WHAT WE DO
Save, Protect & Grow Your Wealth for a Secure Retirement
WHAT WE DO
Helping You Build, Protect & Grow Your Wealth with Confidence.
7Wealth Makes the Complex Simple
We simplify retirement planning, debt reduction, and wealth growth, so you can focus on living life—not stressing over finances.
Our 7 key services help couples in their 50s save money, protect their future, and retire at 60 with confidence.
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.
By offering 7 financial planning services for individuals and families plus solutions for business owners wanting to live smarter, not harder.
Tailored Financial Strategies for a Confident Retirement
Financial Control & Cash Flow
We help you take control of your finances by optimising cash flow and budgeting. With personalised strategies, we ensure long-term financial security and goal achievement.
Debt Strategy & Management
We help you develop a customised plan to pay off debt faster and reduce interest costs. With smart strategies and expert advice, we guide you toward financial freedom and a more secure future.
Property & Wealth Building
We help you grow wealth through property with tailored strategies that maximise returns, minimise risks, and build a solid portfolio for long-term financial success.
Tax Optimisation & Structure
We help minimise tax liabilities with tailored strategies, ensuring you keep more of your hard-earned money. Our expert approach maximises deductions and financial position.
Superannuation & Retirement Planning
We help optimise your super and create a retirement plan tailored to your goals. With expert guidance, we ensure you’re on track for a comfortable, fulfilling future.
Investing & Wealth Growth
We help you build wealth through tailored investment strategies focused on long-term growth, maximising returns and minimising risks to secure your financial future.
Personal & Income Protection
We provide Income Protection, Life, TPD, and Trauma Insurance to safeguard your income and loved ones. We review your coverage to ensure the right protection for your needs.
PERSONAL SOLUTIONS
Financial Planning
At 7 Wealth, financial planning is about more than just numbers—it’s about securing your future and achieving financial freedom. Our expert advisors help you take control of your finances, minimize tax, manage debt, and grow your wealth strategically.
Debt Management
Understand your debt, repayments, and interest rates to take control of your finances. Manage your mortgage, personal loans, and credit while maximizing the benefits you’re already paying for. Our expert mortgage broker can help you set up a new mortgage or refinance your existing one.
Property
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
Tax Reduction
Use the rules to your advantage so you’re not paying more tax than needed.Maximize deductions and utilise tax structuresUnderstand salary packaging and if it’s an optionBe rest assured when tax time rolls around
Superannuation & Retirement Planning
We will help you 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 retirementFind the best fund for you
Savings & Investments
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.
Personal 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 coverKey Person insurance for peace of mind your business can operate without you
What Are Our Customers Saying ?
What Are Our Customers Saying ?
FAQS
Who do you work with?
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.
Why do I need a financial adviser?
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.
How much money do I need to retire comfortably?
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.
How can you help me pay less tax?
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.
I already have super, isn’t that enough?
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.
What’s included in the Free Discovery Session?
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.
What are your fees?
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.
Are you independent?
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.
How do I get started?
It’s easy! Book your Free Discovery Session today and let’s start creating your retirement plan. Book Now.
FAQS
What does 7Wealth specialize in?
At 7Wealth, we provide expert financial planning, investment strategies, and wealth management solutions to help you achieve financial security and long-term growth.
How can a financial advisor help me?
We help you create a personalized financial strategy, covering areas like investments, retirement planning, tax efficiency, and wealth protection—so you can grow and safeguard your wealth.
Is the initial consultation really free?
Yes! Our strategy session is 100% free and designed to help you understand how we can support your financial goals with no obligation.
Do you only work with high-net-worth individuals?
No! Whether you’re just starting your financial journey or already have substantial assets, we tailor our strategies to your unique situation and financial aspirations.
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
7Wealth Pty Ltd ABN 44609210246 is a Corporate Authorised Representatives and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licensee 512550.
7Wealth Pty Ltd is a Credit Representative of Australian Finance Group Ltd ABN 11 066 385 822 (AFG) Australian Credit Licence 389087.
7Wealth Pty Ltd 2018 | Privacy Policy | Terms and Conditions | Sitemap
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.
7Wealth Pty Ltd ABN 44609210246 is a Corporate Authorised Representatives and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licensee 512550.
7Wealth Pty Ltd is a Credit Representative of Australian Finance Group Ltd ABN 11 066 385 822 (AFG) Australian Credit Licence 389087.
7Wealth Pty Ltd 2018 | Privacy Policy | Terms and Conditions | Sitemap
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