Own Financial Planning

WHAT WE DO

We are dedicated to helping you achieve your financial goals and secure your financial future. Whether you’re looking to save for retirement, pay off debt, buy a home, or simply gain control of your finances, we’re here to provide you with the tools, resources, and guidance you need.

We understand that financial planning can be overwhelming and confusing, which is why we strive to make it simple and accessible for everyone. Our team of financial experts has curated a wide range of information and strategies to address various financial situations, ensuring that you can find the right solutions tailored to your specific needs.

HOW WE DO IT

We adopt a goals-based financial planning approach.  What that means is that we take the time to truly understand the motivations behind your goals and develop advice strategies which help you achieve them, in ways that fit with your lifestyle.

Goals-Based Financial Planning is more than just numbers in spreadsheets. We feel it is important that you don’t have to make sacrifices to your lifestyle today, when making plans for your ideal future.

OUR TEAM

Qualified Financial Planners
rory

Rory Sercombe

Director & Senior Lending Specialist

E: rory@ownfp.com.au
P: 0407 869 361

Rory first ventured into commercial finance more than 15 years ago where he discovered his passion for tailored mortgage solutions, specialising in strategies for early repayment.

maria-new

Maria Jovanovic

Operations Manager

E: maria@ownfp.com.au
P: 0499 919 871

Maria is an experienced finance professional with over a decade of expertise fine tuned through working in financial planning and asset finance before joining Own.

alex-rankin

Alex Rankin

Financial Planner

Alex holds a Master’s in Financial Planning and has honed his craft over a decade in the financial services industry.

thaveesh

Thaveesh Palapathwala

Financial Planner

Thaveesh has nearly a decade of experience helping clients take control of their finances and build long-term wealth. He specialises in strategic advice for professionals, families, and business owners, delivering tailored solutions with clarity and care.

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!
This field is for validation purposes and should be left unchanged.