About the business
Financial Advisors & Planners Melbourne - 7 Wealth | Save, Protect & Grow Your Future
Your trusted Melbourne Financial Planner & Advisor. 7 Wealth can help you manage your debt, grow your wealth, and plan your retirement. Financial planning can be a scary concept, but with the right support, planning and honesty it needn’t be. Understand and become in control of your finances, click here to learn more.
7wealth was unreal with helping me and my patner with our financial situation. We will be on going customers :)
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.
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 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.