Who We Are
Our Story
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 an even brighter future and fulfilled lives. Whether you want to build your wealth further, travel Australia or the World, expand your investment properties or share portfolios, have accountability or help making decisions, retire early, or just don’t have time to manage your wealth to its potential, James and his team have the expertise to guide you through every stage of your journey.
Our Founder
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. They have lived life in its simplest and most meaningful form, learning how to balance work and life, and how to turn goals and a dream into reality. They want to share their insights and strategies with you, so you can have the freedom to live life on your terms.
Our Vision
At 7Wealth, they believe that everyone deserves the freedom to live life on their own terms and be true to themselves. That’s why they provide personalised financial empowerment to people from all walks of life. Through innovative strategies and unwavering dedication, they’re pioneering a new era of wealth management, where each individual’s dreams are realised, leading to even brighter futures and fulfilled lives.
Our Values
1. Connection: We connect with our clients, team, and community. We build authentic and lasting relationships based on trust and respect.
2. Experience: We explore new opportunities, learn from different perspectives, and deliver exceptional experiences to our clients and ourselves.
3. Present: We appreciate the details, focus on the essentials, and enjoy the journey. We are mindful of our actions and their impacts.
4. Wellbeing: We nurture our physical and mental health. We promote a balanced and sustainable lifestyle that supports our well-being, happiness and performance.
5. Purpose: We plan with intention, execute with excellence, and achieve with passion. We create value and meaning for our clients and ourselves.
At 7Wealth, we believe
that everyone deserves
the freedom to live life
on their own terms and
be true to themselves.
7 Wealth the Luckiest Number
We get asked a lot about our name, and the answer’s simple: 7 is the lucky number plus you need numbers to plan your day and life. It also forms our seven specialist areas of wealth. So you see, it was a match made in heaven.
Giving Back
7Wealth values the importance of giving to those in the community who really need help.
We support local and international charities that help children.
If you are a charity group linked to supporting children, please give us a call.
