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

4.90
95 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 95

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very friendly, makes you feel as ease and knowledgeable - whenever have a query response is quick."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake is very professional in his role of financial adviser, and thus instills confidence in both my wife and myself."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I found Jacob informative ,easy to talk to and very helpful"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I met with Jake for advice about planning for our retirement. We discussed and reviewed managing our super, insurances and investment property. Jake listened to our plans and the type of investments we were most comfortable with and then gave advise taking these into consideration. We're very pleased with the results so far and feel much more confident about our financial future. Based on our experiences so far I would have no hesitation recommending Jake to others."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jake has been fantastic! He is very knowledgeable and explains everything in a way everyone can understand. He cares about all aspects of your life and is willing to help wherever possible. Jake is very professional and efficient. I would definitely recommend him to all my friends and family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We knew we needed to meet with Jake, but didn't know how much it would change our lives. Since sitting down with him to look at our budget, we've saved a few thousand dollars a year, we're talking freely about money and we feel more confident about our future. Jake is just awesome - you've got to sit down with him!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 95

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2013

Bachelor of Commerce (Economics and Financial Planning)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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