7Wealth

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.

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!

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.