:52-20:16 Liquidity and risk
• 20:16-26:28 The La Trobe fund case study
• 26:28-31:03 Risks in private credit
• 31:03-38:22 Retail vs. sophisticated investors
• 38:22-46:13 Comparing private credit to equities
• 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.

Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners.

Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth.

Rob reveals the importance of being a "safe pair of hands" for clients, the nuances of retirement planning, and what it means to be a family-focused financial guardian.

This episode offers insights into the human side of financial advising and the meaningful connections that drive success.

• (00:00 - 0:02:18) Rob McCaw and his career journey
• (02:18 - 04:34) The parallels between umpiring and financial advising
• (04:34 - 06:13) Rob's passion for building relationships
• (06:13 - 08:45) The importance of being a "safe pair of hands" for clients
• (08:45 - 11:45) The concept of retirement planning
• (11:45 - 13:35) Rob's money personality

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, hosts Aden and David dive deep into the timeless lessons from the classic book "The Millionaire Next Door."

Discover the surprising habits and mindsets that set true millionaires apart from the crowd, why high income doesn’t always equal wealth, and how to avoid common financial pitfalls. From the illusion of affluence to the power of living below your means, Aden and David share practical tips, real-life examples, and actionable strategies to help you build lasting financial independence.

• 3:00-7:00 Introduction to "The Millionaire Next Door" and its relevance
• 7:00-15:00 Key lessons from the book
• 15:00-25:00 Success behaviours of real millionaires
• 25:00-32:00 The quiet rich vs. the loud rich
• 32:00-38:00 Common financial mistakes
• 38:00-40:00 Takeaways, practical tips, and episode wrap-up

Read: The Millionaire Next Door

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.

Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career.

Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money.

• (00:00 - 03:00) Rakesh Shah's 18-year journey at Capital Partners
• (03:00 - 04:23) The Kenyan tea business
• (04:47 - 06:34) Helping clients transform their financial lives
• (06:34 - 08:30) A passion for retirement workshops
• (09:14 - 10:00) Becoming a shareholder at Capital Partners
• (10:00 - 11:12) Rakesh's money personality

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.

Award-winning wealth adviser, Kathryn Creasy shares her expertise and the motivation behind the recently released "Crisis to Confidence" white paper, offering practical financial and emotional guidance for women facing the prospect of life after divorce, separation or bereavement.

Discover real-life success stories, the importance of building a supportive team, and actionable steps to regain control and build a brighter future after a major life event.

Whether you’re experiencing change yourself or supporting someone who is, this episode provides valuable tools and inspiration to move forward with confidence.

• 0:00-1:06 Introduction
• 1:06-2:24 Wins of the Week
• 2:24-8:01 The “Crisis to Confidence” Project
• 8:01-12:11 The Three-Year Journey and Legal Foundations
• 12:11-17:21 Financial and Legal Considerations
• 17:21-19:22 Non-Financial Support and Building a Team
• 19:22-25:29 Success Stories and Client Transformation
• 25:29-27:21 Guidance and Resources for Listeners

Read Crisis to Confidence.

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.