Course Details
10 Step Wealthpath
- A 20-hour view on-demand course with 10 pre-recorded modules released weekly
- Live Q&A sessions presented fortnightly by Dr Wylie
- 1:1 Optional mentoring session available
- Our 10-Step Self-Review process helps you work out where you are on your investment journey, where you want to go, and how to get there
- 250+ pages of downloadable notes, slides and interative calculators
- Enrolment is per household and lasts 2 years
- 12+ extra structuring and tax planning videos
About our course
The 20-hour program is delivered via a series of 10 pre-recorded classes which can be viewed on-demand, offering maximum flexibility for busy people. Plus you stay enrolled for 2 years.
Course features
investment strategy
The investment strategy covers all the key areas that impact wealth creation: positioning across asset classes, risk management, diversification, structuring & tax planning, fees & advice. You will have a clear roadmap to implement your strategy.
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
Increase your investment knowledge dramatically, through a detailed examination of all the key topics in investing including: Australian vs global shares; residential vs commercial real estate; fixed income investment; private equity, hedge funds, etc.
10 step self examination
Be guided through a 10 step self-examination of your current financial situation, to help you clarify your financial goals and develop your road map for achieving them. Map out how to get on track with your savings Vs goals.
More about Dr Sam Wylie
Dr Sam Wylie
Dr Sam Wylie has over 20 years experience as a finance professor and industry consultant. He completed his PhD in Finance at London Business School (University of London) in 1998. He then worked as an Associate Professor of Finance at the Amos Tuck School of Business, Dartmouth College (New Hampshire, USA), before returning home to Australia in 2004 and beginning work at Melbourne Business School.
Sam is Director of Windlestone Education and an Associate Professor of Finance at the University of Melbourne, winning Melbourne Business School’s Teaching Excellence Award twelve times. Sam’s research and consulting is focussed on banking, wealth management, corporate strategy and financial crises. He has extensive experience as an industry consultant providing both finance education and strategy advice to companies in Australia and overseas. As well as publishing his Finance Newsletter, his commentary has appeared in the Australian Financial Review, national radio and television.
You can follow him on Youtube, LinkedIn, or subscribe to his newsletter here on our website.
Success Stories
Danielle Chng
Business Manager
Sam’s course is one of the best investments I ever made.
Michael Shaw
Business Owner
If you’re looking for valuable, practical, and easy-to-follow education for personal investors, this is the course you should enrol in.
Enrol Now
$1,600+GST
Per household
What's included?
- Classes 100% video on demand
- Live interactive Q&A presented fortnightly
- 250+ pages of notes, slides and interactive calculators
- Enrolment lasts 2 years
Who is the Course For
Bec & David
Retired business owners who need to rebalance their risk and ensure their child’s life long special needs can be met
Brooke
Federal government lawyer laying the groundwork for a sea change in Kangaroo Valley to her 40s.
Ravi & Jess
High school teacher and small business owner needing to catch up for lost time with their investment strategy.
Sample a class below...
Investment Process (Part 2)
Superannuation (Part 1)
Dividend Imputation
Family Trusts for Investing in Shares
Get Started
Start Your Course Today!
Enrol today and start working on Module One today.
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