7Wealth

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.

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. We’re 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. I’d 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.

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 :)

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.

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.

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.

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.