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Tax Planning Retreat 

Get Clever For EOFY 

Make money feel fun again
Learn clever ways to grow it
Leave with a plan you'll use

This is your space to step out of the day-to-day and get clever with your money. Think clarity, momentum and that calm feeling of knowing you’re on top of it.

Together, we’ll map your cashflow, clean up the messy bits and set you up with a simple plan that helps your money grow and supports the life and impact you want to create.

Yes, you’ll get practical tax strategies. And the real win is knowing exactly where you stand before EOFY, with a plan you can actually follow.

RESERVE MY SEAT

Limited seats. Laptop required.
Details sent after booking.

Tax Planning Retreat 

Get Clever For EOFY

Make money feel fun again
Learn clever ways to grow it
Leave with a plan you'll use

This is your space to step out of the day-to-day and get clever with your money. Think clarity, momentum and that calm feeling of knowing you’re on top of it.

Together, we’ll map your cashflow, clean up the messy bits and set you up with a simple plan that helps your money grow and supports the life and impact you want to create.

Yes, you’ll get practical tax strategies. And the real win is knowing exactly where you stand before EOFY, with a plan you can actually follow.

RESERVE MY SEAT

Limited seats. Laptop required.
Details sent after booking.

Clever Cashflow

More Choice

EOFY Ready

You're not lazy. You're not careless. You're just busy. 

You've built a business, you’re juggling a lot and money is the thing that feels heavier than it should.

It’s not the numbers, it’s the mental load. That constant “I really need to deal with this” sitting in the background.

Here’s what I want you to know: money can be fun when you know what to look at. And there are plenty of clever ways to make it work harder for you.

If any of this sounds familiar… .

  • You avoid your reports because you don’t want to feel behind
     
  • Your accountant says your profitable ... but you don't feel it in your bank account
     
  • You’re making money but it doesn’t feel stable

  • You’re not sure what to set aside for tax, so you just hope it’s fine

  • You feel embarrassed you don’t “get it” yet

  • You keep dipping into savings
     
  • And even hearing ATO or Tax Office makes you cringe because you're bracing for what's coming

You don't need more pressure.

You need a simple system and a clear plan that increases cashflow and gives you more choice.

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You'll leave with... 

 A clear plan, real clarity, and that lighter feeling that comes from getting this handled in a beautiful space, surrounded by amazing women who are doing the same.

You’ll leave knowing exactly where you stand before EOFY, with a plan you’ll actually follow. No more guessing. No more bracing. Just calm, clear next steps.

  • A clear estimate of your business profit and tax position
  • Clarity on where your profit actually went this year (and what to change)
  • Practical, legal options to be smarter with your money and minimise tax
  • A simple plan for tax, cashflow and what to do next

This isn’t a fluffy day out and it’s not a lecture either. It’s a working day in a beautiful location, with plenty of conversation, connection and fun.

In-person event. Laptop open.

We do it together, so you’re not figuring it out alone.

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Thank you. I couldn't have done this without your plan. I can breath easy now ~ Mel

Hi There! I'm Erin 

I’m an accountant with 30+ years of practical experience and I love helping successful business women get clever with money so it grows and creates more cashflow.

This retreat is where we make tax feel simple, not scary. We’ll look at your numbers together, get clear on your profit and tax position and leave you with an EOFY plan you’ll actually use.

And because doing this in a room with other brilliant women changes everything, you’ll walk out lighter, clearer and excited about what’s possible.

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Hi There! I'm Erin 

And I'm an accountant with 30+ years of practical experience. Here to help successful business women create financial stability. 

This retreat exists for one reason: so EOFY stops feeling completely unknown. We're going to look at your numbers, estimate your profit and tax position so you can head into EOFY feeling control!

There's no judgement, accounting jargon or money overwhelm. Just a clear plan you can actually do. 

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Important Information

Tax Planning Day 24 April 2026 |  Accommodation Option 23 - 25 April 2026

Key Sessions

 

How to read your financial statements 

Estimate your annual profit and tax position

Learn where your profit went - find the leaks, understand the story and make clean decisions

Schedule & Location

 
Time: 8am - 4:30pm

Location: Luxury beachside venue in Stockton NSW (details will be provided after purchase)

Catering: morning and afternoon tea, a delicious fully catered lunch plus tea and coffee 

What You'll Get

 
A complete retreat workbook to take home (everything in one place)

A tax estimate calculator

Time throughout the day for questions, support and real conversation

A room full of like-minded women, great energy and a fresh perspective

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What They're Saying

Walking into the day I felt overwhelmed… coming out I had clarity, a 90 day plan and a focus point. I felt so at ease in the group.  ~ Rianna

Erin delivered with such authenticity and vibrancy I can't wait to hear more from her ~ Kylie

I have proper systems and processes in place, have a budget. I've increased my sales, profit and cashflow beyond my expectations ~ Jodie

Erin's work shops are incredible. I'm forever grateful I found her. She was able to guide me and help me see the bigger picture. Being able to set financial goals and see that they are achievable has been massive for me. Erin is so knowledgeable and was really able to personalise her service ~ Nicola

What's The Investment 

Choose your experience. Same clever-money day, two ways to do it.

Tax Planning Day Only (24 April 2026)

$497

  • A luxury beach side location in Stockton NSW
  • All catering included (morning tea, lunch, afternoon tea, tea + coffee)
  • Workbook + tax estimate calculator 
  • Interactive working session + Q&A 

Capacity: 8 women 

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Stay Over + Tax Planning (23 - 25 April 2026)

$1397

  • Tax planning day - all inclusions
  • 2 nights accommodation 
  • Dinner out in Newcastle 

Only 3 stay-over spots available

1 double room + 2 single beds in another room


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