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Financial Planning and Control

Client Success Stories: Meet a Couple in Their 50s with Retirement on Their Mind

We're thrilled to share some real-life client stories that highlight the incredible benefits of financial advice.   Clients: Sarah & Mike - in their 50s.  Main goal: Preparing for retirement in 10 years and wanting to maximise this next period.  Value of receiving advice:  Reduce Expenses, Increase Savings  Working with us, ...
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The Hidden Treasure Map to Wealth: Benefits of Financial Planning 

Are you someone who's always on the go, juggling work commitments, family time, and the occasional attempt at self-care? Do you dream of building wealth and securing your financial future but feel like you're navigating uncharted waters? Well, fear not, because today we're diving deep into the world of financial ...
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Unlock the Mystery: What’s Really Different Between a Financial Planner and a Financial Advisor? 

Your Guide to Financial Planner Vs Financial Advisor: A Unified Approach  In today's fast-paced world, where balancing professional commitments with personal aspirations often feels like an art form, understanding the nuances of financial planning and advice is crucial. Interestingly, in the realm of finance, the distinction between financial planners and ...
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Retire Early in Australia: Secrets to Quit by 45

Do you dream of retiring early and enjoying the freedom of doing what you love, when you love, and where you love? If so, you are not alone. Many Australians aspire to achieve financial independence and retire early, or FIRE for short. But how do you get there? What does ...
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How a Car Broker Can Turbocharge Buying a New Car

If you're constantly looking for ways to maximise your productivity and make savvy decisions that grow your wealth, this insight's for you. Today, let's explore a unique approach to wealth accumulation that doesn't involve the usual investment suspects. Instead, it's all about making smart choices in everyday decisions—like purchasing a ...
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Elevate your financial experience with the Wealth Portal 

Welcome to a brighter financial future! As your dedicated financial advisors, we're excited to unveil the Wealth Portal, a dynamic tool designed to revolutionise your journey towards financial prosperity. This innovative application, available on both mobile and desktop, is your new financial command centre. Here's why the Wealth Portal is ...
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    7Wealth Credit Guide

    Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.

    7Wealth Pty Ltd ABN 44609210246 is a Corporate Authorised Representatives and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licensee 512550. 7Wealth Pty Ltd is a Credit Representative of Australian Finance Group Ltd ABN 11 066 385 822 (AFG) Australian Credit Licence 389087.