Business, Money & You: Building Profit, Personal Wealth, and Wellbeing

Most small business owners go into business to use their skills, time, energy, attention, and money (STEAM) to generate income, build security and create wealth —yet few are taught how to intentionally connect their personal financial goals with their business profitability.

This interactive workshop helps Parramatta small business owners understand the link between personal wealth, wellbeing and running a profitable, sustainable business. Combining business planning, personal financial planning, behavioral finance and money coaching, participants will work on their own numbers, values, and goals to translate lifestyle and wealth objectives into clear business profit targets. Expect practical tools, guided activities and plain English conversations designed to help your business genuinely support the life you want, now and into the future.

How this workshop benefits your business —and your life

This workshop helps small business owners to:

1. Understand how personal wealth, wellbeing and business profitability are interconnected

2. Clarify why you’re in business and what your business needs to generate to support your life

3. Translate personal income, wealth, and protection goals into realistic business profit targets

4. Make better money decisions by understanding behavior, biases, and business archetypes

5. Reduce financial stress by creating structure, clarity, and intentional money systems

6. Build a business that supports sustainability, choice and long-term wealth creation

What you’ll be doing, this is a working workshop

Participants won’t just listen —they’ll work on their own business and personal finances, including:

• Completing the Money Maven Money Quiz to uncover money behaviors and blind spots

• Identifying their Business Archetype and how it impacts money and decision‑making

• Working through the Business Model Canvas (Strategyzer) to clarify how value and profit are created

• Building or refining a personal budget that reflects real lifestyle needs

• Setting personal wealth creation and protection goals

• Translating those goals into business profit and income targets

You’ll leave with:

• Clear personal and business financial priorities

• Practical tools and templates you can keep using

• A clearer sense of control, confidence, and direction