7wealth
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7Wealth, located in Gisborne, Victoria, is a financial planning firm focused on assisting individuals, families, and businesses in achieving financial empowerment through expert wealth management, investment strategies, and personalized financial planning. They cater specifically to couples in their 40s and 50s who earn around $200,000 and are navigating challenges such as debt repayment and tax optimization.
Founded by financial adviser James, who brings both passion and experience in wealth creation, 7Wealth aims to guide clients towards secure retirement at 60, debt-free living, and effective wealth structuring. Their services encompass cash flow management, property investment strategies, tax advice, superannuation maximization, and wealth protection for family legacies.
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