Wise Investing = Freedom Become a smart, confident & wise
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Become The Investor You Want To Be

People come to Wealthwise for many different reasons. Some want to understand the stock market. Others are looking to protect their capital, build their wealth or feel more confident about the decisions they’re making.

We help you become an informed, confident investor.

Instead of relying on tips, headlines or someone else’s opinion, you’ll know why you’re investing and have the confidence to stand behind your own decisions.

That’s why we teach the principles, help you apply what you’ve learned and continue to support you as your knowledge, skills and confidence grow.

Successful investing isn’t about knowing more. It’s about having a framework that helps you make better decisions.

Upcoming Courses

26Sep4 weeks
Invest for Success - Sydney, Australia

In our signature training program, you’ll learn how to invest wisely in healthy companies for passive income and capital growth … and much more!

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    Learn. Apply. Support.

    Anyone can learn about the stock market.

    Becoming someone who consistently makes informed investment decisions takes more than that.

    It takes understanding the principles, applying them in the real world and continuing to build your knowledge, skills and confidence over time.

    Everything we do is built around three simple ideas.

    Learn.

    Understand the principles of successful investing.

    Apply.

    Build confidence by applying what you’ve learned.

    Support.

    Continue building your confidence through ongoing support.

    Learning builds understanding.
    Application builds confidence.
    Support keeps you improving.

    What Our Graduates Think

    My wife Anna, and my two teenage boys, did the 'Invest for Success' program with Wealthwise, Kate and David a few months ago. It was a revelation. I had done some trading courses in the past, but this program made everything so much clearer to me. We have already made a significant profit with our self-managed superfund.  My boys pooled their savings, and have already made, in this short time, triple what they were making annually with their money in a “high interest” bank account. Kate and David were so easy to talk to and I guess, with their wealth of experience, have a very sophisticated understanding of what they teach, and the unusual ability to make the complex seem simple. I can’t recommend Wealthwise Education highly enough.

    Hugh R, already profiting since the program

    Wealthwise Education has created incredibly powerful courses for learning about trading and investing in stocks and derivatives. David’s deep, intrinsic knowledge and wisdom coupled with the highest level of integrity I have seen, are second to none. Kate provides a fabulous support structure during the 4-week program and beyond, ensuring participants' success in the markets. Thank you both for your care and detailed instructions.

    Geoffrey S – incredibly powerful courses delivered with care

    I had a very good experience with Wealthwise 'Invest for Success' share trading course. I highly recommend it if you're thinking about getting into the share market and doing it properly.  The course represents very good value for money, especially for the level of skill and education you receive from experienced investors who have been in the market for so long.  I found Kate and Dave to be excellent trainers and mentors. They put the effort in on a personal level, they took the time and patience to train me and ensure I understood the strategies they taught and how to apply them correctly.  I was hesitant to do the course at first because I didn't know what to expect but now I'm glad I did it!

    Chris P – excellent trainers – glad I did the course

    I've attended many programs with Wealthwise Education over the years and can attest to the integrity of the company and it's co-founders David Novac and Kate Sheehan. No hype, just loads of support and relevant information on various trading methodologies, technical and fundamental analysis, risk management and personal psychology. With all the 'noise' in the stock market training space today, I listen to and trust Wealthwise Education as my first choice. The education, support and community they have provided has been invaluable to my confidence in my trading know-how and personal growth. Thank you David and Kate.

    Susan R – Invaluable Education, Support & Community

    'Super Traders' week long workshop is an excellent way to increase confidence and experience in taking trades and repairing them to minimise risk in the event your view of the market changes. All this in a supported and supportive environment with like minded people.

    Bridget McG – Business Owner – on increasing confidence in option trading

    'Advanced Options Trading' is an awesome Wealthwise course. Thanks David & Kate for your generosity and patience in teaching me a formidable tool set for trading options.

    Tim W – Lawyer – on a formidable tool for options trading

    I knew very little about the stock market before attending the 'Invest for Success' course. I found the course excellent for improving my skills and knowledge. It was straight forward and easy to understand. I now have a new view of the stock market and increased confidence to invest in shares.

    Teagan R – on improving skills & knowledge

    Attending 'Advanced Option Trading' was a great opportunity to learn from option experts. Experts in the field but also great teachers. These two skill sets don't always go together. A unique opportunity - unmissable!

    Sue M, Retired Investor on learning from option experts

    I got outside my chaotic, noisy head into an organised, systematic and easy to follow Wealthwise methodology. Great for busy people like me. 'Invest for Success' is fantastic to build knowledge & confidence. It has saved me years of working out a lot of things ... a light bulb moment!

    Shiree G., Medical Sonographer on Wealthwise methodology

    David is a great teacher who is very generous with his knowledge. He is always happy to help with questions. Enjoy catching up each time and will be back again!

    A. Brabin, Analyst

    Invest for Success’ is the first step towards understanding a company’s financial position in relation to its share price. The skills learnt in the course will allow you to find good value in the market place. Excellent! Understanding the fundamentals of a stock also helps me to better trade the charts.

    Will B., Agronomist

    Excellent day spent with an expert who can demonstrate how to find value. With this knowledge it is now up to me to do the research, but now with a better understanding on finding value. Today reminded me why this is important knowledge – I want my life back and to be in control!

    David O, Company Director

    Why Choose Wealthwise?

    • We believe successful investing is built on knowledge, not hype or “get rich quick” promises.
    • Exceptional value for a lifetime skill.
    • Small class sizes mean personalised attention from people who genuinely care about your success.
    • Graduate support continues beyond the course.
    • Built on David Novac’s 40+ years of market experience.
    • Almost 30 years teaching how to invest and stay safe in the markets
    • Learn directly from Wealthwise founders David Novac and Kate Sheehan.
    • Develop skills in both shares and exchange-traded options.
    • Combine fundamental and technical analysis for better investment decisions.

    Meet the Wealthwise Team

    David Novac
    Wealthwise Co-founder
    Stock & Options Specialist
    Educator & Speaker

    Kate Sheehan
    Wealthwise Co-founder
    Educator & Course Developer
    Graduate Support

    Whether you’re just starting or looking to build on your existing knowledge, our practical, interactive courses are designed to help you become a more confident investor.  Built on more than 40 years of market experience and almost 30 years of educating investors, our programs provide a structured pathway from shares through to exchange-traded options. Whether you want to invest in shares, trade options or do both, you’ll build your knowledge, skills and confidence step by step. Begin with our Invest for Success course, then progress to options trading if and when it suits your goals. The principles of the Wealthwise Framework can be applied across the Australian Securities Exchange (ASX), New York Stock Exchange, NASDAQ and other major global share markets.

    Our Learning Pathway

    financial literacy and investing

    Financial Wisdom

    stock market courses

    Invest for Success

    smsf training courses

    Options for Success

    share trading courses sydney

    Advanced Options Trading

    stock market courses

    Super Traders

    Start Your Investment Journey

    Every successful investor starts somewhere. The important thing is starting with the right foundation.

    For most people, Invest for Success is where the Wealthwise journey begins. Designed for both new and experienced investors, it helps you build the knowledge, skills and confidence to make informed investment decisions.

    Many people come to us with years of investing experience, yet have never been taught a structured framework or a clear set of rules for making investment decisions. Invest for Success helps you build those foundations first, giving you a more disciplined approach and a framework you can rely on throughout your investing journey.

    If you believe you already have extensive market experience, contact us and we’ll help you determine the most appropriate starting point for your learning journey.

    Ready to take the first step? Learn more about Invest for Success and start building the knowledge, skills and confidence to become a more informed and capable investor.