Store

Store

Courses

1 day
Financial Wisdom

This workshop provides the knowledge you need to become self-reliant in your financial decision making.

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4 Weeks
Invest for Success

In our signature Invest for Success program, you’ll learn how to assess value, manage risk and use market timing to make smarter decisions about what to buy, when to buy and when to sell.

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2 days
Options for Success

In this course, you'll learn about options (ETOs) and how to use them for creating additional income and protecting your portfolio.

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4 days
Advanced Options Trading

Graduates of 'Options for Success' continue building on your knowledge base with advanced option trading strategies to further lower risk.

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Upcoming Courses

31Oct4 days
Advanced Options Trading - Sydney, Australia

‘Advanced Options Trading’ is for graduates of ‘Options for Success’.  Continue building on your knowledge base with advanced options trading strategies to increase flexibility in the markets and further lower risk.  Maximum 6 participants.

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09Nov4 weeks
Invest for Success - Sydney, Australia

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

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05Dec4 weeks
Invest for Success - Sydney, Australia

In our signature Invest for Success program, you’ll learn how to assess value, manage risk and use market timing to make smarter decisions about what to buy, when to buy and when to sell.

Learn More

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

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