Innovative Thinking. Infinite Possibilities.

Testimonials

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.

Paul

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.

Koula Thambyah

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.

Geoff Smithson

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.

Bill Murray

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.

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