How to Invest as a Business Owner

Do you struggle to see how financially you can invest and run a business?  Then come along to this practical workshop!

Being held in Brisbane on Tuesday 14 October 2025 from 9:30am to 12:30pm.

YES PLEASE!

This workshop starts in...

00

DAYS

00

HOURS

00

MINS

00

SECS

You’ve built a business you’re proud of.

But here’s the truth many women business owners don’t realise:
Your business is not your wealth—it’s the income generator that fuels your personal wealth.

Too often, women entrepreneurs rely solely on their businesses as their “retirement plan.” But what happens when you want to step back, sell, or slow down? Without the right investment strategy, you may find your financial future tied too tightly to your business.

That’s why we’ve created this practical 3-hour workshop—designed to give you the knowledge, tools, and confidence to invest as a business owner.

You’ll walk away knowing how to turn your business success into long-term wealth and freedom.

What you will learn:

In this workshop, led by an Accountant, a Finance Broker, and a Money Mentor, we’ll guide you through the essentials every businesswoman needs to know:

  • The Business vs. Wealth Divide
    Why your business should be your income generator, not your only wealth vehicle.

  • Smart Investment Options for Business Owners
    Understand property, shares, superannuation, and other investment strategies—through the lens of being a business owner.

  • Cashflow Meets Wealth
    Learn how to translate your business profits into sustainable personal wealth.

  • Financing Your Future
    What lenders and finance brokers look for when you want to invest as a business owner (and how to set yourself up for success).

  • Tax and Structuring Considerations
    How to avoid common traps and structure your investments for both protection and growth.

  • Your Personal Investment Roadmap
    Walk away with a clear action plan you can start implementing immediately.

This workshop is for you if you:

  • know you “should be investing” but feel unsure where to start.

  • see your business as your main wealth vehicle and want to change that.

  • want to build financial independence and future security—without burning out.

  • are ready to make confident, informed investment decisions.

By the end of this 3-hour workshop, you’ll:

✅ Understand how to separate your business finances from your personal wealth strategy.

✅ Know the key steps to begin (or refine) your investing journey.

✅ Have clarity on what’s possible for you, as a business owner, beyond just running your business.

✅ Leave with an actionable plan tailored to your goals.

This is not theory. It’s a practical, collaborative, and women-focused workshop to set you up for lasting success.

Event Details

📅 Date: Tuesday 14 October
🕘 Time: 9:30am to 12:30pm (You can arrive from 9:00am and do some pre-workshop networking)
📍 Location: Newstead Studios, 22 Ross Street, Newstead (Brisbane).
💲 Investment: $149 Early Bird (Price increase to $169 from 1 October)

 You will also receive a workbook to take notes and bring home information (so you can focus and not have to take too many notes).

SIGN ME UP!

What is the Investment?

$149

Early Bird Price ends 30 September!

  • Workshop - lead by 3 finance and money specialists (Nicola Bennett, Cassie Dittman and Alpha Schulte) where you will walk away being clear on what you need to know about investing and growing wealth as a small business owner.
  • Workbook - information and a space to take notes and capture any actions you need to take.
  • Morning Tea - dietary requirements can be catered for, so long as you let us know early enough.
SIGN ME UP!

Nicola Bennett

A Chartered Accountant with over 15 years' experience, and a passion for helping small businesses to not only meet their compliance requirements but also to teach them about what is happening in their business and how to reach their goals.  Nicola believes in working alongside her clients, and making sure they understand what is going on in their business.

Cassie Dittman

As a highly qualified Finance Broker with 16 years' experience working within the Big Four Banks, Cassie founded Grow Well Financial to help empower women to take control of their finances and feel less overwhelmed about taking control of the financing side of their life. She has a passion for helping her clients achieve their goals and build a strong ongoing relationship.

Alpha Schulte

An ex-corporate tax accountant who now helps business owners unblock their money mindset and set up a money management system so they can build wealth and live the lifestyle they actually want.  Alpha works with her clients to help them become self-empowered financially and have a tangible understanding of the future impact of their current financial decisions.