James and Vanessa Harris are a Melbourne based couple that started 7 Wealth because they wanted to be the kind of financial planners & advisors that really help people understand and finally feel in control of their finances. Financial planning can be a scary concept, but with the right support, planning and honesty, James and Vanessa believe it needn't be.
The couple has tackled the real-world challenges many do: managing single incomes, budgeting for holidays, preparing for a child's education, and sacrificing special treats to pay the bills. It's been tough at times, but James and Vanessa have pulled through and are taking what they've learnt and got really good at (financial planning, that is) to help you and your family.
The couple has tackled the real-world challenges many do: managing single incomes, budgeting for holidays, preparing for a child's education, and sacrificing special treats to pay the bills. It's been tough at times, but James and Vanessa have pulled through and are taking what they've learnt and got really good at (financial planning, that is) to help you and your family.
Services
We get asked a lot about our name, and the answer's simple: 7 is the lucky number plus you need numbers to plan your day and life. It also forms our seven specialist areas of wealth. So you see, it was a match made in heaven. That's why we're thrilled to be part of the AMP Cancer Council Pro Bono Program, which supports people affected by cancer across Regional Victoria by offering the expertise of a qualified financial advisor free of charge.
Just like going to the gym to get fit or loose weight, you get your own personal trainer to keep your finances in check and help you grow your wealth. You have what it takes to become financially fit and the Wealth Gym program will help you get there. Manage your mortgage, personal loan, credit and store cards also maximise features you pay for.
7Wealth wants you to get on track and manage your wealth well, and it all starts with a Hello. We have offices in Gisborne, Melbourne and Launceston but the power of technology means we can chat to you wherever you are in the country. We offer online sessions with a financial advisor for long distance clients via FaceTime, Skype, or Zoom.
Reviews (6)
Evangelist Odifiri Oisagbai
Dec 01, 2021
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I'm so excited right now, and I can't keep this alone to myself. I saw a review on a page about MR. ZAHEER EEDRIS on how he helps people make money from Forex/Crypto trading as well as Stock and Binary options. I decided to contact Mr. Zaheer and invested as little as $500. To my greatest surprise, I made a profit of $6,800 within 7 days. This is… the best investment I've ever had and I'm so grateful to Mr. Zaheer for helping me manage my trading account. For those of you looking for a good investment and want to invest in Crypto, Forex and Binary options, Mr. Zaheer is the best account
Best Boy Bulus Bala
Oct 13, 2021
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Looking for the best FOREX & STOCK Account Manager? Then I've brought you to all good news that George Stephanie is the Best FOREX, STOCK, BINARY OPTION & IQ OPTION online Trader, Ever since she started trading for me, I have never had any reason to regret my knowing her... contact her now Email:Georgestephanie831@gmail.com WhatsApp:+16269898464
Katie Wright
Nov 13, 2018
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We 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 be 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
Chantel Gilbert
Jun 18, 2018
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Sam Diamantopoulos
Jun 01, 2018
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My husband and I went to 7Wealth to help us understand and manage our cash flow. James created us a budget to fit our lifestyle and goals and advised us on how to correctly set up our bank accounts in order to… maximise our savings. James has also saved us thousands on our mortgage, helped us set up income protection and super aswell. For the short-time we have had our new budget set up our savings has improved dramatically and we are more in control with our cash flow than ever before.
We would highly recommend James to anyone that needs a little more assistance to take control of their
We would highly recommend James to anyone that needs a little more assistance to take control of their
Cynthia Pearce-Luck
Sep 30, 2016
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I would like to express my satisfaction and support for James Harris at 7wealth, Gisborne. James has provided me with the latest investment information and recommendations regarding my superannuation and implementing salary sacrifice strategies. James was very professional and efficient in the services he provided to me. I would not hesitate in recommending James.
