2026-02-18T08:59:51.027Z

We have had the pleasure of working with our financial planner - James and his team at 7 Wealth - for over 10 years, and the experience has been exceptional from start to finish. Their expertise, integrity, and consistent guidance have given us complete confidence in our financial future.Over the years, James has helped us navigate market changes, plan for major life milestones, and make well-informed financial decisions. What truly sets James and his 7 Wealth Team apart is their personal approach - they take the time to understand our goals, explain options clearly, and ensure we feel comfortable every step of the way.James and his 7 Wealth Team are proactive with their communication and attention to detail which has been invaluable. We always feel supported, heard, and well advised. It's rare to find someone who combines deep financial knowledge with genuine care for their clients.We highly recommend James and the 7 Wealth Team to anyone looking for a trustworthy, knowledgeable, and dedicated financial planner. Working with them for the past decade has been one of the best decisions we've made for our family's financial well-being.

2025-11-19T07:05:55.087Z

I have had a wonderful experience with James and his team at 7Wealth. They were able to advise me on superannuation, pension entitlements and other finance matters. I found them very easy to contact and they explained things to me clearly.

2025-11-03T02:56:42.557Z

Sitting down for an introductory chat with James felt like talking to that really clever friend who quickly understood what we're trying to achieve and made some solid suggestions. Supportive, generous with his time, and not just out to sell a service if that's not the best way forward. Highly recommend.

2025-09-05T21:42:51.025Z

2025-08-17T00:17:27.044Z

We were recommended by our accountant in Gisborne to 7 Wealth for our retirement planning.Our journey with 7 Wealth has been a highly professional and beneficial one. No aspects were too difficult and the team were always available to assist us.We couldn’t recommend 7Wealth highly enough and commend James, Shayla and the team for their exemplary expertise.

2025-07-25T07:59:48.126Z

For a number of years now James has helped us with advice and support across all aspects of our finances from bank account setup, home loan options and superannuation contributions. He is very knowledgeable, patient and is always happy to answer all our questions. We cannot recommend James and the team at 7Wealth highly enough.

2025-07-01T22:09:09.848Z

Thank you James & team at 7Wealth, your assistance with managing my superannuation and home loan account. I had been anticipating a great deal of fuss & paperwork associated with accessing my super. The fact of the matter was that the process was very easy & stress free. The transfer from my superannuation account to my banking account and then on to my loan account was speedy and very well managed. Thank you to yourself and team members again for a job well done.

2025-06-17T23:50:15.897Z

I cannot speak highly enough of my experience with James from 7 Wealth in Gisborne, Victoria. From the very beginning, James has been incredibly supportive, knowledgeable, and genuinely invested in my success. He brings a level of education and care to wealth management that many of us missed out on in school—but absolutely need in our adult lives.What sets James apart is his ability to connect financial goals with personal values. This approach has been a complete game changer for me. I used to believe that I couldn’t break my poor spending habits or achieve meaningful financial goals, but James proved otherwise. Through regular coaching conversations and thoughtful accountability, he helped me understand my patterns and build new, healthier financial habits.James doesn’t just offer advice—he empowers you with the tools, mindset, and clarity to grow your own wealth in a way that feels authentic and achievable. I am forever grateful for this experience and for the lasting impact it’s had on my life.Thank you for everything, James. Your work truly makes a difference.

2025-05-05T00:13:43.662Z

Working towards retirement.

2025-03-30T22:00:04.280Z

We recently worked with James at 7 Wealth and I could not recommend them highly enough. Their advice was sound, practical, reflected what we were comfortable risk wise and importantly, they were very genuine in their approach. We will work with them again in the future when the need arises.

2025-03-12T22:24:44.949Z

I was pleased with the efficient service by James and his team. The process involved collating all the details of my finances and future aspirations and during our online meetings James explained in detail his recommendations, backed up by resarch, charts and statistics, and took time to answer all my queries. I was happy with the options he offered moving forward and would recommend his services to anyone looking for assistance with their financial planning.

2025-02-17T01:37:35.872Z

I approached James for advice on taking control of major financial changes in life, after several family members had very positive experiences with him. He was extremely professional and friendly, and made everything very clear. Online appointments made it even easier to meet. I definitely came away feeling more confident about the situation and would 100% ask his advice again.

2025-02-06T01:11:35.277Z

Having waited too long to get decent financial advice it was a relief to spend time with James sorting out what we needed to do going forward. He immediately saved us money by sorting out insurances, etc and helped us maximise our super.The process was easy and convenient, and well worth doing...thanks to all the team!

2024-12-16T02:41:27.200Z

James and the team were great. They took the time to assess our needs, our stage of life and our current circumstances and then built a platform for us to build our financial wealth. We would recommend 7Wealth if you need help taking control of your financial world.

2024-11-04T06:58:55.825Z

We came to 7Wealth to help us get ready for retirement. As we had never seen anyone previously we only had our Super. After help from 7Wealth, we have found a much better way to manage our day to day finances as well as our life insurances and Super funds being fine tuned to help us manage them better. They answered all of our questions and helped us to feel more confident about our retirement plans. I highly recommend them, the sooner the better.

2024-10-30T01:09:41.817Z

I began working with James and the team at 7 Wealth in 2021, and I can't recommend them enough. Thanks to their guidance and diligent goal setting, I was able to purchase my first property. The entire process was seamless, with James and the team providing constant support and updates. They educated me every step of the way, from loan approval to the final purchase. If you’re looking for financial planning, goal setting, and property investment expertise, look no further than James and 7 Wealth!

2019-04-11T06:49:06.552Z

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.

2018-12-02T20:37:50.811Z

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 :)

2018-11-13T03:56:07.000Z

We 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 be 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.

2018-11-13T03:51:40.431Z

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.