Finance Retreat
Wealth retreats are suitable for:
Finding a fresh perspective on money so you can make decisions based on your values, lifestyle and goals rather than a week-to-week approach
Reducing the stress and anxiety surrounding surviving to build greater hope of finding work/life balance and the ability to pursue one’s passions and purpose
Creating a plan for financial stability as to enhance current wellbeing and cultivate future aspirations
Making the mindset switch from working for money; to have your money working for you
Understanding energetic principles that apply to money and working through family and cultural patterns which inhibit financial freedom
Those who find mainstream approaches to finances dry and overly materialistic, leaving out the emotional, psychological and spiritual aspects to money
Embrace Financial Freedom
Money Mindset Workshop
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The Surrounds
Work inside or take time outside in the elements to soak in birdsong and nature
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The Space
A tranquil, restful space with bushland views and access to starry skies
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Local Walks
Chase waterfalls after dark on a local spectacular floodlit night walk in Katoomba
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Local Waterfalls
Our retreat centre is within walking distance of healing Mini Ha Ha waterfall
Personal Finance Workshop
Testimonials
Marcus helped me redirect my energy and focus with plenty of inspiration, curiosity and plenty to think about. Most importantly, his holistic approach helped to ease some anxiety about my path and choices up to this day, with a clearer understanding of where I am heading. Thank you for your insights, knowledge and generosity!
- Mani C
Spending a couple of days 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
Financial Freedom Workshop
Program Outline
Day One
Morning Sessions 9:30am - 12:30pm
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.
Lunch 12:30pm
Afternoon Sessions 1:00pm - 4:00pm
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
Budgeting
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.
Waterfall Walk (Optional) 4:00 - 6:00pm
Should the weather and your energy levels be accomodating, you can use this time to take in a nearby bushwalk to our local waterfall.
Alternatively, you might indulge in some art activities or enjoy one of the more physical activities we host (mountain biking / stand up paddleboarding).
Dinner 6:30 - 7:30pm
Enjoy a home cooked, organic meal or travel out to try one of Katoomba’s local dining facilities.
Evening (Optional) 7:30pm onwards
There are a range of optional evening activities for you to enjoy, such as listening to or reading poetry, life stories, or enjoying a thought-provoking film or inspiring documentary. Other options include self-guided meditation and yoga.
Day Two
Breakfast 8:30am
Enjoy a homemade breakfast, tea or coffee on the verandah whilst the kookaburras and other local birds sing.
Morning Sessions 9:30am - 12:30pm
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.
Lunch 12:30pm
Afternoon Sessions 1:30pm - 4:00pm
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.
Cost: $590 for our 2 day wealth programs. $50 off for a weekday program.
$850 for a 3 day, deeper dive.
Inclusions: Our retreats include accommodation, meals, workbooks, counselling and activities.
Optional session of bibliotherapy. Learn more about our bibliotherapy service.
Location: Katoomba, Blue Mountains NSW.
Your Facilitator
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Marcus’s career began in banking and stockbroking. His accounting studies complemented his interest in the world of finance.
His career path shifted after stumbling upon a book by Jim Styne’s which spoke of the individuation journey known as The Hero’s Journey.
He recognised that working as a public servant for the taxation office was probably not living out his highest potential.
His higher education in teaching was complemented by his time working in employment services, recruitment, outdoor education and the TAFE always with a view to helping people discover and develop more authentic vocational paths.
Finding the courage to walk an alternative career path - one fraught with self-doubt and other obstacles - began a journey that led to his current focuses, A Different Drummer - Career Counselling, Polaris - Soul Blueprints & and Writes of Passage Retreats - Personal Development Retreats.
After running a wide variety of workshops in Australia and overseas he launched his retreat initiative in the belief that contemplation, nature, carefully curated ideas and guidance from someone who has been through the ordeals of the hero’s journey, is the ideal means for people to look at life with greater possibility and unearth their own dormant potentiality.
He combines his understanding of money matters, the importance of vocation and self-understanding to help people find greater integration between who they are and there place in the world.
Coming Into Right Relationship with Money
The wealth of a soul is measured by how much it can feel
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.
Our 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.
“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
Blue Mountains Retreats
“Great things are done when people and mountains meet;
this is not done by jostling in the street.”
- William Blake
Take in a local stargazing tour at night
Rejuvenate in the Blue Mountains natural wonders
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