INVEST FOR SUCCESS:
Develop the Skills and Confidence to Make Informed Investment Decisions

A practical investing program that combines face-to-face learning, personalised coaching, and ongoing graduate support to help you confidently apply what you learn in the real world.  

The Wealthwise Difference

Most people know they should be investing, but many feel overwhelmed by conflicting opinions, market noise and uncertainty about where to begin.

Invest for Success is designed to change that. You’ll learn a practical, structured approach to investing that helps you understand what to look for, manage risk effectively and make informed investment decisions with confidence.

Our investment approach is built on three pillars: Value, Timing and Risk Management. Together, they give you a structured way to evaluate every investment opportunity. You’ll learn how to identify quality investments, know when to buy and when to sell, and manage risk in a disciplined way.

Learning to invest is one thing. Developing the confidence to invest on your own is another. That’s why our support doesn’t end when the workshop finishes. Through small class sizes, individual mentoring and ongoing graduate support, we help you apply what you’ve learned until it becomes second nature.

Our Learning Approach

Learn. Apply. Support.

✓ Face-to-Face Interactive Learning
✓ Four Weeks of Individual Coaching
✓ Small Class Sizes & Personal Attention
✓ Direct Access to Educators: David Novac & Kate Sheehan
✓ Ongoing Graduate Support Community

How You’ll Learn

Many investing courses provide information.

Invest for Success provides a pathway to becoming a more confident investor.

Our goal isn’t simply to teach investing concepts. It’s to help you understand them, apply them and continue developing your skills long after the workshop is complete.

Learn.

Build a strong foundation through an intensive, interactive face-to-face workshop delivered in a small group environment.

You’ll learn practical investing principles, proven methodologies and the essential skills needed to approach the share market with greater confidence and clarity.

Apply.

Knowledge alone isn’t enough.

That’s why every participant receives four weeks of personalised coaching following the workshop.

Through weekly one-on-one remote training sessions, you’ll reinforce your learning, ask questions, overcome obstacles and gain confidence applying the Wealthwise method in a practical and supportive environment.

Support.

Unlike many investing courses, our relationship with graduates doesn’t end when the workshop finishes.

You’ll become part of the Wealthwise graduate community where you can continue learning, share experiences, ask questions and receive ongoing support as your investing journey evolves.

Becoming a successful investor is not about attending a single workshop.

It’s about developing the knowledge, confidence and discipline to make better investment decisions over time.

Who Is This Program For?

Invest for Success is designed for people who want to take greater control of their financial future.

Whether you’re completely new to investing or already have experience in the market, this program provides a practical framework to help you invest with greater confidence and discipline.

• Beginner Investors – You’ve been meaning to start investing, but don’t know where to begin. We’ll help you build a solid foundation and avoid many common mistakes new investors make.

• DIY Investors – You want to make your own investment decisions rather than relying solely on others.

• Pre-Retirees and Retirees – You want greater confidence managing your investments, superannuation or retirement savings.

• SMSF Trustees – Gain skills that can help you better understand and manage your Self-Managed Super Fund investments.

• Investors Seeking More Confidence – You’ve invested before but still feel uncertain about what to buy, when to buy or when to sell.  You want a more structured approach.

• Investors Overwhelmed by Information – We’ll help you focus on what matters most and filter out the noise.
• No Prior Experience Required – Many graduates start with little or no investing experience. 

Graduate Success Stories

One of the most rewarding aspects of our work is seeing graduates develop the skills and confidence to apply what they have learned in the real world.

• “I prefer face-to-face learning and found the way Wealthwise structure their training really works for me. I absorbed the lessons well in the workshop and found the follow-up remote sessions easy too.” – Yvonne, Graduate

• “The four individual remote sessions immediately following the face-to-face weekend workshop are priceless. They removed any stumbling blocks, kept me moving forward and made sure I could apply the Wealthwise method in a safe and risk-free way.” – Harrison, Graduate

What You’ll Learn

Through practical, hands-on training, you’ll develop a structured framework for making more informed investing and trading decisions.

• Protect Your Capital Through Effective Risk Management – Learn practical risk management techniques designed to help you minimise losses, manage uncertainty and approach the market with greater confidence.
• Identify Quality Shares Using Fundamental Analysis – Learn how to assess financial performance, understand key valuation measures and identify businesses with the potential to create long-term shareholder value.
• Improve Your Timing with Technical Analysis – Learn simple yet powerful charting techniques that can help you identify trends, improve entry and exit timing and make more objective investment decisions.
• Develop a Repeatable Investment Process – Rather than relying on tips, opinions or emotions, you’ll develop the skills needed to evaluate opportunities with greater clarity and confidence.

Meet Your Educators

One of the advantages of learning with Wealthwise Education is direct access to the founders throughout your learning journey. From the face-to-face workshop and individual coaching sessions through to ongoing graduate support, you’ll be learning from educators who are genuinely invested in your progress and success.

David Novac has more than 40 years of market experience and has spent decades helping people become more knowledgeable and confident investors. Known for his practical, down-to-earth teaching style, David focuses on helping students develop the knowledge, skills and discipline needed to make sound investment decisions and apply a structured approach to investing. 

Kate Sheehan plays a key role in curriculum development, education and graduate support. She is passionate about helping people build investing skills and confidence, and works closely with graduates to ensure they can successfully apply what they learn in a practical and supportive environment.

Frequently Asked Questions About Invest For Success

Do I need any prior investing experience?

No. Invest for Success is suitable for both beginners and more experienced investors. Many participants attend with little or no prior knowledge of the share market, while others join to develop a more structured and disciplined approach to investing.

Is this course suitable for beginners?

Yes. The program starts with the fundamentals and builds step-by-step. Our small class sizes, individual coaching sessions and ongoing support help beginners learn at a comfortable pace and gain confidence applying what they learn.

What markets can I use the Wealthwise method in?

The principles taught in Invest for Success can be applied to the Australian Securities Exchange (ASX), the New York Stock Exchange (NYSE), NASDAQ and other major share markets around the world.

What is included in the program?

• A two-day face-to-face workshop
• Four weekly individual coaching sessions conducted remotely
• Workshop materials and resources
• Ongoing access to the Wealthwise graduate support community

Why do you include individual coaching sessions?

Many people understand investing concepts during a workshop but struggle when applying them on their own.

The coaching sessions help reinforce your learning, answer questions, build confidence and ensure you can successfully apply the Wealthwise methodology in a practical environment.

What makes Invest for Success different from other investing courses?

Most investing courses focus primarily on education.

Invest for Success combines education, application and support through a structured Learn. Apply. Support. framework. Participants benefit from face-to-face learning, individual coaching and ongoing graduate support.

Will I receive ongoing support after the course?

Yes. Graduates become part of the Wealthwise graduate community where they can continue learning, ask questions, share experiences and receive ongoing support as their investing journey develops.

Will I learn how to analyse shares?

Yes. You’ll learn how to assess companies using fundamental analysis and how to use technical analysis to help identify trends and improve investment timing.

Can this course help with managing my SMSF investments?

Many SMSF trustees attend Invest for Success to improve their understanding of investment analysis, portfolio management and risk management. The skills taught can help participants make better-informed investment decisions within their SMSF.

Where is the course held?

Invest for Success workshops are currently held in Sydney, Australia. Coaching sessions are conducted remotely, allowing participants to continue learning and receive support after the workshop.

Is the course focused on investing or trading?

Invest for Success covers both investing and trading because successful market participants benefit from understanding both approaches.

You’ll learn how to use fundamental analysis to evaluate the quality and value of companies, which is particularly important for longer-term investors. You’ll also learn practical technical analysis techniques that can help identify market trends, improve timing and support more informed buy and sell decisions.

By combining fundamental and technical analysis, participants develop a more complete framework for making investment and trading decisions with greater confidence.

What if I’m not sure whether the course is right for me?

Choosing an investing course is an important decision. If you’d like to discuss your goals, experience level or circumstances, call us on +61 2 9488 9900 for a friendly, no-obligation chat.