Save, Protect & Grow
Your Future.
Do you want to work
out your finances
and become
financially fit?
muscle and join the
7Wealth – Wealth Gym
Who We Are
7Wealth is more than just a financial planning firm. It’s a story of passion, adventure, and empowerment. Founded by James, a Financial Adviser who knows first-hand the joys and challenges of wealth creation, 7Wealth is dedicated to helping you achieve financial empowerment leading to even brighter futures and fulfilled lives.
James is not only a Financial Adviser who helps clients achieve their financial goals, but also an adventurer who loves exploring new horizons. Along with his wife Vanessa and their three lovely children – Sophia, Beau and Huxley, James has travelled around Australia for 15 months in a caravan, discovering the beauty and diversity of this amazing country.
Read moreFinancial Planning Services Melbourne
Financial Control
Know your wealth and feel in control
Debt Management
Be debt free faster or grow your wealth
Property
Building an investment property portfolio.
Tax You Pay
No one wants to pay more tax than they have to, use the tax rules to your advantage.
Superannuation & Retirement
Maximise your super and ensure you have the income you want when you retire.
Personal
Protection
Know your income and family is
protected if the unforeseeable
does happen.
Investments & Savings
Build an investment portfolio
Business Solutions
We know how valuable your employees are to the success of your business.
Financial Control
Know your wealth and feel in control
Debt Management
Be debt free faster or grow your wealth
Property
Building an investment property portfolio.
Tax You Pay
No one wants to pay more tax than they have to, use the tax rules to your advantage.
Superannuation & Retirement
Maximise your super and ensure you have the income you want when you retire.
Personal
Protection
Know your income and family is
protected if the unforeseeable
does happen.
Investments & Savings
Build an investment portfolio
Business Solutions
We know how valuable your employees are to the success of your business.
Why Use A Financial Advisor?
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.
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.
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.
Testimonial
“It wasn’t until I used an adviser that I realised the risk I was putting my family under. I thought I was appropriately insured and had my super invested in the right areas. James helped me by both suggesting better ways to invest my super, taking into account my age and future goals. This was a seamless process. James also suggested and helped implement a more appropriate insurance policy for my family so that if the unfortunate happens my family is very well protected financially.”
Brent & Stacey – Tasmania
“My husband and I went to 7Wealth to help us understand and manage our cash flow. James created us a budget to fit our lifestyle and goals and advised us on how to correctly set up our bank accounts in order to maximise our savings.James has also saved us thousands on our mortgage, helped us set up income protection and super aswell. For the short-time we have had our new budget set up our savings has improved dramatically and we are more in control with our cash flow than ever before.We would highly recommend James to anyone that needs a little more assistance to take control of their finances and improve their savings. James is very professional and honest, he is upfront with his advice fees from the beginning and is committed to making sure you get the most out of his services.” Samantha & Aaron – Woodend
“7Wealth immediately went to work straight away, I recouped their advice fee within the first month of managing my fund! 7Wealth can breakdown complex financial scenarios into an easy to understand ‘down to earth’ format, ensuring you make the right decisions and get the most out of your investment.”
James – Camberwell
We are 5 years away from retirement – James (7Wealth) is very honest, professional, informative and meticulous in his approach in providing us with a high quality client profile. James’ research provided us with good solid facts, a deep understanding of our options ensuring we are fully informed of the choices available while tailoring and structuring our finances to create and consolidate our wealth to ensure our transition into retirement is very easy and stress free.
Chris & Leonie – Launceston
Our Location
Melbourne
Level 4, 750 Collins Street, Melbourne, Victoria
By Appointment Only
Gisborne
5a Hamilton 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
5a Hamilton Street Gisborne, Victoria.
Launceston
21 Charles Street South, Launceston, Tasmania
By Appointment Only
