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On-demand Content
Live Weekly Classes
9.2/10
★★★★★
Student Rating

Welcome to Windlestone Education

Finance Educationfor Investors

Dr Sam Wylie

A 10 week on-demand course for personal investors like you, who want empowerment & better investment outcomes

Enrol Now $1,600+GST / household Course Starts 7 May

Our Purpose

Empowering Your Investing

Our world-class investor education lifts the “fog of finance” and empowers investors to take control of their investing

Empowering

Your Financial Wellbeing

Practical case studies give you the tools, insight, knowledge and process to build your comprehensive investment strategy

Wellbeing

Preparing for Your Future

An investment strategy that you can adapt through time and changing circumstances, to ensure you are able to meet your life goals

Future

The Course in a Nutshell

100% On demand

Proceed at your own pace through the core content of the 10 Module – 20 hour course

Weekly Live Classes

Join Dr Sam’s weekly live classes or watch the recordings later

10 Steps

A 10-step, week-by-week, process to build your complete long-term investment strategy

In-depth Knowledge

The A-Z of wealth creation, and all the different investment options available

Intuitive not technical

The course is thorough and complete, but intuitive and not technical. There are no equations

1 on 1

A 1-on-1 meeting with Dr Sam to discuss your investment journey

World-Class Content

600 PowerPoint slides, financial calculators, the 10-Step Investor Workbook, and supplementary videos to go deeper

1 Year Enrolment

1 year of full access to the course for you and your household

Alumni Network

Join our alumni network and receive invites to webinars, events & new content alerts

Join Dr Sam’s Live Classes from 7–9pm AET
or watch the Recordings later

May 2026

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June 2026

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July 2026

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Enrol Now $1,600+GST / household Course Starts 7 May

Course Features

Strategy

Investment Strategy

Every part of building an investment strategy is covered: what to invest in (asset allocation), where to hold investments (family trusts, corporations, super, etc), tax planning, managing risk & implementing your strategy

Process

Investment Process

Achieve a fully developed investment process, underpinned by a strong set of guiding investment principles, and in-depth knowledge of all the key areas of investing and wealth creation. Your outcomes should be immediately implementable

Knowledge

Investment Knowledge

The A-Z of personal investing: investment markets (Australian shares, global shares, residential & commercial property, bonds, infrastructure, private equity, venture capital) and products (ETFs, managed funds, hybrid notes) are fully explained

10 Step

10 Step Examination

In 10 steps, week-by-week, you are guided through the development of the best long-term investment strategy for you and your family. And, crucially, how to implement your strategy and invest with confidence

Invest in your future today

Enrol Now

Optimize your Pathway to Wealth with
10 empowering modules

1 Introduction, Risk & Returns

11 items
Enrol Now
10 Step Investor WorkbookSlides
Module 1 slidesSlides
Introduction to FEIVideo
Investment Process Part 1Video
Investment Process Part 2Video
Returns & Sources of ValueVideo
Superannuation Part 1Video
Superannuation Part 2Video
Step 1: Your GoalsVideo
Structuring & Tax 1Video
Module 1 QuizQuiz

2 Stock Market Fundamentals

10 items
Enrol Now
Module 2 slidesSlides
Step 2: Risk SpectrumVideo
What are corporations?Video
ValuationVideo
Historical Returns to StocksVideo
Stock market ratiosVideo
DiversificationVideo
Dividend imputationVideo
Structuring & Tax 2: SMSFsVideo
Module 2 QuizQuiz

3 Family Trusts for Investing in Shares

8 items
Enrol Now
Module 3 SlidesSlides
Step 3 CalculatorTool
Step 3: Asset allocationVideo
Family Trusts Part 1Video
Family Trusts Part 2Video
Corporate BeneficiariesVideo
Deep Value and GrowthVideo
Structuring & Tax 3Video
Module 3 QuizQuiz

4 Implementing Stock Market Investment

9 items
Enrol Now
Module 4 SlidesSlides
Savings v Goals CalculatorTool
Step 4: Saving Enough? 1Video
Step 4: Saving Enough? 2Video
Financial PlannersVideo
Managed Funds Vs ETFsVideo
Corporate beneficiariesVideo
Deep value & growthSupp
Module 4 QuizQuiz

5 Residential Property and Negative Gearing

8 items
Enrol Now
Module 5 SlidesSlides
Step 5: Money flowVideo
Returns to PropertyVideo
Property Price OutlookVideo
Borrowing to InvestVideo
Negative GearingCase
Personal Income TaxVideo
Module 5 QuizQuiz

6 Residential Real Estate Examples

9 items
Enrol Now
Module 6 SlidesSlides
Negative Gearing SheetTool
Capital GainsVideo
Step 6: Holding Investments 1Video
Step 6: Holding Investments 2Video
Off-the-plan ApartmentCase
Apartment in Family TrustCase
Corp Income TaxVideo
Module 6 QuizQuiz

7 Commercial Real Estate

8 items
Enrol Now
Module 7 SlidesSlides
Step 7 CalculatorTool
Step 7: What to Invest In? 1Video
Step 7: What to Invest In? 2Video
Commercial Real EstateVideo
ImplementationVideo
Borrowing To InvestVideo
Module 7 QuizQuiz

8 Risk Management

7 items
Enrol Now
Module 8 SlidesSlides
Insurance Presentation 1Video
Insurance Presentation 2Video
Step 8: InsuranceVideo
Defensive AssetsVideo
Fixed And Floating RateVideo
Borrowing To Invest 2Video

9 Getting the Most from Financial Advisers

7 items
Enrol Now
Module 9 SlidesSlides
Minimizing FeesVideo
Financial Advice 1Video
Financial Advice 2Video
Step 9: Need Advice?Video
Corporate BondsVideo
From PAYG to PSBVideo

10 Implementing Your Strategy and Next Steps

7 items
Enrol Now
Module 10 SlidesSlides
Step 10: ImplementingVideo
Complexity & NegotiationVideo
Private Assets 1Video
Private Assets 2Video
Course CompletionVideo
Wills and EstatesVideo
Enrol Now $1,600+GST / household Course Starts 7 May

Dr Sam Wylie

Over 25 years’ experience educating MBA students, senior executives, investors, and business leaders in finance, investing, and wealth management.

As a Principal Fellow of Melbourne Business School, Sam has received a record 12 student-voted “Best Teacher” awards for his ability to make complex finance topics practical and easy to understand.

He consults to top financial institutions, corporations, and family offices, providing real-world insights into wealth strategy, risk, and financial management.

Sam’s teaching delivers practical, high-impact education that helps executives improve both their personal wealth management and business performance.

With deep knowledge and an engaging style, he can help your staff cut through the fog of finance, gain confidence in investing, and build strategies to optimise long-term wealth.

Sam Wylie
25+ Years experience
10k+ Students taught
12 Teaching awards
150+ MBA courses
UWA
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UM
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The Best Investment you'll ever make

$1,600 + GST
per household
What's included?
10 live classes and all content on-demand, proceed at your own pace
600 PowerPoint slides, financial calculators, the 10-Step Investor Workbook, and supplementary videos to go deeper
1 year full access to the course content and live Q&A sessions
1-on-1 discussion with Dr Sam
Enrol Now *Terms and Conditions apply

Hear What Our Students Say

Students' Story

Course Impact

Real Results

Elizabeth
The best part was the impartiality. It’s not advice – it’s education – so you can make those decisions for yourself with confidence.
Michael
If you’re looking for valuable, practical, and easy-to-follow education for personal investors, this is the course you should enrol in.
Danielle
Sam’s course is one of the best investments I ever made.
Jigar
I was amazed by how insightful and practical this course was. Sam has a remarkable gift for simplifying complex finance concepts.
Marc
This course gave me the confidence and tools to grow my wealth. This is a must do course to make informed investment decisions.
Michael
The course provides a structured and systematic way to approach investing. The changes I’ve made will benefit me immediately.

Try the First Week Free

Try the First Module Free, Choose with Confidence

Almost there!

Just one quick question before you access the course.

FAQs

How long does my enrolment last for?
You will have full access for a year from the date you enrolled, and will be able to access the course content and any of the live sessions over this period
Can I speak to Sam privately?
You have the option to speak to Sam one-to-one to discuss your investment journey. You’ll receive a Calendly link when you enrol
What happens if I miss a session?
All the course content (including live classes) is available for view on demand, so you never need worry about missing anything
Is there a course certificate?
A course completion certificate is available upon request once you have completed the course
Any more questions?
Please email Tracey Jones, the co-ordinator, if you have any further questions, at [email protected] or call her on 0413 402 556

Get Started

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Enrol today and start your learning journey straight away

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