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Bonus | Waltzing into Wealth | Meet Damon Sugden

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By Hayley Boneham Podcast | The Purposeful Investor

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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