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Financial Advisory & Planning
Comprehensive financial plans tailored to your goals — whether you're building wealth, protecting your family, or preparing for a major life change.
Ivanhoe East, Melbourne VIC 3079
Your Financial Future, Planned with Purpose
Seven Mile Financial Services provides trusted, personalised financial advice to families and individuals across Melbourne. From retirement planning to investment management — we're here for every stage of your financial journey.
Retirement PlanningSuperannuationInvestment ManagementEstate PlanningFamily-Focused Advice
Office hours: Mon–Wed 8am–6pm | Thu–Fri 8am–5pm
Level 1
239 Lower Heidelberg Rd
Ivanhoe East VIC 3079
About Us
Personalised Financial Guidance for Every Stage of Life
Seven Mile Financial Services Pty Ltd is an Ivanhoe East–based financial advisory practice dedicated to helping Melbourne families and individuals build lasting financial security. We combine professional expertise with a genuinely personal approach — because we believe great financial advice starts with truly understanding the people we work with.
Family-Centred Advice
We take the time to understand your whole picture — your goals, your family, and your future. No generic advice, just guidance built around you.
Trusted & Experienced
With deep expertise across financial planning, superannuation and investment management, we give you confidence that your money is in safe hands.
Local & Approachable
Based in Ivanhoe East, we are your local Melbourne financial advisers. Call us, drop in, or get in touch online — we make advice accessible.
What We Do
Comprehensive Financial Services
From day-to-day money management through to long-term wealth creation and estate planning — we provide expert advice across every aspect of your financial life.
Super StrategiesPension PlanningTransition to Retirement
Retirement & Superannuation Strategies
Plan your ideal retirement with confidence. We help you maximise your super, structure contributions and create income streams for the years ahead.
Shares & FundsAsset AllocationPortfolio Review
Investment Management
Grow and protect your wealth with a disciplined investment strategy covering shares, managed funds and other assets suited to your risk profile.
BudgetingTax PlanningDebt Management
Cashflow, Budgeting & Tax Strategy
Take control of your finances with smart cashflow planning, personal budgeting and tax-effective strategies that keep more money working for you.
Wills & EstateAged CarePowers of Attorney
Estate & Aged-Care Financial Planning
Protect your legacy and plan for aged-care needs with expert guidance on wills, powers of attorney, estate structuring and aged-care funding options.
Ready to Start?
Let's Talk About Your Financial Future
Call us today or send an enquiry — we're here to help you take the next step with confidence.
Service Area
Serving Ivanhoe East & Greater Melbourne
While our office is located in Ivanhoe East, we work with clients across Melbourne and beyond. Whether you prefer to meet in person or online, our advisers are available to help you wherever you are.
Primary Locations
Ivanhoe EastIvanhoeHeidelbergEaglemontRosannaViewbank
Also Servicing
BundooraMacleodWatsoniaGreensboroughMontmorencyElthamTemplestoweDoncasterKewNorthcotePrestonCarltonMelbourne CBDGreater Melbourne
Contact Us
Address
Level 1, 239 Lower Heidelberg Road
Ivanhoe East VIC 3079Phone
03 9038 8290Email
rob@7milefs.com.auOffice Hours
Mon–Wed: 8:00am – 6:00pm
Thu–Fri: 8:00am – 5:00pm
What Clients Say
Trusted by Melbourne Families
We're proud to support families and individuals in making confident financial decisions. Here is what some of our clients have shared about working with us.
"Seven Mile gave us a clear retirement plan when we had no idea where to start. Professional, patient and genuinely caring — highly recommend."
S.M.
S.M.
Melbourne, VIC
"Rob took the time to understand our family's goals and put together a strategy that actually made sense to us. Great communication throughout."
D.K.
D.K.
Melbourne, VIC
"Brilliant advice on our superannuation. We feel so much more confident about the future now. Friendly, approachable and thorough."
A.T.
A.T.
Melbourne, VIC
* Placeholder reviews — replace with verified client testimonials before publishing.
Get In Touch
Start Your Financial Journey Today
Send us a message and one of our advisers will be in touch shortly. Or call us directly for a faster response.
Phone
03 9038 8290Address
Level 1, 239 Lower Heidelberg RoadIvanhoe East VIC 3079
Hours
Mon–Wed: 8:00am – 6:00pm
Thu–Fri: 8:00am – 5:00pm