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Empowering Your Investing
Our world-class investor education lifts the fog of finance and empowers investors to take control of their investing.
Dr Sam Wylie
Family WealthProgram
A 10 week on-demand course for personal investors who want empowerment, clarity, and better long-term investment outcomes.
On-demand Content
Live Weekly Classes
10 week course
Course Overview
A practical investor education course built around one outcome: helping you develop a clear, durable investment process that can be applied to your household decisions.
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Your Financial Wellbeing
Practical case studies give you the tools, insight, knowledge and process to build your comprehensive investment strategy.
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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.
Who Should Attend the Family Wealth Program?
Personal investors
- Build a clearer long-term investment strategy for your own portfolio.
- Understand the choices available without needing to become a finance professional.
Couples and households
- Create a shared language for investment decisions across the household.
- Work through strategy, risk, structure, and implementation together.
Professionals building wealth
- Prepare for long-term wealth creation, retirement planning, or a major financial transition.
- Turn income, savings, and existing assets into a more deliberate investment process.
Property investors
- Compare property with shares, funds, bonds, and other investment options.
- Understand diversification and portfolio construction beyond a single asset class.
Investors seeking confidence
- Reduce uncertainty by learning the principles behind sensible long-term investing.
- Make decisions with a stronger process instead of relying on headlines or tips.
Family Wealth Program Key Takeaways
A complete investment process
- Develop a practical process for setting objectives, assessing risk, and choosing investments.
- Connect investment decisions back to your household goals and time horizon.
Clearer investment knowledge
- Understand asset classes, investment products, structures, and tax considerations.
- Learn how different markets and products fit into a long-term portfolio.
Better decisions through change
- Adapt your investment strategy through changing markets and life stages.
- Use a durable framework instead of reacting to short-term noise.
Practical tools and resources
- Use workbook tools, calculators, slides, and supplementary videos with confidence.
- Translate course concepts into decisions you can actually implement.
A long-term household strategy
- Leave with a clearer strategy for building and protecting wealth over time.
- Understand the next steps for implementing that strategy.
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
10 module pathway
Optimize your Pathway to Wealth with10 empowering modules
Move from foundational investment process to implementation, risk management, property, advice, and next steps.
Course detail
Course Features
Four practical pillars shape the course: strategy, process, knowledge, and the 10-step examination you use to build your own investment plan.
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
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
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 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
Course facilitator
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.
Course brochure
Download the course brochure
Get a concise overview of the course structure, weekly modules, live class format, and what is included for investors and households.
Inside the brochure
- Course purpose, audience, and learning outcomes
- 10 week module sequence and live class rhythm
- Included resources, workbook, calculators, and supplementary videos
- Facilitator profile and course access details
Course questions
FAQs
Clear answers about course access, live sessions, certificates, and support.
01How 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
02Can 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
03What 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
04Is there a course certificate?
A course completion certificate is available upon request once you have completed the course
05Any more questions?
Please email Tracey Jones, the co-ordinator, if you have any further questions, at swylie@windlestone.com.au or call her on 0413 402 556