Reserve your seat at the tax planning retreat and leave knowing your profit, estimated tax position and exactly what to do next. 

At this retreat you'll 

• estimate your business annual profit and tax position

• understand where your profit went this year

• learn practical (legal) ways to minimise tax where possible

• leave with a simple tax + cashflow plan you can actually maintain

• get your questions answered in the room, with women who get it

• Accommodation in a luxury beachside venue 23 and 24 April 2026 
• All meals from dinner 23 April to breakfast 25 April (including dinner in Newcastle 24 April)

** NOTE: There is 1 double room + 2 single beds in another room ** 

In-person. Laptop open. We do it together.

Why Work With Me?

I'm more than just a money coach - I'm a qualified accountant with 30+ years of practical experience helping women business owners achieve financial clarity, independence, confidence and stability. I have a unique approach which blends practical money management with mindset work, emotional regulation and values-based goal setting.

I help women become their most confident self in their work, money, and play. With my guidance and support, you’ll transform your relationship with money, unlock your full potential and ultimately live a life with confidence and purpose.

What You'll Experience

• Laptop Open Progress: This is a working day - not a lecture. You'll apply what you learn as we go. 
• EOFY Confidence: Estimate your profit and tax position so there aren't any surprises at EOFY. 
• Real World Tools: Workbook, tax estimate calculator and a simple process you can repeat every year. 
• A Room That Gets It: Smart, busy women doing the same thing, with supportive Q&A throughout. 

What Happens Next?

• Complete Your Secure Checkout - Your payment is processed safely and your information is protected.
• Welcome Email - Receive your welcome email with all the information you need including the address for our retreat. 
• Make Sure Your File Is Up To Date - Before the tax planning retreat day, you need to make sure your accounting file is up to date. We want to be working with up to date information.