About Us

About Us

Wealthwise Education was co-founded in 1997 by David Novac and Kate Sheehan.

For almost 30 years, Wealthwise has helped people develop investing skills and confidence.

David Novac brings more than 40 years of market experience. Kate Sheehan transformed his experience into structured learning workshops and ongoing support.

Together, they have helped thousands of people develop investing skills and confidence.

Today, Wealthwise graduates live throughout Australia and around the world. They include both new and experienced investors.

We think successful investing is not about predictions. It is about developing the skills and discipline needed to navigate changing markets.

Confident investors don’t rely on guesswork. They rely on a framework.

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david novac lunch money sky business

David Novac, ‘Lunch Money’, Sky Business Channel 602

David Novac
Wealthwise Co-founder, Educator, Speaker

David has more than 40 years of stock market experience. For 30 years, he has been teaching people a practical, structured process for investing successfully in the stock market.

He was a keynote speaker for Tony Robbins’ four-day Wealth Mastery program from 1998 to 2001 and for Robert Kiyosaki, author of the best-selling book “Rich Dad, Poor Dad.” He has presented to audiences totalling more than 100,000 people around the world.

David has an accounting background and a ten-year career in merchant banking, including a role as Chief Financial Officer of Barclays in Sydney. His banking career began in the early 1980s.

He has appeared on various TV programs over the past 15 years as a guest host for Sky Business on shows such as “Your Money, Your Call,” “Bonds Versus Equities” and “Trading Day”. He is now a guest host every month on AUSBIZ TV with well-known financial commentator David Koch.

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

Kate Sheehan has more than 40 years of business experience. She has spent almost 30 years helping build Wealthwise Education.

Kate enjoys helping people understand complex ideas.

She transformed decades of David’s market experience into structured learning workshops. This allowed others to learn from his experience.

She created programs and resources to help graduates put their knowledge into practice. She also developed the ongoing support for which Wealthwise is known.

Kate believes learning is a lifelong journey. She strives to leave people more capable than she found them.

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How is Wealthwise different?

At Wealthwise, we believe education should do more than provide information.

Our goal is to help people become capable, confident investors.

Everything we do is built around three principles.

LEARN.

Investing begins with understanding.

We help people learn practical investing concepts, strategies and processes in a way that is clear and easy to follow. Complex ideas are explained in plain English so they can be understood and applied with confidence.

APPLY.

Investing is a practical skill.

Knowledge alone is not enough.

Through exercises, examples and real-world market situations, participants learn how to put ideas into practice and develop the habits and discipline needed for long-term success.

SUPPORT.

Learning does not stop when the workshop finishes.

Graduates have access to ongoing support and the Wealthwise Online Graduate Community, where they can continue learning, share ideas and benefit from the experience of others.

More Than a Course

Many education providers focus only on information.

At Wealthwise, we believe lasting results come from a combination of education, application and ongoing support.

LEARN. APPLY. SUPPORT.

Our Philosophy

At Wealthwise, we believe anyone can learn to invest.

We also believe building wealth is a journey, not a quick fix.

Markets change.

Predictions come and go.

Fear and greed influence investor behaviour.

That is why we focus on principles rather than predictions.

Simplicity Matters

We believe complex ideas should be easy to understand.

That is why we explain investing concepts in plain English.

Our goal is to help ordinary people understand and apply what they learn.

Discipline Matters

Successful investing is not about being right all the time.

Successful investors manage risk, follow a process and keep their emotions in check.

Lifelong Learning

No one is ever born an investor.

Markets evolve.

Successful investors continue learning and adapting throughout their lives.

Curiosity and continuous improvement are essential qualities for long-term success.

Independence Matters

Our goal is not to create dependence.

Our goal is to help people think for themselves.

We want them to make informed decisions with greater confidence.

People Matter

Investing is important.

But life is bigger than money.

We believe wealth should support a meaningful and balanced life.

Ultimately, investing is not just about growing wealth.

It is about creating more choices, more freedom and the opportunity to live a life aligned with your values.

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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 Wealthwise Education?

  • We teach a clear investing framework built around Risk Management, Value and Timing
  • More than 40 years of practical market experience
  • Teaching investors since 1997
  • Small class sizes and personalised attention
  • Direct contact with the Wealthwise co-founders
  • Four weeks of one-on-one coaching after the Invest for Success Workshop
  • Ongoing support for Wealthwise graduates
  • No hype, tips or promises of easy money
  • We teach investors how to think and make better decisions for themselves