News & Media

At SeventySeven Wealth Management we want to keep you well informed about our latest updates,
to help you get to know us and our business a little better.

SeventySeven Wealth Management
Posted: January 2026by SeventySeven

Financial Service Jargon Buster

We have created a financial services jargon buter to help you understand some of the terminology used when seeking advice about your retirement... ⁠

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SeventySeven Wealth Management
Posted: January 2026by SeventySeven

Welcome Jon Bourne

Jon has joined the SeventySeven family as a Wealth Management Consultant. A growing interest in financial matters naturally led him into the world of finance... ⁠

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SeventySeven Wealth Management
Posted: January 2026by SeventySeven

Welcome Jake Constable

Jake has joined the SeventySeven family as a Wealth Management Consultant. With a strong personal interest in finance and a Diploma in Regulated Financial Planning.... ⁠

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SeventySeven Wealth Management
Posted: December 2025by Cameron Erskine

Beyond diversification

All investors understand the principle of diversification: spread your capital across asset classes, industries, and geographies to increase your exposure... ⁠

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SeventySeven Wealth Management
Posted: December 2025by David Summers

Allowances for older carers

More and more of us find ourselves looking after each other if we are already the older generation or looking after our parents and other elderly relatives... ⁠

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SeventySeven Wealth Management
Posted: December 2025by Julie King

Eighteen years, two thousand coffees & a very full heart

I came in as a receptionist. Paul apparently said, “we’ll give her three months,” and somehow, I ended up running the client care team, surviving an office move... ⁠

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