Testimonials

Testimonials

David and Kate present an excellent, comprehensive course on option trading strategies called 'Advanced Options Trading'. It covers end‑to‑end risk management and practical execution in a way that is clear, structured and highly engaging. A standout program, strongly recommended for serious option traders who want to lift their skills and confidence.

Lloyd D – strongly recommended for serious option traders

‘Advanced Option Trading’ has given me the confidence to start trading and to diversify my income beyond my professional career, helping me see a path towards retirement where I can earn regardless of the economy, government settings or interest rates. The course has sharpened my skills and knowledge, improving the way I analyse information and strengthening how I structure decisions in line with my risk profile. Together, these shifts have given me a genuine sense of future freedom for myself and my family.

Andrew H – diversify my income beyond my professional career

I came to ‘Advanced Option Trading’ with very little knowledge. After four days of learning with David and Kate, I’m leaving far more confident. I now understand the strategies, when to apply them, and how to trade options on my own. The course was excellent for building my knowledge through easy‑to‑follow lessons, with a wide range of strategies to suit different market conditions. The simulations were great for trying and testing ideas, and working with live charts made the learning feel practical and real.

Jarrod R – a lot more confidence in my knowledge and skills

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

Wealthwise Educatiion's 'Options for Success' Workshop is the only option trading training to take in Australia. It was excellent training for improving my skills and knowledge.  Trustworthy. No gimmicks.

John S – trustworthy and no gimmicks

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

The 'Invest for Success' program provided me with the necessary knowledge to be able to trade successfully in the stock market. The workshop was well-structured, and they shared their knowledge and method to be able to be successful. The four weekly tutorial sessions after the workshop, ensured the trading tools were setup. The exercises consolidated and reinforced the Wealthwise trading method.

Mike C. – knowledge to trade successfully

The atmosphere during 'Invest for Success' was very relaxed and friendly. It was all very good, however, I found the technical analysis and structured rules for entry, exit, profit taking, risk management the most useful part for improving my skills and knowledge - A1!  David and Kate complemented each other well as presenters, thanks to their contrasting styles. Both were excellent communicators.

John E, Accountant – excellent communicators

Wealthwise Education's "Invest for Success" provides important fundamentals & technical rules to keep you consistently safe without high risk in the share markets. The course is ideal for both complete beginners & traders with some experience.  It allows you to learn a lot of content in a short amount of time without it being over-complicated. David is incredibly knowledgeable showcasing his experience & how he conducts his trading.  While Kate is very hands-on, teaching you in a personalised way, ensuring you can apply & understand the course material.

Conan L – learnt a lot in a short time

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.

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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