7Wealth
750 Collins Street, Melbourne, Victoria 3008
About the Business
Welcome to 7Wealth, a financial planning firm located in Melbourne, Australia. Situated on Collins Street, our institution offers a range of services including accounting, establishment, finance, insurance agency, and is a point of interest for those seeking financial empowerment.
Founded by James, a passionate Financial Adviser, 7Wealth is not just a typical financial planning firm. It is a story of adventure, passion, and empowerment. James, along with his wife Vanessa and their three children, Sophia, Beau, and Huxley, embarked on a 15-month journey across Australia, exploring the beauty and diversity of this amazing country. This spirit of adventure and exploration is reflected in our approach to helping clients achieve their financial goals.
At 7Wealth, we understand the importance of maximizing your superannuation and ensuring you have the income you desire when you retire. We also recognize the need for protection against unforeseen circumstances, providing you with peace of mind knowing that your income and family are safeguarded. Additionally, we offer services to businesses, recognizing the value of your employees in the success of your organization.
Our team of experts is dedicated to helping individuals and families manage their wealth. We believe that financial control leads to greater happiness in life, regardless of income level. It's not about how much money you have, but rather feeling in control of how you spend it. We are here for every major milestone in your life, whether it's getting married, starting a family, moving overseas, or planning for retirement. Our dedicated financial advisers will guide you through these experiences, making them less stressful and more reassuring.
Don't just take our word for it. Our satisfied clients have shared their experiences with us. One client, Samantha, highlighted how James helped her family by suggesting better ways to invest their super and implementing a more appropriate insurance policy. Another client, Aaron, praised James for improving their cash flow and helping them save thousands on their mortgage.
Please note that the information provided on our website is of a general nature and does not constitute financial or taxation advice. We recommend seeking personalized advice that takes into account your specific objectives, needs, and circumstances before making any investment decisions.
7Wealth Pty Ltd is a Corporate Authorised Representative of Cobalt Advisers Pty Ltd, an Australian Financial Services Licensee. We are also a Credit Representative of Australian Finance Group Ltd.
Photos
Hours open
Monday:
09:00 - 21:00
Tuesday:
09:00 - 21:00
Wednesday:
09:00 - 21:00
Thursday:
09:00 - 21:00
Friday:
09:00 - 21:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I first approached James at 7Wealth as we felt we needed some strategies to help us get ahead and reach our financial goals. Opening up about your money habits can feel a bit intimidating, but James’s friendly, realistic and supportive approach made us feel instantly comfortable and motivated to get started. Working with James has helped us to understand how little changes can make a big difference. He really encouraged us to work together and communicate regularly to keep us on track and presented solutions that were informative, goal oriented and easy to understand. We are much more on top of our goals now than we would have been without seeking advice. We feel that since working with James, we are better equipped to move forward and more in control of where we want to be financially. We would highly recommend James at 7Wealth to anyone who wants to be on top of their budget and we look forward to working with 7Wealth again in the future."
"Initially, my partner & I had several debts from spontaneous spending decisions. But we decided to seek out James to control our everyday spending as well, we felt each day like we were overspending, had no idea what we were even spending our money on, or how to successfully track it without being overwhelmed. We are now several months in with James and we would recommend (and already have) him to anyone, especially people our age. Not only has he helped us eliminate debt, but he has taught us new skills, ways of thinking and viewing situations, and provided ongoing support throughout the whole process, only ever a text away! If you are ever unsure about your finances, or where to begin - My tip would be to start right here. Ryan & I look forward to our meeting every month as part of the 7Wealth Gym Program, and to be so excited about talking about our finances each month is something we both never imagined! We both thank you so much James, very very grateful!"
"We would very happily recommend James and his team for financial planning services. At a time of significant personal and financial change for us, he showed experience, understanding and professionalism at all times. He met us at times and locations which were highly convenient to us and ultimately delivered a customised service to help us today and in the future."
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