Windlestone Education

Finance Educationfor Investors

Dr Sam Wylie

A 10-week live and on-demand course for personal investors who want empowerment, clarity, and better long-term investment outcomes.

Reserve Your PlaceCourse Starts 17 Sept 2026Invoice sent before course starts
Dr Sam Wylie presenting the Finance Education for Investors course
  • On-demand Content
  • Live Weekly Classes

Our Purpose

Empowering Your Investing

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

Investor education session focused on empowering personal investors

Your Financial Wellbeing

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

Personal finance planning materials for building financial 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.

Long-term investing education for preparing future life goals

The Course in a Nutshell

100% On Demand

Weekly Live Classes

10 Steps

In-depth Knowledge

Intuitive not technical

1 on 1

World-Class Content

1 Year Enrolment

Alumni Network

Optimize your Pathway to Wealth with10 empowering modules

1Module 1: Introduction & Investment Process
  1. 1

    10 Step Investor Workbook

  2. 2

    Module 1 slides

  3. 3

    Introduction to FEI

  4. 4

    Investment Process: What to invest in?

  5. 5

    Investment Process: Where to hold investments?

  6. 6

    Returns & Sources of Value

  7. 7

    Super: Accumulation, Retirement & Fund Types

  8. 8

    Super: Performance & Asset Allocation

  9. 9

    Step 1: Your Goals

  10. 10

    Structuring & Tax 1: Super Taxes and Contribution Limits

  11. 11

    Module 1 Quiz

2Module 2: Stock market fundamentals
  1. 1

    Module 2 slides

  2. 2

    Step 2: Risk Spectrum

  3. 3

    What are corporations?

  4. 4

    Valuation

  5. 5

    Historical Returns to Stocks

  6. 6

    Stock market ratios & Value vs Growth

  7. 7

    Diversification

  8. 8

    Dividend imputation

  9. 9

    Structuring & Tax 2: SMSFs

  10. 10

    Module 2 Quiz

3Module 3: Family Trusts for investing in shares
  1. 1

    Module 3 Slides

  2. 2

    Step 3_Calculator How much risk are you taking

  3. 3

    Step 3: Asset allocation and leverage

  4. 4

    Family Trusts Part 1

  5. 5

    Family Trusts Part 2

  6. 6

    Corporate Beneficiaries of Family Trusts

  7. 7

    Deep Value and Deep Growth

  8. 8

    Structuring & Tax 3: Family Trust Introduction

  9. 9

    Module 3 Quiz

4Module 4: Implementing stock market investment
  1. 1

    Module 4 Slides

  2. 2

    Savings v Goals calculator

  3. 3

    Step 4: Are You Saving Enough? Part 1.

  4. 4

    Step 4: Are You Saving Enough? Part 2.

  5. 5

    Financial Planners & Full Service Brokers

  6. 6

    Managed Funds Vs Exchange Traded Funds (ETFs)

  7. 7

    Supp: Deep value, deep growth and short selling

  8. 8

    Module 4 Quiz

5Module 5: Residential property and negative gearing
  1. 1

    Module 5 Slides

  2. 2

    Step 5: Where does the money go?

  3. 3

    Historical Returns to Residential Property

  4. 4

    Residential Property Price Outlook

  5. 5

    Borrowing to Invest

  6. 6

    Case Study 1: Negative Gearing

  7. 7

    Structuring & Tax: Personal Income Tax

  8. 8

    Module 5 Quiz

6Module 6: Residential real estate examples
  1. 1

    Module 6 Slides

  2. 2

    Negative Gearing Spreadsheet

  3. 3

    Delaying The Realization Of Capital Gains

  4. 4

    Step 6: Where will you hold your investments Part 1

  5. 5

    Step 6: Where Will You Hold Your Investments? Part 2

  6. 6

    Case Study Two: Off-the-plan Apartment

  7. 7

    Case Study Three: Apartment In A Family Trust

  8. 8

    Structuring & Tax: Corp Income Tax & Cap Gains Tax

  9. 9

    Module 6 Quiz

7Module 7: Commercial real estate
  1. 1

    Module 7 Slides

  2. 2

    Step 7_Calculator What investments will you hold?

  3. 3

    Step 7: What Will You Invest In? Part 1

  4. 4

    Step 7: What Will You Invest In? Part 2

  5. 5

    Historical Returns to Commercial Real Estate

  6. 6

    Implementation of Commercial Real Estate

  7. 7

    Structuring & Tax: Borrowing To Invest 1

  8. 8

    Module 7 Quiz

8Module 8: Risk management
  1. 1

    Module 8 Slides

  2. 2

    Insurance Presentation Part 1

  3. 3

    Insurance Presentation Part 2

  4. 4

    Step 8: Do you Have The Right Insurance?

  5. 5

    Defensive Assets Cash And Bank Bonds

  6. 6

    Fixed And Floating Rate Bonds

  7. 7

    Structuring & Tax: Borrowing To Invest 2

9Module 9: Getting the most from financial adviser(s)
  1. 1

    Module 9 Slides

  2. 2

    Minimizing Fees & Transaction Costs

  3. 3

    Financial Advice Part 1

  4. 4

    Financial Advice Part 2

  5. 5

    Step 9: How Much Financial Advice Do You Need?

  6. 6

    Defensive Assets: Corporate Bonds & Credit Risk

  7. 7

    Structuring & Tax: From PAYG to PSB

10Module 10: Implementing your strategy and next steps
  1. 1

    Module 10 Slides

  2. 2

    Step 10: Implementing Your Strategy

  3. 3

    Investment Foundations: Complexity & Negotiation

  4. 4

    Private Assets Part 1

  5. 5

    Private Assets Part 2

  6. 6

    Course Completion

  7. 7

    Structuring & Tax: Wills and Estates with Kezi Welch

Reserve Your PlaceCourse Starts 17 Sept 2026Invoice sent before course starts

Course Features

Investment strategy lesson presented inside the Windlestone course

Investment Strategy

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

Investment process lesson presented inside the Windlestone course

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

Investment knowledge lesson presented inside the Windlestone course

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

Ten-step investment examination inside the Windlestone course

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

10 weekly classes

Upcoming live classes

Thursdays · 7–9pm AET
17 Sept – 19 Nov 2026

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 personal investors like you, achieve empowerment and better outcomes in their investing.

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.

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The Best Investment you'll ever make

$1,600+ GST

$1,760 incl. 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
Reserve Your Place*Terms and Conditions apply

Hear What Our Students Say

Students' Story

Course Impact

Real Results

Elizabeth McKinnon

Elizabeth McKinnon

CEO & Lawyer

The best part was the impartiality. It's not advice - it's education - so you can make those decisions for yourself with confidence.

Michael Shaw

Michael Shaw

Business Owner

If you're looking for valuable, practical, and easy-to-follow education for personal investors, this is the course for you.

Danielle Chng

Danielle Chng

Business Manager

Sam's course is one of the best investments I ever made.

Jigar Modi

Jigar Modi

Director & Broker

I was amazed by how insightful and practical this course was. Sam has a remarkable gift for simplifying complex finance concepts.

Marc Tessari

Marc Tessari

Strategy Analyst

This course gave me the confidence and tools to grow my wealth. This is a must do course to make informed investment decisions.

Michael Pietsch

Michael Pietsch

Program Manager

The course provides a structured and systematic way to approach investing. The changes I've made will benefit me immediately.

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 to 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 tjones@windlestone.com.au or call her on 0413 402 556

Finance Education for Investors 2026 course

Finance Education for Investors

$1,600 + GST

per household