Wealth, well lived.
14–19 MAY 2027 · MONDRIAN GOLD COAST, BURLEIGH HEADS
Five days on the Gold Coast with Australia's leading property, tax, business and investment minds, and a room full of people who want more from their money and their life.
DATES
14–19 May 2027
VENUE
Mondrian Gold Coast
FORMAT
Welcome evening + 5 days
PLACES
Limited · by application
More than an event. Five days to grow your wealth and reset how you live.
THE EXPERIENCE
For 20 years, Wealth Retreat has brought together successful investors, business owners and professionals to learn the strategies, structures and networks that build lasting wealth. In 2027, we're adding something just as important: the mindset and wellbeing to enjoy it.
- Practical strategies to grow, structure and protect your wealth, from your next property to your business and share portfolio.
- A clearer, calmer mindset and habits that help you perform at your best.
- A network of like-minded people at every stage of the wealth journey.
- Access to our trusted contacts, built over two decades.
WHAT YOU'LL LEARN
Six pillars of a well-built life
Every session connects back to one of these. Together, they cover how wealth is built, protected and enjoyed.
Grow and future-proof your portfolio with the research behind Metropole's investment approach.
Property
Set up the right structures to protect your assets, plan your estate and look after the next generation.
Tax, structures & asset protection
Build a business that runs without you, with frameworks from leading business coaches.
Business growth
Look beyond property to build a balanced portfolio across asset classes.
Shares & investing
Think more clearly, decide with confidence and stay accountable to the goals that matter.
Mindset & performance
Morning movement, recovery and time to recharge, because your energy drives everything else.
Wellbeing & balance
WHO IT'S FOR
Wherever you are on your wealth journey
Wealth Retreat brings together two kinds of people, and the room is better for having both.
You already invest or run a business and want to scale faster, with the right structures in place from the start.
You want mentors and peers who've done it before, and a plan you can act on the week you get home.
BUILDING
Wherever you are on your wealth journey
You're thinking about tax, retirement, succession and passing wealth on to the next generation.
You want independent advice, fresh ideas and time to step back and enjoy what you've built.
PROTECTING
You've built wealth and want it to last
THE PROGRAM
Five days, one journey
Five days of expert-led sessions, time to recharge and conversations that carry on over dinner. The full program and speaker line-up will be announced soon.
FRIDAY 14 MAY
Arrive
Arrive & welcome
Check in from the afternoon, settle into your room and meet everyone at our welcome drinks before the program begins.
SATURDAY 15 – TUESDAY 18 MAY
Days 1–4
Learn, connect, recharge
Each day brings a new theme, with sessions from leading experts, time to recharge and evenings together with the group.
WHAT WE COVER
- Property investment and market insights
- Finance and borrowing strategy
- Tax, structures and asset protection
- Business growth
- Shares and investing beyond property
- Mindset, wellbeing and performance
WEDNESDAY 19 MAY
Day 5
Your action plan
Bring it all together and leave with a clear plan you can start on straight away.
Full program, speakers and evening events to be announced. More information to come.
SPEAKERS & MENTORS
Learn from people who've done it
Australia's leading property, tax, business and wellbeing experts, with time set aside to talk to them one-on-one. More speakers to be announced.
THE VENUE
Mondrian Gold Coast, Burleigh Heads
A short walk from Burleigh Beach, with a spa and wellness centre, pool club and some of the Gold Coast's best dining, all in one place.
5 nights, Friday to Wednesday
Accommodation
All meals and drinks at group events
Meals & drinks
About 17 minutes from Gold Coast Airport
Getting there
EVENINGS AT THE BAR
LOCAL, SEASONAL DINING
STEPS FROM BURLEIGH BEACH
FROM PAST RETREATS
Twenty years of conversations that change things
Since 2007, investors, business owners and professionals have learned, debated and built lasting friendships at Wealth Retreat.
THE WEALTH RETREAT COMMUNITY
A FULL ROOM, EVERY SESSION
SMALL-GROUP WORKSHOPS
LEARNING SIDE BY SIDE
IN THEIR WORDS
“
We don't just learn how to have a successful business, but how to have a successful, balanced life.
Steven
Second-time delegate
“
It's so great to be surrounded by mentors who are experts in their field and want to share their knowledge.
Gillian Erskine
Seasoned property investor, QLD
SECURE YOUR PLACE
Three simple steps
Places are limited so we can keep the room small and the conversations meaningful.
Tell us a little about yourself, your goals and why you'd like to attend.
01
Apply online
Our Wealth Retreat strategists will call you for a short chat about your goals and whether the retreat is the right fit.
02
Talk to a strategist
Once you're accepted, secure your place and we'll take care of the rest.
03
Confirm your place
FAQS
Good to know
Can't find your answer? Your retreat team is here to help with bookings, travel, dietary needs and anything on the day.
Five nights' accommodation at Mondrian Gold Coast (Friday to Wednesday), all meals and drinks while you're with the group, all sessions and presentations, wellness activities, Friday welcome drinks and networking events. Once you arrive, everything is taken care of, so you can focus on learning, connecting and enjoying the experience.
What's included in the price?
Flights, airport transfers, extra nights, and meals or drinks outside group events. Personal expenses such as room service, minibar and spa treatments are also at your own cost.
What's not included?
Packages start from $10,000. After you apply, your strategist will talk you through the attendance packages and help you choose the best fit.
How much does it cost?
Absolutely. We love having couples at Wealth Retreat, especially when you're working towards shared financial and lifestyle goals. Partners can join the full program at a discounted rate, or stay with you and join selected inclusions without attending the sessions. Your strategist can talk you through the options.
Can I bring my partner?
To confirm eligibility wording
Do I need to be an experienced investor?
Arrive on Friday 14 May 2027. Check-in opens in the afternoon, and we'll host optional welcome drinks by the pool that evening. It's a relaxed way to meet other delegates, the speakers and our team before the program starts on Saturday morning.
When should I arrive?
Mondrian Gold Coast is at 3 First Avenue, Burleigh Heads. It's about 15–20 minutes' drive from Gold Coast Airport (taxis, rideshare and private transfers are available) and about an hour from Brisbane Airport, depending on traffic. Confirmed delegates will receive full travel and arrival details closer to the retreat.
How do I get there?
Event Manager, Wealth Retreat
Kasey Coleborn
Capability & Culture Lead, Metropole
Sam De La Cruz
[email protected]
1300 13 20 20
WEALTH RETREAT 2027
Will you be in the room?
14–19 May 2027 · Mondrian Gold Coast.
Applications are open and places are limited.
Wealth Retreat is conducted by Metropole Education Services Pty Ltd. Enquiries: [email protected] or 1300 13 20 20.
Any superannuation information is provided under Patron Financial Advice AFSL 307379.
© 2027 Metropole Property Strategists. Privacy & terms
Website crafted by GridConcepts
Wealth Retreat is conducted by Metropole Education Services Pty Ltd. Enquiries: [email protected] or 1300 13 20 20.
Any superannuation information is provided under Patron Financial Advice AFSL 307379.
© 2027 Metropole Property Strategists. Privacy & terms
SPEAKERS & MENTORS
Learn from people who've done it
Australia's leading property, tax, business and wellbeing experts, with time set aside to talk to them one-on-one. More speakers to be announced.
CEO, Metropole
BUSINESS GROWTH
A highly regarded business coach to some of Australia's leading entrepreneurs, Mark is the CEO of Metropole and a director of Mastermind Business Accelerator, where he helps business owners lift performance, scale with confidence and achieve sustainable growth.
At Wealth Retreat, he will challenge and inspire you to take your business to the next level.
Mark Creedon
National Director, Metropole
PROPERTY
Brett brings more than 20 years of property investment experience to Wealth Retreat. With a background in economics and finance, and a portfolio of his own, he understands how property can be used to build, protect and grow wealth over the long term.
As host of The Market Room and a recognised property market commentator, Brett has spent years analysing Australian property markets. At Wealth Retreat, he'll help you cut through the noise on property cycles and market trends, see where the opportunities are, and make better-informed investment decisions.
Brett Warren
National Director, Constructions
PROPERTY
A highly experienced property developer with over 30 years in the industry, Greg has built, developed and renovated more than 1,000 homes across Melbourne and Brisbane.
In his session, he outlines the advanced strategy of property development that lets sophisticated investors manufacture their own capital growth and rental returns.
Greg Hankinson
Director, Mastermind Business Accelerator
MINDSET
With over 20 years' experience in team building, training and leadership, Caroline supports business owners to gain clarity, stay accountable and overcome roadblocks as they pursue their goals.
As a Director of Mastermind Business Accelerator, she helps members earn more while working less by building focus, momentum and a strong, supportive business community.
Caroline Creedon
Property finance specialist
FINANCE
A seasoned property finance specialist with 25 years' experience, Dorian shares the advanced lending structures and strategic borrowing techniques investors need to keep growing their portfolios in a challenging credit landscape.
Dorian Traill
Founder, Metropole
GUEST SPEAKER
Widely regarded as Australia's leading expert in wealth creation through property, Michael is a highly successful property developer and investor. He was recently voted one of Australia's Top 50 Most Influential Thought Leaders.