James Harris

7Wealth Pty Ltd

Silver
7 Yrs Experience
Gisborne, VIC 3437

Recent reviews

7Wealth Pty Ltd

5a Hamilton Street
Gisborne, VIC 3437

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were very happy with the professional advice and service we received from James. James always goes above and beyond. Thank you ."

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It wasn't until I used an adviser that I realised the risk I was putting my family under. I thought I was appropriately insured and had my super invested in the right areas. James helped me by both suggesting better ways to invest my super, taking into account my age and future goals. This was a seamless process. James also suggested and helped implement a more appropriate insurance policy for my family so that if the unfortunate happens my family is very well protected financially."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found James advice for our future retirement down to earth and he is available always for advice and queries. We highly recommend James to all our friends to help in achieving their financial goals."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand James's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was James able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that James's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend James to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with James?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where James provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of James may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with James Harris
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens