Financial Wellbeing
Knowing what to do about investing and finances is so empowering and reassuring for staff, giving higher productivity and the many other benefits of lower stress
Everything your staff need to know for their wealth journey
Knowing what to do about investing and finances is so empowering and reassuring for staff, giving higher productivity and the many other benefits of lower stress
A benefit for staff that will last throughout their careers. A benefit that they wouldn’t usually give themselves. A learning journey your staff can take together
A sound investment strategy and a full understanding of wealth accumulation is an integral part of preparing your future leaders for success
“My 10 Step WealthPath program gives executives a structured opportunity to analyse what’s good and what’s bad about their current investment strategy, to develop a coherent strategy, then acquire the tools to implement the changes needed to optimise their wealth,” Dr Sam Wylie
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 they stay enrolled for 24 months.
A 20-hour view-on-demand
course consisting of 10 modules
released weekly
Optional 1-on-1 Calendly
meetings with Dr Wylie available
to discuss your investing
250+ pages slides & calculators
10-step interactive Workbook
12 extra structuring & tax videos
Tune in for Dr Wylie's live Q&A
each fortnight, or watch the
recordings later
The 10-step self review helps
you see what needs to change
about yourinvestment strategy
You will cover the A-Z of wealth
creation, and all the different
investment options available
You and your household will
remain enrolled for 2 years so
you can access the latest info
Join our alumni network and
receive invites to webinars,
events & new content alerts
Develop your personalised
investment strategy and
roadmap to wealth
Every part of investment strategy is fully explained: What to invest in (asset allocation), where to hold investments (family trusts, corporations, super, direct), tax planning (negative gearing, super, franking credits), risk-in through borrowing, risk-out through insurance; implementation; relationship (advisors, brokers, accountants, banks). Week-by-week a full understanding of best strategy for you is developed.
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 markets (Australian shares, global shares, residential & commercial property, bonds, infrastructure, private equity, venture capital) and products (ETFs, managed funds, hybrid notes) are fully explained.
In 10 steps, week-by-week, you are guided through the development of the right long-term investment strategy for you. And, crucially, how to put that strategy in place, working for you.
Why you need an effective wealth strategy & process / understanding risk & return / choosing your super fund
Step 1: Set your goals
Module Length: 2 hours
Videos: 8
Historical returns / balance sheets & cash flows / value vs growth / dividend imputation
Step 2: Where SHOULD you be on the risk spectrum?
Module Length: 2 hours
Videos: 6
Your asset allocation/ using family trusts to invest in shares/ deep value Vs deep growth / active Vs passive
Step 3: Where ARE you on the risk spectrum?
Module Length: 2 hours
Videos: 5
Implementing investments/ assessing financial advice/ managed funds Vs ETFs/ savings Vs goals calculator
Step 4: Are you saving enough to reach your goals?
Module Length: 2 hours
Videos: 5
Historical returns / residential price outlook/ pros and cons of borrowing to invest/ negative gearing case study
Step 5: Where does the money go?
Module Length: 2 hours
Videos: 5
Negative gearing spreadsheet/ Property case studies x 2/ using family trusts to invest in property
Step 6: Where will you hold your investments?
Module Length: 2 hours
Videos: 4
Historical returns / how to use CREs, REITs, unlisted property trusts, super, syndicates & direct ownership
Step 7: What will you invest in?
Module Length: 2 hours
Videos: 4
Life, TPD & income insurance/ distribution networks/ protecting your minimum/ alternative assets
Step 8: Your risk managment
Module Length: 2 hours
Videos: 6
When do you need an adviser/ how much should you pay & for what?/ is your structuring right?
Step 9: Do you have the right financial advice?
Module Length: 2 hours
Videos: 2
Structuring & tax planning Q&A/ private assets / implementing your strategy, next steps & coure wrap up
Step10: Implementing your strategy
Module Length: 2 hours
Videos: 6
Once a course alumnus, receive personal invites to Sam’s webinars, events and new content notifications
Module Length: 1-2 hours
Videos: Variable
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.
Follow him here
Per Participant*
What's included?
*Terms and Conditions apply
Need a custom pricing plan?
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.”
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.
Business Manager
Sam’s course is one of the best investments I ever made.
Director & Senior Mortgage Broker
I was amazed by how insightful and practical this course was. Sam has a remarkable gift for simplifying complex finance and investment concepts. I walked away with clear, actionable strategies.”
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 in key stages of life. Sam’s teaching insights made all the difference.”
Program Manager
The course provides a structured and systematic way to approach investing. The changes I’ve made as a result will benefit me and my family immediately. Highly recommended!
FAQs
The course content is available to students for a period of 2 years from the date they enrol.
As well as the fortnightly live Q&A that runs during the course, optional mentoring is available to our students. They can book a time to speak directly to Dr Wylie privately via his Calendly link.
The course is 100% view on demand. The video recordings for each 2-hour module are broken into 4-8 smaller videos for ease of viewing and progress tracking on our learning platform. The recorded content is available for 2 years from the date of enrolment.
A course completion certificate is available to students upon request.
At conclusion of the course we conduct an exit survey to obtain student feedback about the course and how it met their needs.
Please contact Tracey Jones, the co-ordinator, if you have any further questions, at [email protected]