OWN MONEY

Own Your Prosperity

WHAT WE DO

At Own Money, we believe in the power of financial empowerment. Our mission is to guide and support you on your journey to prosperity, ensuring that you have the right experts by your side at every step of the way. We are not just a collection of businesses; we are your partners in financial success.

At Own Money, we are committed to your financial well-being, and we understand that each financial journey is unique. With our expert guidance and a comprehensive suite of services, we empower you to take control of your financial destiny. Your prosperity is our priority, and together, we’ll make it happen.

OUR SUITE OF SERVICES

How we can help you
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Own Home Loans specialises in showing you how to pay off a mortgage efficiently and structure lending for property investment, making your homeownership dreams a reality and your investment portfolio thrive.

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Our educational content is delivered through a range of different methods to ensure inclusivity of different learning styles. Essentially, participants have access to online, face-to-face and video workshops, as well as downloadable worksheets and guides.

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Own Property Advisory is designed exclusively for property investors, offering a unique blend of strategic advice, comprehensive data analysis, and deep property expertise. We provide you with the insights you need to make informed decisions about property investment. We provide you with a holistic view of your real estate investments, helping you make smart choices that will grow your wealth and secure your financial future.

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Own Financial Planning provides you with goals-based advice, offering personalised strategies to build a solid foundation for your financial future. We understand that your financial goals are unique, and we tailor our advice to help you achieve them.

YOUR JOURNEY

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OUR LEADERSHIP TEAM

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Rory Sercombe

CEO

Director – Own Home Loans, Own Financial Planning, Own Property Advisory, and Own Money Coaching

With over 20 years’ experience in finance and property Rory is so proud to have developed Own Money.  Bringing an amazing team together to bring his vision to life.  He is passionate about giving every Australian access to the best financial advice, regardless of where they are on their path to prosperity.

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Maria Jovanovic

Operations Manager

Director – Own Home Loans, Own Financial Planning, Own Property Advisory, and Own Money Coaching

Maria is an experienced finance professional with over a decade of expertise finetuned through working in financial planning and asset finance before joining Own Home Loans. As Operations Manager at Own Money, she takes pride in giving the Own Money clients the very best experience.

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Jamie Daou

Client Partner

Director – Own Property Advisory

Jamie Daou has been involved in property Invesment since 1997 when he bought his first house, he specialises in helping individuals invest in properties across the country. With a focus on goals-based, long-term strategies, Jamie brings a wealth of expertise to the table, guiding clients through every step of the investment process.

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Haper Sercombe

Marketing Coordinator

As Marketing Coordinator at Own Money, Harper brings a unique mix of journalism and social media experience from News Corp and family business knowledge. His creativity and communication skills ensure Own Money’s marketing truly reflects its values and mission. Harper loves connecting with clients and crafting content that resonates. He’s also a devoted sports fan, supporting St Kilda in the AFL, and loves travelling and exploring new experiences.

TESTIMONIALS

Watch some interviews with our clients

CONTACT

Get in touch with us

MELBOURNE

Office 2, 484 Mt Alexander Rd
Ascot Vale Vic 3032

CALL US

1300 721 631

DROP US A LINE

hello@ownmoney.com.au

SEND US A MESSAGE

Let us help you on the path to financial freedom!
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