Innovative Thinking. Infinite Possibilities.
Mike & Em (32 & 25) were able to pull back to one income to spend more time with their first child.
*We were fighting to stay on top of our mortgage, with our first baby on the way. That’s when we engaged Tristan from IWM to utilise his expertise in helping us achieve financial freedom. We did this initially by setting up a budget and getting an estimate of the Centrelink benefits we could expect. It worked out better for us to move out of our home and rent it out, at the time, which saved us over $10,000 pa and made it easier to step down to one income. We put life and income protection insurance in place to protect our family, seeing as we’re very financially stretched at this stage of our life, and are now even putting aside regular savings for our little guy’s future. We feel confident about achieving our financial goals and know we have reliable support if and when anything changes in the future. Thank you Tristan!*
Mike & Em Tong*
Corrie (27) turned no assets and a car loan into his first investment property.
*When I met the team at IWM I was young and earning good money as a boiler maker but I was in debt pretty far on my car loan. Just two years on, and I’ve now paid off all my debt, got a deposit down on my first investment property and am working towards my second investment. I know i’m on track to be able to replace my regular income with investment income by the time I’m 35. I’m really happy to be working with them!*
Paul (30) had no savings and had never set a plan for his financial future. He’s since become engaged and has purchased their first home.
*I approached Jake to get more information on what financial options were available for me, as a mid-20s professional. Jake immediately understood my focus was investing for the future and gave me preliminary advice on what financial goals I could achieve. Following a thorough analysis of my current financial situation Jake developed a comprehensive, personalised financial plan. Jake met with me and explained each section of the financial plan. This was particularly insightful as Jake demonstrated the rationale on why he recommended certain financial investment options, which were tailor made to my needs. Jake has regularly provided me with updates on my financial plan and has facilitated every aspect of my investment. I appreciated Jake’s thoroughness, professionalism and approachability and I would recommend IWM to any young professionals that are seeking sensible financial advice.*
Koula (56) was left to manage her finances by herself after she was divorced but is now confident with a plan in place for her retirement.
*My time spent with IWM was extremely worthwhile for me. I found Jake to be not only reliable and honest but committed to me as a client. His explanations to my questions were always clear and, if he wasn’t immediately available when I had a question, then he was prompt in returning my call. He used plain English to explain the policies and repeated information when asked too. I never felt rushed or ‘talked into’ a product.*
Geoff (57) had seen financial planners in the past, but had never found how valuable they could really be until he met the team at IWM.
*My previous experience with financial planners has not been good, but IWM have proven to be something quite different.
I am very competent at managing my day to day finances but didn’t know much about the various investment options which were available. Tristan was able to immediately help me put in place a nifty strategy which saves me over $10,000 every year. I wish I knew about this sooner.*
Bill (85) was a retiree trying to get by on superannuation, but with the help of his adviser, was able to gain the age pension and improve his retirement lifestyle.
*I was referred to Jake Ruse at Innovative Wealth Management by my accountant. Jake met with me and explained to me the details I needed to know about investing money. He answered thoroughly all the questions I asked either over the phone or in person. He was instrumental in creating a financial plan which suited my investment needs and was also responsible for obtaining a part age pension for me from Centrelink. I found Jake Ruse to be very polite and most co-operative. I highly recommend IWM to anyone seeking a financial planner.*
We’re doing our job when you are achieving your goals.
If you would like to learn more about how we can help you, please take advantage of our online financial fitness check-up. This check-up will provide you with an immediate and valuable insight into your financial position.
Our most recent clients are saying…
“Professional, passionate, extremely knowledgeable – wouldn’t hesitate to recommend.”
“Extremely helpful and knowledgeable. Explained our options simply and easily for us to understand. Not pushy but suggesting the options open to us.”
“I would highly recommend them, which I have already done to many of my clients.”
“If you are looking for a good financial planner who understands how to set up your finances, give IWM a call.”
“Excellent customer service and great advice”
“Personalised and dedicated service with the client’s best interests at the forefront of every decision made.”
“The team at IWM are switched on and go above and beyond to ensure you have the products you need, and not the ones they want to sell.”
“Definitely give Jake a call, it will be time well spent. Your call may prove to make all the difference to your future.”
“If you have a financial goal to achieve and you want someone to plan you a route to achieve it, then you should go to Innovative Wealth Management”
“I would not seek financial advice elsewhere”
*The above client testimonials and other testimonials listed on this website reflect true events and are endorsed by genuine clients of Innovative Wealth Management. Clients results are only illustrative of the possible future result of working with Innovative Wealth Management or of employing our services. There is no guarantee that you will achieve the same results as any of these clients described here. Each client’s outcome can be influenced by their own decisions and behaviour, and by other factors generally outside their control, such as economic and political conditions etc. If you would like to speak with someone from our team about any of the testimonials listed here on this website, please call 1300 205 292.*