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.
After just one conversation with Jake I felt more reassured about how I can achieve my goals. I am looking forward to working with him in the future and achieving the strategies he has helped me put in place .It was a breath of fresh air to find someone so personable in such a fee driven industry. I will definitely be recommending him to family in friends looking for financial advice. Thanks again Jake.
Recommended by friends who have a business and have been long term clients of Jake Ruse. We made an appointment with Jake to discuss our future financial goals and he was able to see us after hours. We are able to contact Jake anytime. No question is too big or small.... Very reliable,trustworthy and understanding.
I have found Jacob to be conscientious with all advice and instruction that he offers. He displays a genuine interest in my personal and business financial growth, providing what I believe to be a wholistic approach to navigating financial security with attainable and realistic goals.
Both my husband and I have found Jake to be very helpful, have a wealth of knowledge and we are now on track to prepare for our retirement. Jake has helped with our insurances, superannuation as well as setting up a savings plan for our children, so they have a head start when they become adults.
Very friendly, makes you feel as ease and knowledgeable - whenever have a query response is quick.
- Adviser status Platinum
- Number of reviews 95
- First year providing advice 2004
- Years of experience 18
- Bachelor of Commerce (Economics and Financial Planning)
Innovative Wealth ManagementShop 2, 8-10 Revesby Place
Revesby, NSW 2212
- 9:00am – 5:00pm Monday – Friday
Charter Financial Planning