7Wealth 5a Hamilton Street, Gisborne, Victoria 3437

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.