WHO WE ARE
Trusted Experts Helping You Retire with Confidence
WHO WE ARE
Guiding You Toward Financial Success with Expertise, Strategy, and Trust.
OUR STORY
7Wealth is more than a financial planning firm—it’s a mission to help people take control of their money and create a life they love. Founded by James, a financial adviser who’s passionate about wealth creation, we empower you with smart strategies for a brighter future.
We believe in living life to its fullest, which is why we integrate freedom, exploration, and smart financial choices into our approach. Just like James’ own journey, we help you explore new possibilities in your financial life, so you can turn your dreams into reality.
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 a financial adviser who helps clients turn their financial goals into reality, but he’s also an adventurer at heart. Together with his wife Vanessa and their three children—Sophia, Beau, and Huxley—James spent 15 months traveling Australia in a caravan. They embraced the beauty and diversity of the country while learning to balance work, life, and the pursuit of meaningful goals.
At 7Wealth, James and his family bring their experiences of freedom and financial empowerment into everything they do, sharing insights that can help you live life on your own terms.
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, we believe that financial freedom isn’t just a dream—it’s a plan. We’re dedicated to helping couples in their 50s take control of their wealth, retire at 60 with confidence, and live life on their own terms. Through smart strategies and expert guidance, we simplify the path to financial security, ensuring our clients enjoy a future that’s not just comfortable, but truly fulfilling.
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 personalized 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 realized, 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.
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.
7Wealth 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.
1.Financial Control & Cash Flow
3.Tax Optimisation
5.Personal & Income Protection
7.Super & Retirement Planning
2.Debt Strategy & Management
4.Property & Wealth Building
6.Investing & Wealth Growth
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.
Financial Protection
Tax You Pay
Personal Protection
Superannuation and Retirement
Debt Management
Property
Investment and Savings
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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