What you'll learn
Learn to manage money, invest wisely, and plan for a secure future with our Finance & Investment Courses in Sydney!
- How to build a simple cash flow operating system that reduces stress and creates predictability
- How to pay yourself consistently (without “whatever’s left” decision-making)
- The practical basics of tax timing and what to track (general education — not advice)
- How to lift profit with simple pricing/margin discipline and a few key KPIs
- How to manage debt and risk across both business and personal finances
- How to build wealth inside the business and outside it (diversification + long-term planning)
- How to prepare for exit or retirement, even if you’re years away
Learning outcomes
By the end of the course, participants will be able to:
- Set up a weekly cash flow rhythm, buffer plan, and account structure that improves control
- Define and implement an “owner pay” system (salary/drawings approach) that matches lifestyle needs
- Identify the key tax provisions and timing checkpoints owners should plan for (general education)
- Establish basic profit targets and track a small set of KPIs to improve decision-making
- Make clearer decisions about debt, risk protection, and financial foundations
- Compare reinvesting back into the business vs investing outside the business using simple ROI logic
- Apply a straightforward framework for superannuation and retirement planning as a business owner
- Assess their “exit readiness” by understanding value drivers and reducing owner dependence
Course content
What will be covered in this course?
2 x full-day intensive (weekend format)
Day 1: Cash flow, profit, and the owner-pay system
Day 2: Tax basics (general), risk protection, investing inside/outside the business, and exit readiness
Intended audience
This course is ideal for:
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Small business owners and self-employed professionals (early stage through to established)
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Owners who want clearer financial control, smarter decision-making, and less stress
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People who are good at generating revenue, but want a simple system for:
- predictable cash flow and buffers
- paying themselves consistently
- understanding tax and structure basics (general education)
- building wealth inside and outside the business
- reducing risk and preparing for exit/retirement
Course materials
What to bring to class
- Notebook and pen or Laptop
- Calculator
Additional information
Please note the following:
- No prior financial knowledge required.
Great reasons to enrol in a short course with us
Small classes
A personal approach means quality learning, so you can enjoy plenty of interaction with your instructor and the chance to ask questions.
Short & sweet
Our short courses & workshops get straight to the point, providing the skills you need with minimal commitment of your precious time.
Facilities & equipment
Our range of venues suit every type of course, are easy to get to, and have the equipment and tech needed to support your learning.
Easy, secure enrolment
Enrol online 24/7 with a safe, convenient 3-step process, and you can change your mind up to 7 days before class starts.
Quality instructors
Our educators bring first-hand experience and knowledge, with up-to-the-minute practices from diverse industries.
Business or pleasure
Our courses help you rapidly increase your skills and knowledge, for professional development or personal interest.
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1,400+courses to choose from
99%customer support rating
This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join waitlist for Business Owner Financial & Profit Literacy Workshop
This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join waitlist for Business Owner Financial & Profit Literacy Workshop
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