LANZAROTE Ultimate Wealth Retreat

Join me and a handful of other INCREDIBLE women as we spend 4 sun-filled days looking at your Wealth Strategy for 2024 and beyond in a beautiful villa on the Island of Lanzarote.

The learning

️ 4 days of wealth workshops and 1-2-1 sessions covering:

How to CREATE tax-free retirement income of £50-60k a year (or more)

️ How to ELIMINATE personal tax bills FOREVER in as little as 6 years (often less)

How to CHOOSE the best tax wrapper for your ASSETS

Putting things in TRUST - Why or why not? IS it still worthwhile in 2024?

Mapping out the NEXT step of your wealth journey - 1:1 with Claire

Finding the money to finance your DREAM - boosting PROFIT in your business with one click...

PLUS there's plenty of time to implement, reflect and chill out in the sunshine - connecting with other amazing female entrepreneurs and wealth builders!

This is NOT one of these training events where your days are crammed with learning and you go home exhausted and overwhelmed with a massive to do list, which then sits in a drawer.

Each participant will receive a 30 mins 1-2-1 prior to the retreat to chat about objectives, plus a 1 hour session during the retreat to enable them to tailor the knowledge to their own circumstances.

There will be Hot-seats and Q&A sessions available and drop in 'ask me anything' time so you need never get stuck with moving forward!

A follow up 1-2-1 session is available at a supplementary cost (add to checkout below)

The Living arrangements

️ 5 nights accommodation

️Private chef making lunch and dinner each day

️ All meals & soft drinks included (you can bring or buy alcohol if you want, or not if that's not your thing!)

The Villa has 4 double rooms (for single occupancy) plus 2 twin rooms (which can either be used as single occupancy or shared with a friend) - so there will be between 6-8 participants for this retreat, depending on whether people opt to share.

If you would like a space in a twin room, and like us to partner you with another participant, please let us know

️Breakfast will be buffet-style - help yourself

️ Lunch and dinner will be provided by private chef or at a local restaurant.

️ Tea, coffee, bottled water and a election of soft drinks will be provided, you are welcome to bring your own alcohol or purchase in the local supermarket.

️ Please let us know of any dietary requirements due to allergy, religious or cultural observations and we will do our best to accommodate your needs.

The EXTRAS

️ VIP goodie bag (it's wouldn't be a decent retreat without one...)

️

Group excursion (some R&R and time to spend getting to know people)

️

Networking, connections and relationship building as a small, focused group.

️

Professional photographer (option to book own branding photos at a bonus rate)

️

Correctly structured with insurances / regulatory bodies and travel protection for your benefit

The Timings ️

Arrive afternoon of Friday 7th June to settle in before informal food and welcome evening ️

Sessions and activities run Saturday / Sunday / Monday / Tuesday ️

Leave villa morning of Wednesday 12th (option to leave Tuesday evening if flight times better)

Additional Costs

This is not one of those events that has lots of hidden costs, or things that bump up your bill.

You just need to arrange:

Your own return flights or travel to Lanzarote (plus transfers to and from the airport)

Your own travel insurance

Your own alcohol (if wanted)

There is likely to be the option for you to purchase 1-2-1 time with the photographer if you'd like to get your own photographs done - but this will be first come, first served and limited to the time available.

We will try to connect people arriving at the airport at similar times so that you can share taxis to the villa (a 10 min journey) or there is an airport shuttle bus!

What will I LEARN on this retreat?
The agenda isn't finalised yet, but we'll definitely be covering:

Wealth creation.
Investment strategies & portfolio management,
Wealth protection & estate planning,
business growth & profit boosting
plus some stuff on mindset .

Potentially debt vs leverage, property portfolios and modern retirement...
depends on who is joining us and the needs of the group.

You'll leave with a personalised wealth plan (from our 1-2-1 sessions) and have already started to implement what you've learned.

There will be time for questions and adjustments to the sessions as the retreat evolves... essentially we'll be following framework rather than a fixed agenda.
Do I need to be EARNING at a particular level to take part?
No. This retreat is open to employees and business owners at any stage of their financial journey - the concepts are universal and will enable those earlier in their journey to create the systems and structures to grow a profitable business, which allows them to create surplus income to invest for their future.

It is IDEALLY suited to those who have already been in business a couple of years and have a product suite that they love to sell, rather than those who are right at the beginning of their journey -

OR for employed managers, executives and those planning an exit from the corporate world.
How much TIME do I get with you?
I'm going to be hosting and facilitating the whole 4 day experience, which will be a mixture of small group training, Q&A and 1-2-1 sessions.

This is not one of those things that you sign up for to find it is primarily hosted by 'associate coaches' and the headline speaker pops up for a couple of hours!!

All sessions are optional (you're a grown up and this is not school)

You'll get a 30 mins 1-2-1 session with me before the retreat to ensure you're prepared and a 60 mins 1-2-1 on one of the four retreat days.
How CURRENT are the strategies / information provided?
As a FCA regulated financial adviser, I have to complete Continuing Professional Development (CPD) every year and have my practice audited annually - which means that you KNOW that there is professional backing to the knowledge that I have.

Having been in finance for more than 15 years and having life experience of having built a multi-six figure business from the ground up, buying my dream home, being married 3 times (divorced twice), a single parent and suffering a bereavement means that I've seen most things...

and created strategies to create wealth for a MASSIVE range of clients...

don't worry about what you have or have not done in your (financial) life... you cannot shock me!
What about getting Financial Advice?
This retreat provides money coaching, strategy and mentorship only.

Towards the end of the retreat I'll be discussing ways that we can continue to work together including Regulated Financial Advice.

If you would like to chat about me becoming your financial adviser before then, please send me a message and we can chat about options.
What do I need to BRING with me?
Suitable clothing, swimwear & sunscreen.

Pens and paper /workbooks will be provided, but you're welcome to bring a tablet / laptop if you like.

It is useful to have a clear position of your current financial situation beforehand and to bring with you any statements, accounts or financial info that you'd like me to look at.
Is there WIFI ?
Yes, and No.

The Villa has WiFi included, but it may not be of the speed that you are used to at home, and being an island does tend to drop out from time to time.

As a retreat, the idea is to be focused on the task at hand, and your own relaxation and as such none of our activities will be reliant on internet use.
Which PAYMENT methods do you accept?
We accept credit / debit cards (via Stripe), Paypal,

If you would prefer to pay by direct BACS bank transfer then please let us know and we can provide payment details.

If you would prefer an INVOICE / Payment plan in US Dollars please let us know and we can set this up for you.

The payment will be handled on our behalf by the team at re-treat-yourself-ltd so that we are fully protected by their insurance and are fully compliant with 'seller of travel' regulations
Can my BUSINESS pay for the retreat?
YES - this retreat (and the necessary travel costs / insurances) can be paid for by your business as 'training and development'.

You will receive an invoice by email which can be provided to your accountant.

Contact information

Your name

Your first name

Your last name

Your email address

Your business name

Phone no.

Billing address

Your street address

Your city

ZIP

State/region

ZIP

I have the following dietary requirements

I agree to the terms and conditions

Yes, please send me marketing emails!

It is the customer’s responsibility to check the reservation and ensure that the particulars contained therein are correct.

If choosing payment plan option and the balance is not received by the due date, we reserve the right to cancel the reservation and retain a 25% administration fee.

In the event of cancellation by the customer, regardless of the circumstances, the following refund fees apply. In all cases we will retain a non refundable deposit of £350.

Cancellation 6 weeks or less before due arrival date, 0% refund

Cancellation 7 to 11 weeks before due arrival date, 25% refund

Cancellation 12 to 16 weeks before due arrival date, 50% refund

Cancellation more than 16 weeks before due arrival date, 75% refund

If an outbreak of Coronavirus either in the destination or here in the UK prevents us from travelling then we will look to book an alternative destination and transfer your booking. If that is not possible then you will receive a refund of monies paid with the exception of the £350 non-refundable deposit.

You will be required to deal directly with your airline with regards to a refund of your flight.
Should you choose to cancel because of Coronavirus but the retreat is still able to go ahead then you will be subject to the standard cancellation terms in the T&C’s above.

Due to situations beyond our control, we reserve the right to change bookings and shall inform the customer as soon as possible. Alternative arrangements may be offered but we do not accept responsibility for any costs incurred, including airfare.

We are not held liable for any flight costs.

It is your own responsibility to obtain the correct visa for the destination.

The customer shall not use the property except for permitted use and shall not use the property for any offensive, noisy, dangerous, illegal, entertainment, immoral or improper purposes. The customer shall not do anything which may be a nuisance or annoyance.

The customer shall keep all retreat fixtures, fittings, furniture and effects in a clean and good condition and shall replace any articles which are destroyed or missing with articles of a similar kind and of equal value.

We reserve the right at its sole discretion to terminate use of the property or any of its facilities by the customer in the event of any breach of these terms and conditions. The customer will be required to vacate the property and we shall not refund payment or accept any consequential liability damages or loss.

We retain all copyright licence rights and sole exclusive ownership of the information, photographs and material. The material may not be modified, copied or used in any other way.

It is the customer’s responsibility to ensure that he/she has all the relevant travel documentation and arrives at the airport in time.

We can accept no responsibility for delay or cancellation of any flights, train, buses or other forms of transport.

We reserve the right to alter any facility, accommodation or activity.

In the event that the customer decides to downgrade their accommodation after monies have been paid, the customer will not be entitled to any refund. If the customer wishes to upgrade the new price will apply.

The customer must comply fully with all and any health and safety regulations introduced by us. Customers who have injuries or illnesses are advised to seek doctor’s advice if taking part in exercise. We are not liable for any injuries to the customer in his/her use of our facilities or participation in activities.

We cannot accept any responsibility for loss or damage of personal possessions or valuables of the customer.

In the event of a customer having any complaint then he/she will not discuss this with any third party and shall notify us as soon as possible.

We shall not be liable for any failures beyond its control. This covers natural disasters, war, ‘acts of God’, closure of airports, civil strife, accidents or failure to perform by third parties, including suppliers and subcontractors.

We accept no liability for loss, damage, injury or illnesses which may be received during the customers stay or travelling to and from Retreats.

We recommend that all customers have adequate travel, cancellation and medical insurance for the duration of the trip.

These terms and conditions shall be governed by English Law and the parties consent to the exclusive jurisdiction of the English courts in all matters regarding them.

This retreat will provide hints, strategies and guidance but no regulated financial advice

Photographs may be taken of the retreat and participants and used for our marketing and advertising - you are welcome to take your own photographs to use in your social media content, please tag Claire in the pictures :)

Details of the retreat and follow up material will be sent to you by email, you are welcome to unsubscribe at any time and we promise to never SPAM you!!

full details of our privacy policy can be found at https://peacetogether.co.uk/privacy-notice

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