Do you want to work
out your finances
and become
financially fit?

It’s time to flex your money
muscle and join the
7Wealth – Wealth Gym
Learn More
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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 more

Financial Planning Services Melbourne

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Financial Control

Know your wealth and feel in control

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Debt Management

Be debt free faster or grow your wealth

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Property

Building an investment property portfolio.

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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

Build an investment portfolio

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Business Solutions

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

Why Use A Financial Advisor?

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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

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