Discover the Wealthwise Investor Thinking Framework™

A practical framework developed over nearly 30 years to help investors build skills, confidence and a structured approach to the stock market.

Enter your details below and we’ll send you the Wealthwise Investor Thinking Framework™. See how investors can develop the skills and confidence to build a framework they understand and stick with.

The Wealthwise investor Thinking Framework

Discover how successful investors approach decision-making.

Enter your details below and we’ll send an introduction to the Wealthwise Investor Thinking Framework™ straight to your inbox.

What You'll Discover

Why Most Investors Struggle

Understand why information overload and lack of structure cause many investors to struggle.

The Investor Thinking Framework

Discover a practical framework for making better investment decisions.

Risk Management

Learn why protecting capital is the foundation of investing success.

Fundamental Analysis

Understand how investors assess value and quality.

Technical Analysis

Learn how timing can help improve investment decisions.

Learn. Apply. Support.

See how education, practice and ongoing support work together.

Is Invest for Success Right for You?

Invest for Success is designed for people who want a structured approach to learning the stock market.

It may be right for you if you want to:

understand how to assess quality companies
learn how to manage risk
improve your timing and decision-making
build confidence without relying on stock tips or guesswork
learn in a supportive environment
develop a framework you can understand and stick with

Investing is a journey, not a quick fix.

Wealthwise is not for people looking for stock tips, shortcuts or get-rich-quick schemes.

If you want to learn, apply and be supported as you build your investing skills, we’d love to introduce you to the Wealthwise Investor Thinking Framework™.

What Graduates Say

Here are a few thoughts from Invest for Success Graduates who have experienced the Wealthwise approach first-hand.

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Outcome

“David eliminates the noise around investing. He provides a method for when to invest, how to analyse a stock, and just as importantly, when to get out.”

Gil R
Business Owner

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Clarity

“If you’ve been share trading, you probably already know the ‘what’ and ‘how’. Invest for Success will tell you the ‘when’ and the ‘why’ – and that changes everything.”

Peter S
Legal Practitioner

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Long-term Thinking

“One of the most authentic and grounded teachings on share market investing. It doesn’t talk about quick profits. It focuses on building a solid foundation of knowledge and long-term thinking.”

Trinity Y
Google Review

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Ongoing Support

“David and Kate teach in a calm, easy-to-understand style and well and truly exceeded my expectations. The weekly one-on-one sessions post-course reinforced my knowledge and were truly valuable.”

Brad B
Google Review

About Wealthwise Education

Wealthwise Education has spent 30 years helping people develop investing skills, confidence and a structured approach to the stock market.

Based in Australia, Wealthwise has educated people from around the world, including New Zealand, the United States, Asia and Europe. Their practical approach has helped both new and experienced investors develop a framework they can understand and stick with.

The Wealthwise approach combines Fundamental Analysis, Technical Analysis and Risk Management to help investors make more informed decisions in changing market conditions.

With a strong focus on risk and money management, Wealthwise aims to help people become more skilled, confident and self-reliant investors.

About Your Instructors

David Novac

Wealthwise Co-founder, Speaker, Stock & Options Specialist, Educator

David Novac has been involved in the stock market for more than 40 years and has experienced both the opportunities and the challenges that investing can bring, including the 1987 market crash.

His passion is helping people make sense of the markets and develop the skills and confidence to make better investment decisions.

Despite leaving school at 15, David went on to become Financial Controller of a $6 billion merchant bank by the age of 27. Over the years, he has spoken internationally and shared the stage with some of the world’s leading educators.

Today, David’s focus remains the same as it has always been: helping ordinary people understand investing in a simple, practical and realistic way.

He has a gift for taking seemingly complex ideas and explaining them clearly, helping people build a framework they can understand and stick with.

David’s formal qualifications include RG146 compliance under FSRA and Accredited Derivatives Adviser Level 2 (ASX).

Kate Sheehan

Wealthwise Co-founder, Speaker, Stock & Options Specialist, Educator

Kate’s passion for education has been central to the growth of Wealthwise Education.

Working alongside David Novac, she helped transform decades of stock market experience into structured workshops, practical learning resources and ongoing graduate support, allowing others to benefit from David’s hard-earned lessons.

With more than 40 years of business experience and a background in training, communications, customer service and management, Kate has played a key role in designing the Wealthwise learning experience and supporting students both inside and outside the classroom.

Her focus has always been on helping people develop investing skills and confidence in a supportive environment.

Kate believes that successful investing is a journey, not a quick fix, and that confidence comes from learning, applying and continuing to grow.

Kate Sheehan is RG146 Compliant under FSRA and holds a Certificate IV in Training and Assessment.

Questions/Troubleshooting: info@wealthwiseeducation.com | Call +61 2 9488 9900

Wealthwise Education Pty Ltd is a Corporate Authorised Representative (281921) of Zodiac Securities Pty Ltd (AFSL 398350)

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