top of page

Are we the right Financial Planner?

By focusing on a specific type of clients, I have been able to develop a deep understanding of their unique financial needs, challenges, and goals. This specialized expertise allows me to provide highly tailored advice and solutions that align with their specific circumstances, ensuring the best possible outcomes.

Untitled_edited_edited.jpg

Busy and Successful Entrepreneurs

Are you a driven and accomplished entrepreneur juggling multiple responsibilities, striving for success in your business ventures, and seeking to optimize your personal finances? As a financial planner, I understand the unique challenges you face, and I'm here to help you unlock your financial potential while maximizing your valuable time.

Untitled.png

Pre-Retirees and Retirees

Are you a high net worth individual on the cusp of retirement, eagerly anticipating the next chapter of your life? As a seasoned financial planner, I specialize in guiding individuals like you through the intricate journey of pre-retirement planning, ensuring your financial independence and a retirement that exceeds your expectations.

Our Services

Notes

Testimonials

What My Clients Have to Say

I’ve always been committed to helping my clients thrive and reach their goals. Every unique client is important to me, and it’s my pleasure to share some of their reviews with you. For additional feedback, get in touch today.

7 FP has provided me with professional expert sound advice. 7 FP's advisers and support staff are very professional and approachable.

Kevin L

Contact Me

711 High Street, Kew East VIC 3102

Phone: +61 3 9087 3937

Thanks for submitting!

Subscribe Form

Phone:+61 3 9087 3937

711 High Street, Kew East VIC 3102

©2020 by 7 Financial Planning.

TJ Wealth Management Pty Ltd T/A 7 Financial Planning 1261911 is an authorised representative of Wealth Today Pty Ltd AFSL 340289.

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of  TJ Wealth Management Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time to time TJ Wealth Management Ltd representatives or associates may hold interest in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.”​

bottom of page