We specialise in helping couples in their 40s & 50s earning $200,000+ who want to retire at 60 with financial security and confidence. Our clients often still have a small mortgage, are paying too much tax, and are unsure how to structure their money for retirement.

If you're unsure whether you're on track for retirement, paying too much tax, or not making the most of your super and investments, a financial adviser provides a clear plan and expert guidance to help you retire with confidence.

Everyone’s needs are different, but for most of our clients, a goal of $100,000 per year in retirement income provides financial freedom and flexibility. We help you structure your wealth to make this possible.

We optimise your super contributions, investment strategies, and tax structures to legally reduce your tax bill—both while you work and in retirement. Keeping more of your money means more for your future.

Super is just one piece of your retirement plan. Without a clear strategy, you could be paying high fees, missing tax benefits, or not investing wisely. We help ensure your super is working for you.

We’ll discuss your current financial situation, goals, and challenges, and outline how we can help you retire at 60, debt-free, and tax-efficiently. There’s no pressure—just clarity.

Our fees depend on the level of advice and support you need. During your Free Discovery Session, we’ll discuss your goals and outline how we can help. If we’re the right fit, we’ll provide a clear breakdown of any fees before you make any decisions—no surprises, no pressure.

7Wealth operates under the Cobalt Advisers Australian Financial Services Licence (AFSL), meaning we are not tied to any banks or product providers. Our advice is tailored to what’s best for you, not influenced by commissions or sales targets. We focus on helping you retire at 60 with confidence, using strategies that align with your goals—not anyone else’s.

It’s easy! Book your Free Discovery Session today and let’s start creating your retirement plan. Book Now.