What Wealth Within does

Wealth Within is an Australian share trading education company co-founded in 2002 by Dale Gillham and headquartered in Carlton, Melbourne. It serves individual retail investors and self-directed traders — primarily in Australia but with global online reach — through a vertically integrated stack of accredited education, published content, and regulated investment vehicles. Its core products are government-accredited trading courses (Diploma of Share Trading and Investment, code 11398NAT, accredited by ASQA; plus Trading Mentor, Short Course, Advanced Trading Strategies, and Forex courses), supported by bestselling books (e.g., 'How to Beat the Managed Funds by 20%', with 21,000+ copies sold), DVDs, bundled investment packs, a learning centre, the Talking Wealth Podcast, and a weekly Australian Stock Market Show livestream.

The underlying technology is a website-based interactive online learning platform that delivers video content globally, supplemented by e-commerce for digital and physical goods and a separate member portal (wealthwithininstitute.com). Through Wealth Within Limited (ACN 088 389 913, AFS Licence No: 226347), the company also operates two ASIC-regulated managed investment schemes — the Direct Equity Managed Account Service (ARSN: 134 092 201) and the Global One Scheme (ARSN: 153 394 597) — which extend its footprint from education into regulated investment management. Education is delivered through a separate entity, Wealth Within Institute Pty Ltd (ACN 116 394 837).

The business model is direct-to-consumer and product-led: revenue comes from one-time course fees starting at A$1,997 (with multi-year payment plans), low-ticket book/DVD/bundle sales (A$29.95–A$119.95, with some titles offered freemium via shipping-only fees), and fees on managed investment schemes. GTM combines self-serve online enrollment with a consultative pre-enrolment interview for higher-ticket courses, amplified by content marketing (podcast, YouTube show, learning centre, PR features in outlets such as U.S. News, CNBC, Bloomberg and the Australian Financial Review) and 746 combined reviews at 4.9/5 stars. The company is privately held, founder-led, has 11–50 employees, reports no external funding or M&A history, and discloses no revenue figures.

Name

Wealth Within

Legal name

Wealth Within Limited

Website

https://wealthwithin.com.au

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Wealth Within is an Australian share trading education company founded in 2002 by Dale Gillham, serving retail investors and self-directed traders with ASQA-accredited courses, bestselling books, podcasts, livestreams, and ASIC-regulated managed investment schemes.

Ownership category

akta.pro rank

Product category

Financial Education & Share Trading Training

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Services-Educational Services (8200), Investment Advice (6282)

akta.pro primary industry

Investments & Capital Markets (Trading, Portfolio, Derivatives) (EDABAJAI)

akta.pro secondary industries

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Share trading education
• Government-accredited diploma
• Trading courses
• Stock market education
• Investment education

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure

Revenue model

1. Educational Courses: Revenue from government-accredited trading courses including Trading Mentor, Short Course, Diploma, Advanced Trading, and Forex courses. Fees vary by program starting from $1,997. Payment plan options available.
2. Books: Sale of investment books by Dale Gillham including Accelerate Your Wealth ($29.95), How to Beat the Managed Funds by 20% (free with shipping), and Book Bundles ($29.95).
3. Videos/DVDs: Sale of educational video presentations including Seeds of Wealth ($59.00) and How to Create a Powerful Portfolio ($79.00).
4. Investment Packs: Bundled products combining books and videos: Investors Pack ($99.95), Traders Pack, and Investment Bundle ($119.95).
5. Managed Account Services: Wealth Within Limited operates the Direct Equity Managed Account Service (ARSN: 134 092 201) and Global One scheme (ARSN: 153 394 597) as responsible entity, receiving remuneration related to investments in these products.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Wealth Within sells government-accredited share trading education courses (Trading Mentor, Short Course, Diploma of Share Trading and Investment, Advanced Trading Strategies, Forex Trading) delivered online, alongside physical books, DVDs, and bundled investment packs. The company also operates managed investment schemes (Direct Equity Managed Account Service and Global One Scheme) as a responsible entity. Its flagship methodology is a proprietary 5-Step Trading Approach combining price, pattern, and time analysis.

Product overview

Wealth Within is an Australian share trading education company offering a portfolio of government-accredited courses (Diploma of Share Trading and Investment, Trading Mentor Course, Short Course, Advanced Trading Strategies, Forex Trading) alongside financial services (Direct Equity Managed Account Service, Global One Scheme). The product ecosystem includes a Learning Centre with articles and guides, a Shop selling books, DVDs, and bundled investment packs (Investors Pack, Traders Pack, Investment Bundle), plus support services. The core value proposition is a practical 5-step trading approach validated by 20+ years of student results, distinguishing itself from theory-focused educators through real-world application and mentoring support.

Differentiator

Problem solved

Functional benefit

Products and services

• Diploma of Share Trading and Investment A government-accredited (ASQA) Diploma qualification (11398NAT) covering technical and fundamental analysis across five modules, delivering a structured 5-step trading approach for becoming a consistently profitable trader. Issued through a Registered Training Organisation (RTO) and nationally recognised in Australia.
• Trading Mentor Course A foundational trading course designed for beginners that builds profitable trading foundations and helps test fit for a trading career before committing to longer programs. Delivered in an interactive online environment accessible worldwide.
• Short Course in Share Trading A self-contained share trading course covering the first three Diploma modules, suitable for those wanting to become consistently profitable with mentor support. Includes an interview and pre-training review.
• Advanced Trading Strategies Course An advanced trading course teaching sophisticated techniques such as Elliott Wave analysis and time analysis to refine skills and boost profitability, with enrolment by application only.
• Forex Trading Course Forex and CFD-focused training for already profitable traders looking to amplify results and create cashflow through leveraged markets.
• Direct Equity Managed Account Service A registered managed investment scheme (ARSN: 134 092 201) operated by Wealth Within Limited as responsible entity, holding financial assets for retail and wholesale clients under an AFS Licence (No: 226347) issued by ASIC.
• Global One Scheme An IDPS-like registered managed investment scheme (ARSN: 153 394 597) which holds derivatives and financial assets for retail and wholesale clients, operated by Wealth Within Limited as responsible entity.
• Seeds of Wealth (DVD) A 2.5-hour video presentation by Dale Gillham revealing strategies of the top 10% of profitable traders, including how to create growth and cash flow regardless of market direction.
• How to Create a Powerful Portfolio (DVD) A 2-hour video presentation providing timeless strategies for better portfolio management, increasing returns while lowering risk.
• How to Beat the Managed Funds by 20% A bestselling book by Dale Gillham providing practical DIY share market investment strategies and demonstrating how to beat managed funds by 20% or more; over 21,000 copies sold.
• Accelerate Your Wealth An award-winning book by Dale Gillham on taking control and investing directly in the stock market with simple, workable wealth-building strategies.
• Book Bundle A bundled package containing both of Dale Gillham's bestselling books: 'How to Beat the Managed Funds by 20%' and 'Accelerate Your Wealth', priced at A$29.95 plus shipping (also available with audiobook for A$45.45).
• Investors Pack An investment pack including the book 'How to Beat the Managed Funds by 20%' and a Seeds of Wealth DVD, providing practical approaches to profiting consistently from the stock market; priced at A$99.95 plus P&H.
• Traders Pack An investment pack including 'Accelerate Your Wealth' book and the Seeds of Wealth DVD, with strategies for taking control of stock market investments.
• Investment Bundle A comprehensive bundle containing Seeds of Wealth DVD, How to Create a Powerful Portfolio DVD, How to Beat the Managed Funds by 20% book, and Accelerate Your Wealth book; priced at A$119.95 plus P&H.

Quantifiable outcome

• 96.5% of students rate education quality as excellent or very good
• +4 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators9 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/wealthwithin

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Within