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Who We Are

James and Vanessa Harris started 7 Wealth because they wanted to be the kind of financial planners or advisors that really help people understand and finally feel in control of their finances. Financial planning can be a scary concept, but with the right support, planning and honesty, James and Vanessa believe it needn’t be.

The couple has tackled the real-world challenges many do: managing single incomes, budgeting for holidays, preparing for a child’s education, and sacrificing special treats to pay the bills. It’s been tough at times, but James and Vanessa have pulled through and are taking what they’ve learnt and got really good at (financial planning, that is) to help you and your family.

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Financial Planning Services

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Financial Control

Know your wealth and feel in control

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Debt Management

Be debt free faster

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Property

1st home owner, dream home or investment property are you on track with your property.

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Tax You Pay

No one wants to pay more tax than they have to, use the tax rules to your advantage.

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Superannuation & Retirement

Maximise your super and ensure you have the income you want when you retire.

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Personal
Protection

Know your income and family is
protected if the unforeseeable
does happen.

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Investments & Savings

Have a plan for a rainy day or grow your current savings faster.

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Business Solutions

We know how valuable your employees are to the success of your business.

Why Use A Financial Planner?

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Live Smarter

It’s simple: we’re experts at helping
individuals and families manage their
wealth. A financial adviser can help you live
smarter, not harder.

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Greater Financial Control

Research concludes that individuals and families that have greater financial control are much happier in life. It’s not necessarily the more money you have the happier you are. Even people with low incomes can be happy, as long as they feel in control of how they spend it.

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Tailored Financial Advice

For every major milestone that people experience, a trusted financial adviser should be there to lend a helping hand, whether it’s getting married or getting divorced, having kids or moving overseas, being promoted or starting a business, buying a home or saving for retirement. A dedicated financial adviser can make these experiences less stressful and more reassuring.

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Testimonial

Our Location

Melbourne

Level 4, 750 Collins Street, Melbourne, Victoria

By Appointment Only

Gisborne

Gisborne Business Centre, 13 Goode Street Gisborne, Victoria.

Launceston

21 Charles Street South, Launceston, Tasmania

By Appointment Only

Melbourne

Level 4, 750 Collins Street, Melbourne, Victoria

By Appointment Only

Gisborne

Gisborne Business Centre, 13 Goode Street Gisborne, Victoria.

Launceston

21 Charles Street South, Launceston, Tasmania

By Appointment Only