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7Wealth
5a Hamilton Street, Gisborne, Victoria, Australia
About 7Wealth
Welcome to 7Wealth, located at 5a Hamilton Street in Gisborne, Australia. As a multi-faceted institution, we offer a range of services including accounting, finance, insurance agency, and financial planning. But we are more than just a financial planning firm - we are a story of passion, adventure, and empowerment.
Our founder, James, is not only a Financial Adviser but also an adventurer who has explored the beauty and diversity of Australia with his wife Vanessa and their three lovely children. This sense of adventure and exploration is infused into our approach to financial planning, as we believe in helping our clients achieve financial empowerment leading to brighter futures and fulfilled lives.
At 7Wealth, our primary goal is to help you maximize your superannuation and ensure you have the income you desire when you retire. We also understand the importance of protecting your income and family in case of the unforeseeable. With our expertise in finance and insurance, we can guide you in making the right decisions to safeguard your future.
We recognize that employees are valuable assets to the success of any business. That's why we offer tailored solutions to help you manage your employee benefits and ensure their financial well-being.
Our team of experts is dedicated to helping individuals and families manage their wealth effectively. We believe that financial control leads to greater happiness in life, regardless of income level. With our guidance, you can live smarter, not harder, and feel in control of your finances.
We understand that major life milestones can be both exciting and overwhelming. That's why we believe that a trusted financial adviser should be there to lend a helping hand during these moments. Whether you're getting married, having kids, starting a business, or planning for retirement, our dedicated advisers can make these experiences less stressful and more reassuring.
Don't just take our word for it - hear what our clients have to say. Samantha and Aaron from Woodend were able to improve their savings dramatically and gain control over their cash flow with the help of James and his team at 7Wealth. Another client recouped their advice fee within the first month of managing their fund, while others have praised James for his honesty, professionalism, and meticulous approach to financial planning.
Please note that the information on this website is of a general nature and does not constitute financial or taxation advice. We recommend seeking personalized advice specific to your needs before making any investment decisions.
7Wealth Pty Ltd ABN 44609210246 is a Corporate Authorised Representative authorized through Cobalt Advisers Pty Ltd ABN 64 628 654 099, an Australian Financial Services Licensee 512550. 7Wealth Pty Ltd is also a Credit Representative of Australian Finance Group Ltd ABN 11 066 385 822 (AFG) Australian Credit Licence 389087.
Photos of 7Wealth
5a Hamilton St, Gisborne VIC 3437, Australia
Opening hours of 7Wealth
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews of 7Wealth
"James and Ben were fantastic helping my partner and I prepare everything we needed to build our first home. Over a few sessions, Ben assessed our finances, educated us on everything we needed to know as first home buyers and gave us clear directions on the steps we needed to take going forward. Our future financial goals feel clear and achievable following the meetings with the team. We’re keen to put everything into practice now, reap the rewards and catch up with the 7wealth team when we have new questions on how we can be better financially. I’d encourage anyone thinking about getting their first home, anyone wanting to get on top of the finances, or even ask some questions about money to get in touch with James or Ben."
"We uses James @ 7 Wealth for a Debt Analysis. This was a process that took some time (compliance requirements and analysing our spending) however I can say well worth the small amount of time actually invested in this process. James was able to show us how we can reduce our debt significantly, and pay off our house way sooner than expected. It was easy, informative, and very empowering in the end, highly recommended service :)"
"James has a wealth of knowledge regarding all aspects of financial planning. Whether you be a first home buyer, require assistance with your superannuation or advice on any financial matters 7 Wealth will be able to assist. Give them a call for some expert advice and the first meeting I believe is free."
"James was extremely helpful, and went above and beyond to sort out my super and income protection. He took his time to weigh up and explain the different options, and made it much easier and clearer for me to make decisions. With his help I am in a much better place financially then I could have expected, with clear goals set up for the future."
"Following the purchase of our first home together, it was important for my partner and I to have the right level of cover to ensure we were adequately protected. James made the process simple and easy, ensuring we each had the correct limits, he even managed to negotiate cover for my pre-existing medical conditions! Really happy with the end result and the high level of communication throughout the process."
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