7Wealth

Welcome to 7Wealth - The Wealth Gym, a financial planning firm that champions passion, adventure, and empowerment. Our company is the brainchild of James, a seasoned Financial Adviser who has personally experienced the thrill of wealth creation and the difficulties that come with it. As a Financial Adviser, James has made it his life's mission to help individuals and families achieve financial empowerment, enabling them to live brighter futures and fulfilled lives.

James is not just a Financial Adviser, but also an adventurer at heart. Together with his lovely wife Vanessa and their three fantastic children - Sophia, Beau and Huxley, James embarked on a 15-month journey across Australia in a caravan, taking in the breathtaking beauty and diversity of this incredible country.

At 7Wealth, we provide a wide range of financial planning services tailored to your needs, ensuring that you take control of your finances and achieve financial success. We understand that every person's financial situation is unique, and our team of expert Financial Advisers works diligently to provide personalised advice and strategies that align with your financial goals.

Our Services

At 7Wealth, we offer a comprehensive suite of financial planning services to help you take control of your finances, including:

*Financial Control:* With our financial control services, you can gain a better understanding of your wealth, providing you with the peace of mind that comes from feeling in control of your financial situation.

*Debt Management:* Our debt management services can help you become debt-free faster or grow your wealth by providing you with effective strategies for managing your debt and maximising your financial resources.

*Property:* Our property services focus on building an investment property portfolio that aligns with your financial goals, providing you with passive income and long-term wealth.

*Tax You Pay:* No one wants to pay more tax than they have to, which is why we offer tax planning services that utilise tax rules to your advantage, maximising your after-tax returns.

*Superannuation & Retirement:* We specialise in superannuation and retirement planning services, ensuring that you have the income you want when you retire and that your super is invested wisely, taking into account your age and future goals.

*Personal Protection:* Our personal protection services focus on safeguarding your income and your family's financial security in the event of unexpected events.

*Investments & Savings:* We offer investment advice and portfolio management services, helping you build wealth and save for the future by investing wisely in assets that align with your financial goals and risk tolerance.

*Business Solutions:* We understand how valuable your employees are to the success of your business, which is why we offer a variety of employee benefit and business planning services that help you attract and retain talent while maximising your business's financial success.

Why Use A Financial Advisor?

At 7Wealth, we believe that everyone can benefit from the services of a financial advisor, regardless of their income level. Financial advisors are experts at helping individuals and families manage their wealth, providing them with greater financial control and the ability to live smarter, not harder.

Research consistently shows that individuals and families that have greater financial control are much happier in life. It's not necessarily about having more money; it's about feeling in control of how you spend it. Even people with low incomes can be happy, as long as they feel in control of their finances.

A trusted financial advisor should be there for every significant milestone that people experience, whether it's getting married or divorced, having kids or moving overseas, being promoted or starting a business, buying a home or saving for retirement. A dedicated financial advisor can make these experiences less stressful and more reassuring, providing personalised financial advice and strategies that align with your unique financial situation and goals.

Testimonials

Brent & Stacey - Tasmania: "It wasn't until we used an adviser that we realised the risk we were putting our family under. We thought we were appropriately insured and had our super invested in the right areas. James helped us by suggesting better ways to invest our super, taking into account our age and future goals. This was a seamless process. James also suggested and helped implement a more appropriate insurance policy for our family so that if the unfortunate happens, our family is very well protected financially."

Samantha & Aaron - Woodend: "7Wealth immediately went to work, and I recouped their advice fee within the first month of managing my fund! 7Wealth can breakdown complex financial scenarios into an easy to understand 'down to earth' format, ensuring you make the right decisions and get the most out of your investment

James - Camberwell: "We are 5 years away from retirement, and I sleep better at night knowing that my finances are being managed by a professional. James has been fantastic and has taken a lot of stress out of managing my superannuation and investments. I can't recommend James highly enough and look forward to continuing to work with him in the future."