7Wealth makes the complex simple.
Our financial advisors know the best way to
save you money and time while
protecting your family’s future
and growing your wealth.
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
7 Wealth Gym
Welcome to the Wealth Gym, the program that tackles your money head on.
- Just like going to the gym to get fit or loose weight, you get your own personal trainer to keep your finances in check and help you grow your wealth.
- You have what it takes to become financially fit and the Wealth Gym program will help you get there.
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
- We have a Mortgage Broker to help setup your new mortgage or refinance your existing mortgage
- To shred your existing debt quicker – don’t repay your mortgage over 30 years
- To have debt the way you want, NOT your bank (who makes money from you)
- How to use debt to create wealth
- Stop the feeling like you can’t get anywhere with the debt you have
- Read more about Debt Management
Property Investment
Create wealth through property
- Understand property investing and strategies you can leverage
- Build a property portfolio
- Residential and commercial investment properties
- A team of experts to help plan, purchase and manage
- Model what your financial situation would look like buying an investment property or building a portfolio
- Read more about Property Investment
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
Superannuation & Retirement Planning
Understand your super: where it is, how
much you have, how to build the balance and how much you’ll need when
you’re ready to retire
- Advice and strategies on how to transition to retirement
- Find the best fund for you
- Read more about Superannuation & Retirement Planning
Savings & Investments
We can help you start a savings plan and build a portfolio.
- 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
- Build an investment portfolio
- Use our expertise in savings accounts, listed securities, shares, exchange traded funds and gearing to grow your your wealth.
- Read more about Savings & Investments
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
- Key Person insurance for peace of mind your business can operate without you
- Read more about Personal Protection Insurance
7 Wealth Gym
Welcome to the Wealth Gym, the program that tackles your money head on.
- Just like going to the gym to get fit or loose weight, you get your own personal trainer to keep your finances in check and help you grow your wealth.
- You have what it takes to become financially fit and the Wealth Gym program will help you get there.
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
- We have a Mortgage Broker to help setup your new mortgage or refinance your existing mortgage
- To shred your existing debt quicker – don’t repay your mortgage over 30 years
- To have debt the way you want, NOT your bank (who makes money from you)
- How to use debt to create wealth
- Stop the feeling like you can’t get anywhere with the debt you have
- Read more about Debt Management
Property Investment
Create wealth through property
- Understand property investing and strategies you can leverage
- Build a property portfolio
- Residential and commercial investment properties
- A team of experts to help plan, purchase and manage
- Model what your financial situation would look like buying an investment property or building a portfolio
- Read more about Property Investment
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
Superannuation & Retirement Planning
Understand your super: where it is, how
much you have, how to build the balance and how much you’ll need when
you’re ready to retire
- Advice and strategies on how to transition to retirement
- Find the best fund for you
- Read more about Superannuation & Retirement Planning
Savings & Investments
We can help you start a savings plan and build a portfolio.
- 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
- Build an investment portfolio
- Use our expertise in savings accounts, listed securities, shares, exchange traded funds and gearing to grow your your wealth.
- Read more about Savings & Investments
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
- Key Person insurance for peace of mind your business can operate without you
- Read more about Personal Protection Insurance
Business Solutions
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.
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
“I am so grateful to have James working with me to formulate strategies to meet my financial goals. His outstanding knowledge, expertise and manner have given me the confidence to know that I have chosen best possible plans for my circumstances. He is easy to understand and took the time to do the research and formulate the right package for me. He has proven himself to be superior in his field and I appreciate that he is always accessible to me as my adviser for ongoing support and advice. I have absolutely no hesitation in recommending this impressive professional to anyone seeking his stand out advice as a Financial Adviser.”
Nicole – Sydney
“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
