Instrumental - Responsible - Polite

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.

William Murray
Belmore

I have known Jake Ruse for several years and I approached him 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 Miles

Glenfield