From the start, James was clearly interested in our situation, allowing us to tell our story first before helping us to define our goals. Only then did he use that information to formulate a very comprehensive plan that will allow us to achieve our financial goals. More than just a financial plan, we now have a clearly defined direction to how we can achieve our dreams of home ownership, supporting our kids and our future plans for retirement.
We were very happy with the professional advice and service we received from James. James always goes above and beyond. Thank you .
7Wealth immediately went to work straight away, I recouped their advice fee within the first month of managing my fund! 7Wealth can breakdown complex financial scenarios into an easy to understand 'down to earth' format, ensuring you make the right decisions and get the most out of your investment.
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.
James is very honest, professional, informative and meticulous in his approach in providing us with a high quality client profile. James' research provided us with good solid facts, a deep understanding of our options ensuring we are fully informed of the choices available while tailoring and structuring our finances to create and consolidate our wealth to ensure our transition into retirement is very easy and stress free. James listens to what we want and adjusts his recommendations so they fit with our needs and has provided a personalised professional service to keep us fully informed. The advice we have received immediately resulted in a positive outcome for us both now and into the future. We have no hesitation in recommending James to our colleagues, friends and family for his high level of service, financial education and advice and look forward to a long and productive relationship with him. Chris & Leonie Johnston
7Wealth Pty Ltd5a Hamilton Street
Gisborne, VIC 3437
- 9:00am – 5:00pm Monday – Friday
- Video call
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce
Cobalt Advisers Pty Ltd