Financial Planning and Control
Avoid Costly Mistakes: How to Bulletproof Your Banking Security.
I wanted to share a story that highlights a common issue many people face. Recently, someone paid their builder’s invoice, but the payment ended up in the wrong account. This happened because either the builder’s or the customer’s email was intercepted. It’s a scary thought, but there are steps you ...
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Are You Paying a Loyalty Tax? Here’s How to Save!
The total cost of loyalty taxes across various sectors in Australia could be as high as $3.6 billion annually! Today, we want to highlight an issue that many of us face but often overlook: the loyalty tax. This is the extra cost you might be paying for staying loyal to your ...
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The 4 Financial Seasons of Life
Welcome to the journey of financial wellness! Just as the seasons change, so do our financial landscapes, each presenting unique opportunities and challenges. At 7Wealth, we understand that everyone's financial journey is unique. That's why we've crafted a framework to help you identify where you are and what steps to ...
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Client Success Stories: Achieving Early Retirement
Are you dreaming of retiring in your 50s, living debt-free, and enjoying a comfortable lifestyle until the end of your days? It's not just a dream – it's a reality for our clients, and we're excited to share their success story with you! Client Success Story: Early Retirement in Your ...
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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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