Wealth Retreat

wealth retreat

Contemporary society illustrates what occurs when money is viewed only through a mundane lens rather than the sacred.

Rarely do financial literacy courses involve a holistic approach.

The wealth retreat is unique in that it combines principles of wealth with insights into the energy of money, money and relationships, the exploration of financial beliefs and core values.

You’ll explore the essentials of income earning, saving and investing from a cooperative perspective. Discover how to get started and how to avoid costly mistakes.

Personal finance classes are complemented by discussions with a financial coach and the creation of a plan to bring you financial freedom while expressing your higher self and creating more time for your social contribution.

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Wealth Retreats

Program Outline:

Day 1

Morning Session

Financial Wellbeing

The program begins with an exploration of the psychology of money, what wealth is and an exploration of your values and what role financial independence plays in bringing your life into greater alignment.


Mid Morning Session

Making Money

In order to build wealth you first have to create wealth. This session will explore the various options we have to make money as well as the taxation implications of each one. Many people fall into jobs and industries without ever considering whether they are well suited to their professions. With wealth creation being a lifelong endeavour it is vital to integrate who you are with the structure of your income earning.




Afternoon Session

Money Ideas

Money beliefs tend to be passed down through families. Whether it was their example or the attitudes they expressed toward money, your extended family has a strong influence over how you approach the financial element of life. Psychology has made great inroads into connecting relationship attachment theories and family upbringings. In this session you'll delve into money and family relationships and how they are impacting your current and future financial state.


Mid Afternoon Session


Cutting expenses is one of the pillars in financial education. You will learn the philosophy and mindset behind minimalism, frugality and simplicity, as well as practical tools such as an extensive budgeting plan. 


There is an optional waterfall walk for you to do at the end of the day. Exercise and time in nature allows you time to contemplate the days’ learnings.

Dinner (or the option for you to take in one of the local dining facilities)


There are a range of optional evening activities for you to enjoy, such as exploring some life story readings relating to financial themes, or enjoying a thought-provoking film or inspiring documentary.

Day 2


Morning Session

Investing Money

Having maximised your income and minimised your expenses, you’ll want to know the ins and outs of investing for beginners. This session which explore investing in shares vs property investment, other investment options and how to take into account taxation, your personal situation and other elements.


Mid Morning Session

Relationships and Money 

Money issues in marriage is one of the main reasons couples divorce. In this session on money and relationships, you’ll explore how to deal with money issues in a relationship, money imbalance in relationships and how to handle finances in a relationship. We will explore how determining the financial compatibility and values between you and a partner is one of the most important investments you can make.


Afternoon Session

Principles of Wealth

As quantum physics gains greater acceptance many people are recognising a relationship between money and the law of attraction. This session explores the energy of money or the spiritual meaning of money. If the principles of money management extend beyond the rational mind then it is worth considering what some hold as the universal laws of money.


Mid Afternoon Session

Money Plan

The wealth retreat concludes with you devising your financial independence plan. In this session of the finance course you’ll learn what is holistic financial planning and the importance of integrating your financial goals with personal goals and values. The fortunate few who attain financial independence, retire early, do so due to planning and amending their approach along the way.  

spiritual retreat nsw

Included in your package is an optional stand up paddleboarding session, mountain bike ride or bush walk at the end of day 1 of your program (weather permitting).

Cost: $590 for a 2 day program *$50 discount for a weekday retreat

Inclusions: Accommodation, meals, workbooks, counselling and activities. 

Location: Katoomba, Blue Mountains NSW

 the wealth retreat

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. It will give you the means for the satisfaction of your desires, but it will not provide you with desires.

― Ayn Rand


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The Wealth Retreat Reviews

  • Wealth Retreat Reviews

    Spending a day in the beautiful surrounds of nature with the guidance and support of Marcus was a truly inspiring experience. Marcus has a great passion for what he does which shines through in the way he encouraged me to discover and explore my own passion to find a more purposeful livelihood. Since spending time with Marcus I have already made the steps in my own journey to live a life that is worthy of the journey of life itself :-)- Anthony M

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