A 10-module course on personal investing for your valued staff.
Knowing what to do about investing reduces stress and directly correlates to higher productivity and workplace satisfaction.
A lasting benefit that extends beyond the office. This is a learning journey your staff can take together, fostering shared growth.
A sound investment strategy and understanding of wealth accumulation is integral to preparing your future leaders for success.
Live zoom modules 7-9 pm AET Thursday evenings or watch the recording later
Module recordings and extensive materials all fully on-demand
Extended Q&A included in each live session so you staff can get the answers they need
Our 10-step WealthPath program ensures each person's investment strategy and process is optimised
25 hours of supporting videos to bring new investors up to speed and take experienced ones deeper
All types of investments, products, rules and strategies are fully explained
Your staff remain enrolled for 12 months and can access the newest materials
Your staff will join our alumni network and receive invites to webinars, events & new content alerts.
Everything your staff need for empowerment and better outcomes in their investing
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
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 will be immediately implementable
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
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
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.
With deep knowledge and an engaging style, he can help your staff cut through the fog of finance, gain confidence in investing, and build strategies to optimise long-term wealth.
