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. Were 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. Id 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.
Feb 17th, 2020

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.
Apr 5th, 2019

I have highly recommend James and the team at 7Wealth countless times to clients. We have seen first hand the great financial planning advice they provide, they are up to date with the latest rules, take the time to look at clients individual circumstances and are honest and very transparent.
Nov 24th, 2018

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 :)
Aug 2nd, 2018

James provided sensible, easy to understand advice and answered all of our questions about the insurance we were purchasing. He was happy to catch up with us after hours which was really helpful and was always very friendly. Would highly recommend.
May 31st, 2017