Innovative Wealth Management is a leading financial advisory firm in Australia, dedicated to providing tailored financial solutions for clients seeking to achieve financial independence. With a team of experienced professionals, including Managing Director and CERTIFIED FINANCIAL PLANNER® Jake, the firm offers comprehensive financial planning services that encompass analyzing financial situations, developing personalized plans, implementing strategies, and providing ongoing support and advice. The business values of Innovative Wealth Management reflect a commitment to managing money responsibly and fostering strong relationships with clients and partners.
Founded by Jake, who has a wealth of experience in financial planning and holds various qualifications in the field, Innovative Wealth Management prides itself on delivering articulate and easy-to-understand financial plans that form the foundation of successful financial strategies. The firm specializes in retirement planning for self-funded retirees and personal protection strategies for the self-employed. With a focus on reducing financial stress and empowering families to achieve financial freedom, Innovative Wealth Management aims to provide innovative solutions in a rapidly changing economic landscape.
The team at Innovative Wealth Management includes experienced financial planners like Andrea and Karen, who bring a combined experience of over 40 years in the financial services sector. With a strong background in financial planning and management, the team is dedicated to helping clients navigate complex financial decisions and achieve their long-term financial goals. By offering objective advice, innovative solutions, and ongoing support, Innovative Wealth Management strives to be a trusted partner in managing clients’ financial affairs and guiding them towards a secure financial future.