Innovative Thinking. Infinite Possibilities.
Innovative Wealth Management is a leading financial advisory firm providing tailored financial solutions for our clients. Through our service, we analyse your financial situation, develop a financial plan, implement strategies and provide ongoing support and advice. We pride ourselves on providing objective advice and innovative solutions in light of changing economic and legislative times.
We believe that each family in Australia deserves to be free from debt and have access to the knowledge and tools required to become financially independent.
We’ve identified three key business values which reflect how we view money and how we interact with our clients and partners:
- People before progress – Our priority is achieving client goals by providing sound financial planning advice. We focus on building trusted relationships with our clients and associated professionals.
- Excellence – We don’t settle for ‘decent’ or ‘better than before’. We seek excellence in determining complete holistic financial solutions for our clients. Excellence is rare to come by in this world and is the standard we measure ourselves against.
- Playing to our strengths We deliver fantastic financial plans and achieve our client’s life goals. We partner with trusted professionals (i.e. Accountants, solicitors etc.) in order to provide holistic financial solutions for our clients.
What you can expect from working with us
BCom (Eco & Fin), Adv Dip FS, MFAA, JP
CERTIFIED FINANCIAL PLANNER ®
Authorised Representative of Charter Financial Planning AFSL 234665
Jake’s priority is to deliver articulate and easy to understand financial plans. He believes the real challenge of financial advice lies in seeing the big picture and analyzing all the working parts. A financial plan is the backbone of any financial strategy which ensures success.
- Wealth Professional Top 50 adviser 2012
- AFA Financial Planner of the year finalist 2011& 2012
- Finalist for Local Business Person of the Year 2010 & 2012
- Finalist in the Local Business Awards 2010, 2011 & 2012