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.
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Who We Are
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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.
What We Do
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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.
Meet Us
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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.
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