How our 10-Step WealthPath for Teams
helps your talent and your business
“Investing in our 10-Step WealthPath for Teams program enhances employee retention and job satisfaction by equipping executives with the knowledge and skills they need to become highly effective personal investors. It positions the company as an employer of choice, attracting and retaining top talent. The program supports leadership development and career growth, equipping professionals with the acumen needed for senior roles, and strengthening the internal talent pipeline,”
Dr Sam Wylie
Program Benefits
Financial Wellbeing
Retention & Engagement
Preparing to Move Up
Finance Education for Investors
- A 20-hour course consisting of 10 view-on-demand modules that are easy to fit into your busy schedule
- Live Q&A sessions presented fortnightly by Dr Wylie. Get all your questions answered by an expert
- 1:1 Optional mentoring sessions available to discuss your investment journey so far
- Our 10-Step Self-Review helps you develop an tailored investment strategy to meet your individual needs
- 250+ pages of downloadable notes, slides and interactive calculators
- Enrolment is per household and lasts 2 years, all household members can access the content
- 12+ additional structuring and tax planning videos
How We Benefit Your Development Program
More about Dr Sam Wylie
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 the Melbourne Business School, Sam has received a record 12 student voted best teach 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 helps leaders cut through the fog of finance, gain confidence in investing, and build strategies to optimise long-term wealth.
Book Your Discovery Call Today
Schedule a time to speak to Sam and find out how we can support your staff development objectives.
Try Our First Class for Free
Add in the registration doc and info here so they can try a class for free
Pricing that Makes Sense
$1,600+GST
For 1 participant
What's included?
- Single participant
- Classes conducted with other executives from different businesses
- 250+ pages of notes, slides and interactive calculators
- Enrolment lasts 2 years; participant's household can access the content
$1,200+GST
Per participant for 2-8 participants
What's included?
- 2-5 participants
- Collaborate as small teams in live Q&As
- 250+ pages of notes, slides and interactive calculators
- Enrolment lasts 2 years; participant's household can access the content
$1,000+GST
Per participant for 8 or more participants
What's included?
- Classes 100% video on demand
- Private live Q&A available for teams
- 250+ pages of notes, slides and interactive calculators
- Enrolment lasts 2 years; participant's household can access the content
Who is the Course For
Bec & David
Marketing expert and CEO preparing to retire, who need to rebalance their risk and ensure their child’s life long special needs are met
Brooke
Corporate lawyer laying the groundwork for a sea change to Kangaroo Valley in her 40s.
Ravi & Jess
Senior engineer and small business owner needing to catch up for lost time with their investment strategy.
Get Started
Start Your Course Today!
Enrol today and start working on Module One today.
Trusted by over 1,000 students
