7Wealth makes the complex simple.

save-money

Our financial advisors know the best way to
save you money and time while
protecting your family’s future
and growing your wealth.

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We do this by offering 7 financial planning
services for individuals and families plus
solutions for business owners
wanting to live smarter, not harder.

Personal Solutions

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Financial Planning & Control

  • Feel confident and relaxed knowing every decision you make for your financial future is the best one
  • Understand where every dollar is being spent and improve your cash flow
  • Prepare for life changes and answer the big questions like, should I repay my mortgage or salary sacrifice?
  • Manage redundancy payouts and divorce settlement payouts
  • Read more about Financial Planning and Control
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Debt Management

Help you understand debt and the terms
that come with it, like repayments and
interest rates

  • Manage your mortgage, personal loan, credit and store cards also maximise features you pay for
  • Strive towards a debt free date
  • Stop the feeling like you can’t get anywhere with the debt you have
  • Read more about Debt Management 
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Property Investment

Help you get the home of your dreams

  • Understand property investment and strategies you can leverage
  • Model what your financial situation would look like if you bought a house or investment property
  • Read more about Property Investment
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Tax Reduction

Use the rules to your advantage so
you’re not paying more tax than
needed.

  • Maximize deductions and utilise tax structures
  • Understand salary packaging and if it’s an option
  • Be rest assured when tax time rolls around
  • Read more about Tax Reduction
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Superannuation & Retirement Planning

Understand your super: where it is, how
much you have how it can stretch
further and how much you’ll need when
you’re done workings

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Savings & Investments

We can help you start a savings plan.

  • Start a savings and investment plan for you and your children
  • Review what products you’re currently using to see if they’re working and if not, find something better
  • Help find a professional broker
  • Use our expertise in savings accounts, managed funds, listed securities, shares and debentures, exchange traded funds and gearing to grow your your wealth.
  • Read more about Savings & Investments
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Personal Protection Insurance

Understand the four types of protection:

  • Income Protection, Life Insurance, TPD Insurance and Trauma Insurance
  • Review what protection you already have then help work out what else you need or don’t need
  • Secure your income with the right amount of cover
  • Business Expense insurance for peace of mind your business can operate without you
  • Read more about Personal Protection Insurance
http://7wealth.com.au/wp-content/uploads/2016/05/financial-control-img.jpg

Financial Planning & Control

  • Feel confident and relaxed knowing every decision you make for your financial future is the best one
  • Understand where every dollar is being spent and improve your cash flow
  • Prepare for life changes and answer the big questions like, should I repay my mortgage or salary sacrifice?
  • Manage redundancy payouts and divorce settlement payouts
  • Read more about Financial Planning and Control
http://7wealth.com.au/wp-content/uploads/2016/05/debt-management-img-1.jpg

Debt Management

Help you understand debt and the terms
that come with it, like repayments and
interest rates

  • Manage your mortgage, personal loan, credit and store cards also maximise features you pay for
  • Strive towards a debt free date
  • Stop the feeling like you can’t get anywhere with the debt you have
  • Read more about Debt Management 
http://7wealth.com.au/wp-content/uploads/2016/05/property-img.jpg

Property Investment

Help you get the home of your dreams

  • Understand property investment and strategies you can leverage
  • Model what your financial situation would look like if you bought a house or investment property
  • Read more about Property Investment
http://7wealth.com.au/wp-content/uploads/2016/05/tax-img.jpg

Tax Reduction

Use the rules to your advantage so
you’re not paying more tax than
needed.

  • Maximize deductions and utilise tax structures
  • Understand salary packaging and if it’s an option
  • Be rest assured when tax time rolls around
  • Read more about Tax Reduction
http://7wealth.com.au/wp-content/uploads/2016/05/superannuation-retirement-img.jpg

Superannuation & Retirement Planning

Understand your super: where it is, how
much you have how it can stretch
further and how much you’ll need when
you’re done workings

http://7wealth.com.au/wp-content/uploads/2016/05/savings-investments-img.jpg

Savings & Investments

We can help you start a savings plan.

  • Start a savings and investment plan for you and your children
  • Review what products you’re currently using to see if they’re working and if not, find something better
  • Help find a professional broker
  • Use our expertise in savings accounts, managed funds, listed securities, shares and debentures, exchange traded funds and gearing to grow your your wealth.
  • Read more about Savings & Investments
http://7wealth.com.au/wp-content/uploads/2016/05/personal-protection-img.jpg

Personal Protection Insurance

Understand the four types of protection:

  • Income Protection, Life Insurance, TPD Insurance and Trauma Insurance
  • Review what protection you already have then help work out what else you need or don’t need
  • Secure your income with the right amount of cover
  • Business Expense insurance for peace of mind your business can operate without you
  • Read more about Personal Protection Insurance

Business Solutions

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7Wealth works with large and small companies to improve their employee’s financial future and strive to become employers of choice.

This respected label demonstrates that businesses believe that quality superannuation and insurance offerings are key benefits in attracting and retaining good staff.

7Wealth Business clients also benefit from a suite of services to help them understand and manage compliance requirements including fund reports, policy committee and SuperSteam standard requirements by June 30, 2016.

We offer clients a complete education program plus assistance with enquiries and administration for them and their staff.

7Wealth wants to ensure employers and employees are properly engaged with their superannuation fund so it’s relevant to both their needs. After all, many people regard superannuation as their biggest asset after owning their own home.

To spread the word on super, 7Wealth hosts member seminars and ensures communications are open constantly through fact sheets, one-on-one support and newsletters. Our education is targeted, which means you’re shown directly how superannuation fits into the broader scheme of financial planning.

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