Following the purchase of our first home together, it was important for my partner and I to have the right level of cover to ensure we were adequately protected. James made the process simple and easy, ensuring we each had the correct limits, he even managed to negotiate cover for my pre-existing medical conditions! Really happy with the end result and the high level of communication throughout t... More

Following the purchase of our first home together, it was important for my partner and I to have the right level of cover to ensure we were adequately protected. James made the process simple and easy, ensuring we each had the correct limits, he even managed to negotiate cover for my pre-existing medical conditions! Really happy with the end result and the high level of communication throughout the process. Less

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.... More

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. Less

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 service... More

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. Less

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.... More

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. Less

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!... More

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! Less

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.... More

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. Less

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... More

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. Less

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 financia... More

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! Less

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.... More

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. Less

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 en... More

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 :) Less

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 differe... More

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. Less

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... More

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. Less

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 ... More

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! Less

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.... More

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. Less

My husband and I went to 7Wealth to help us understand and manage our cash flow. James created us a budget to fit our lifestyle and goals and advised us on how to correctly set up our bank accounts in order to maximise our savings. James has also saved us thousands on our mortgage, helped us set up income protection and super aswell. For the short-time we have had our new budget set up our savin... More

My husband and I went to 7Wealth to help us understand and manage our cash flow. James created us a budget to fit our lifestyle and goals and advised us on how to correctly set up our bank accounts in order to maximise our savings. James has also saved us thousands on our mortgage, helped us set up income protection and super aswell. For the short-time we have had our new budget set up our savings has improved dramatically and we are more in control with our cash flow than ever before. We would highly recommend James to anyone that needs a little more assistance to take control of their finances and improve their savings. James is very professional and honest, he is upfront with his advice fees from the beginning and is committed to making sure you get the most out of his services. Less

As retirement approached I was very unsure about the best options to take for investments. Through discussions we were able to work through a most beneficial strategy. It was a great result for me and I have confidence for the years ahead.Thanks... More

As retirement approached I was very unsure about the best options to take for investments. Through discussions we were able to work through a most beneficial strategy. It was a great result for me and I have confidence for the years ahead.Thanks Less

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.... More

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. Less

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.... More

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. Less

James was extremely helpful, and went above and beyond to sort out my super and income protection. He took his time to weigh up and explain the different options, and made it much easier and clearer for me to make decisions. With his help I am in a much better place financially then I could have expected, with clear goals set up for the future.... More

James was extremely helpful, and went above and beyond to sort out my super and income protection. He took his time to weigh up and explain the different options, and made it much easier and clearer for me to make decisions. With his help I am in a much better place financially then I could have expected, with clear goals set up for the future. Less

Following the purchase of our first home together, it was important for my partner and I to have the right level of cover to ensure we were adequately protected. James made the process simple and easy, ensuring we each had the correct limits, he even managed to negotiate cover for my pre-existing medical conditions! Really happy with the end result and the high level of communication throughout t... More

Following the purchase of our first home together, it was important for my partner and I to have the right level of cover to ensure we were adequately protected. James made the process simple and easy, ensuring we each had the correct limits, he even managed to negotiate cover for my pre-existing medical conditions! Really happy with the end result and the high level of communication throughout the process. Less