FINANCIAL PROSPERITY
STARTS HERE

OWN Money
Loans
Property
Money Coaching
Financial Planning
Our Approach

Your whole financial life, considered together

Money decisions rarely happen in isolation. We bring lending, property, financial planning, and practical coaching together so every decision supports the bigger picture.

Our Services

Lending

Finance that fits the life you're building

From your first home to your next investment, we help you understand your options, structure your lending well, and move forward with confidence.

Explore home loans

Trusted By

Incolink
Nino Early Learning Adventures
Readiness
Mercury Walsh
Bupa
Allegis
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Master Builders Victoria
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Our Team

When it comes to money, it's personal, and that's how we treat it. You'll work with people who take the time to listen, explain your options clearly, and help you make confident decisions for your future.

Rory Sercombe MFPA

Rory Sercombe MFPA

CEO

Jamie Daou

Jamie Daou

Head of Growth

Harper Sercombe

Harper Sercombe

Client Services Manager

Sandra Strah

Sandra Strah

Mortgage Broker

Erin Moran

Erin Moran

Money Coach

Alex Rankin

Alex Rankin

Financial Planner

Tyson Templeton

Tyson Templeton

Property Advisor and Licensed Estate Agent

Client Stories

Don't take our word for it

See what our clients have to say about us

Selected Google review excerpts

“I honestly can’t recommend Rory & Harper from Own Money enough! They made the whole mortgage process so easy and stress free from start...”
Andrea B.19 days ago
“Rory and Harper were phenomenal. What stood out most was how hard they went to bat for my sons.”
Paul Size23 days ago
“Having worked with the Own Money property team in the past I could not recommend them enough.”
Tim Ash24 days ago
“Working with the Own Money property team has been a great experience.”
Eva Sidhu24 days ago
“Very helpful team that look after everything end to end. Always contactable and available to help.”
Jason Marsha month ago
“Rory and Harper were excellent to deal with. They were responsive, patient and helpful throughout the process.”
Laurena month ago
“Absolute legends!! Rory and Harper sorted me out with a refinance in less than 2 weeks and are saving me heaps. Highly recommend!!”
Koshiro (Moisty Boy)2 months ago
“Rory Sercombe and the team at Own Money were absolutely fantastic in helping my partner and I secure our first home loan.”
Laura Sweetman3 months ago
“A bit of an overdue thank you to the Own Money crew.”
Bianca Lazov4 months ago
“Rory, Harper and the whole team are fantastic.”
Sarah Johnson4 months ago
10 reviews
Get in Touch

Your Next Move Starts Here

No two journeys are the same, so we'll connect you with the right expert for your situation. Drop us a message or give us a call.

Give us a call

1300 721 631

Send us a message

Recognition

Own Money Awards

Better Business Awards 2024 finalist
Mortgage Business Awards 2024
Champion 2024
MFAA 2024 state finalist
Mortgage Business Awards 2023
Champion 2023
Individual Excellence 2023
MFAA 2023
MFAA 2022 state winner
MFAA 2022 recognition
2022 winner
2022 finalist
2021 finalist
2019 finalist
Advisor award
PLAN Platinum excellence in finance
PLAN Gold excellence in finance
PLAN national administrator of the year
PLAN Victoria and Tasmania administrator of the year
PLAN Australia

Financial prosperity starts here.

We're your full-service money partner. From getting the keys to your first home, to building a portfolio that sets you up for life.

At Own Money, we acknowledge the Traditional Owners of the lands on which we work and live. We pay our respects to Elders past, present, and emerging, and recognise their continuing connection to land, waters, and culture. We are committed to honouring Aboriginal and Torres Strait Islander peoples’ rich traditions and histories, and to walking together towards a future that values and respects the deep and ongoing contributions they make to our community.

Search Financial Group Pty Ltd, ACN: 616352697 (Credit Representative Number 49594) is a Credit Representative of Mortgage Specialist Pty Ltd (Australian Credit Licence Number 387025).

WARNING: General advice only. Readers are advised to discuss, with an Authorised Representative, the appropriateness of each recommendation, together with the general and specific risks of investing having regard to personal needs, objectives and financial circumstances. All Rights Reserved.

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