Jake Ruse

Innovative Wealth Management

Platinum
18 Yrs Experience
Revesby, NSW 2212

My priority is to deliver easy to understand financial plans. I believe 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.

I am really lucky to be doing this work. I get to work with people from all different walks of life. A big part of my role is educating clients on financial matters but I feel that clients equally give back to me by allowing me to share their life experiences. It is tremendously rewarding to assist clients in making good decisions and achieving their life goals. I know I’m successful when money becomes a positive influence in their lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 95
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Commerce (Economics and Financial Planning)
  • Language spoken
    • English

Innovative Wealth Management

Shop 2, 8-10 Revesby Place
Revesby, NSW 2212

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665