Building True Financial Freedom for Business Owners

Many business owners overlook the importance of building a personal financial nest egg, assuming their business will be their main asset for retirement. But in reality, some end up with very little once they step away from the business. The key is to start planning for an exit strategy from day one.

This workshop provides a practical blueprint for business owners to build their own money-making machine, a financial system that works for them to achieve true freedom without relying solely on selling their business one day.

You'll learn how to:

Build a personal financial plan alongside your business growth

Create an exit strategy early, not at retirement

Maximise long-term wealth tools, including superannuation

Protect your hard-earned money from legal, financial, and personal risks

TARGET AUDIENCE

This workshop is perfect for business owners who want to take control of their personal finances, build long-term financial security, and achieve true freedom - without depending solely on the eventual sale of their business.

PRESENTERS

Helen Nan, Founder, Compound Freedom

Helen Nan is the founder of Compound Freedom and author of the finance book "Your Best Life”. Her book, published in 2020, shares practical strategies for building wealth and achieving financial freedom.

Helen has been a financial adviser since 2011, assisting numerous clients in realising their lifestyle goals and aspirations. She believes in tailoring her advice to each individual's unique circumstances, understanding that everyone has distinct aspirations when it comes to their finances. Helen’s articles, commentary, and book have garnered recognition and have been featured in various reputable publications such as AFR, Money Magazine, and Inside Network.

Helen has also created a range of online courses — both free and paid — to help individuals and business owners take control of their money, shift their mindset, and build lasting financial security.

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Host or Publisher Brisbane Business Hub