Welcome to Windlestone Education
Finance Education for Investors
A 10 week course for private investors like you, who want empowerment & better outcomes in their investing
Starts 6 October
$1,600+GST/ household
Enrol now
Net promoter score 78
Our purpose
Lifting the fog of finance and investing
We help personal investors, like you, achieve empowerment and better outcomes in your investing by ‘lifting the fog’ of finance and giving you the tools, knowledge and processes needed to grow your wealth optimally and achieve your financial goals.
World-class education
Your instructor, Dr Sam Wylie, has 25 years experience teaching investments courses at some of the best business schools in the world, and as an industry consultant. Dr Wylie has won the student voted best teacher award at the Melbourne Business School 12 times. Sam has transformed his deep understanding of investing into a course that makes this knowledge accessible for personal investors like you.
The Course in a Nutshell
100% On demand
A 20-hour view-on-demand course
over 10 weeks with
modules released weekly
Fortnightly Live Q&A
Fortnightly live Q&A with Sam to answer
your questions, or watch the
recordings later
10-Step Self Review
A 10-step self-review of your investing
to build your complete long-term
investment strategy
In-depth Knowledge
You will cover the A-Z of wealth
creation, and all the different
investment options available
Intuitive not technical
There are no equations.
The course is thorough and complete
but intuitive not technical
Mentoring
Optional 1-on-1 Calendly
meetings with Dr Wylie available
to discuss your investment journey
Exceptional Content
250+ pages slides & calculators
10-step interactive Workbook
12 extra structuring & tax videos
2 Year Enrolment
2 Years full access
to the course
for you and your household
Alumni Network
Join our alumni network and
receive invites to webinars,
events & new content alerts
October 2025 program
* The Q&A session is scheduled for 7:00 PM (Melbourne time, AEST/AEDT).
Course features
investment strategy
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.
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
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 self examination
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.
Optimize your pathway to wealth with
10 empowering modules
Module 1
Introduction; Risk & Returns
What is investment strategy? / Asset classes & Asset allocation / Negative Gearing v FTs v Super / Getting your super right
Step 1: Set your goals
Module Length: 2 hours
Videos: 8
Module 2
Stock Market Fundamentals
Risk & Return of shares / Aus v US v Global shares / Value v Growth / Dividend imputation
Step 2: Where SHOULD you be on the risk spectrum?
Module Length: 2 hours
Videos: 6
Module 3
Family Trusts for Share Investing
Understanding family trusts / share investment in trusts / connection of children and retirement to trusts / deep value v deep growth
Step 3: Where ARE you on the risk spectrum?
Module Length: 2 hours
Videos: 5
Module 4
Implementing Stock Market Investment
Implementing a share portfolio / types of financial advice / managed funds v ETFs / savings & goals calculator
Step 4: Are you saving enough to reach your goals?
Module Length: 2 hours
Videos: 5
Module 5
Residential Property / Negative Gearing
Historical returns / Price drivers / Borrowing essentials / Getting negative gearing right
Step 5: Where does the money go?
Module Length: 2 hours
Videos: 5
Module 6
Residential Real Estate Examples
Building your strategy / Depreciation / Property Case studies x3 / Property in family trusts
Step 6: Where will you hold your investments?
Module Length: 2 hours
Videos: 4
Module 7
Commercial Real Estate Investing
Historical returns to CRE / implementing CRE / REITs / Property trusts / Syndicates / Direct ownership
Step 7: What will you invest in?
Module Length: 2 hours
Videos: 4
Module 8
Defensive assets & risk management
Life, TPD & income insurance/ buying insurance / protecting your minimum / cash returns / low risk bonds / gold & gold shares
Step 8: Your risk managment
Module Length: 2 hours
Videos: 6
Module 9
Getting the Right Financial Advice
Do you need a financial advisor? / how much to pay / infrastructure / PE / VC / private credit
Step 9: Do you have the right financial advice?
Module Length: 2 hours
Videos: 2
Module 10
Implementing Your Strategy & Next Steps
Implemenation of your strategy / strategy check points / your todo list / most important lessons
Step10: Implementing your strategy
Module Length: 2 hours
Videos: 6
Supplementary
Dr Wylie's Webinars and Events
Once a course alumni, receive personal invites to Sam’s webinars, events and newcontent notifications
Module Length: 1-2 hours
Videos: Variable
12 teaching excellence awards
7000+ satisfied students
25+ years experience
Australia's favourite finance educator
Dr Sam Wylie
Over 25 years experience educating MBA students, senior executives, investors, and business leaders in finance, investing and wealth management.
As an Adjunct Professor at Melbourne Business School, Sam received a record 12 teaching excellence 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
Pricing that makes sense
$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
- Your enrolment lasts 2 years
*Terms and Conditions apply
Hear from our students
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 in key stages of life. Sam’s teaching insights made all the difference.”
Elizabeth McKinnon
The best part was the impartiality. It’s not advice – it’s education -so you can make those decisions for yourself with confidence.”
Jigar Modi
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.”
Kian Borzabadi
Project Controls Manager
Sam focuses on education, not selling products—it’s all about empowering you to manage your investments effectively. Sam has a great way of simplifying complex concepts for both people with no finance background and the more investment savvy. My wife and I loved the course.
Sebastian Tegen- Anderson
Manager - Business Development
Every young professional should take this course to get their structuring right from the start. The course is of outstanding educational quality and will set you on a new journey of financial confidence.”
Michael Pietsch
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!
Sample a class below...
Investment Process
(part 2)
Superannuation
(Part 1)
Dividend Imputation
Family Trusts for Investing in Shares
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.
Please contact Tracey Jones, the co-ordinator, if you have any further questions, at [email protected]
Get Started
Start Your Course Today!
Enrol today and start working on Module One today.
Trusted by over 1,000 students