Own Financial Planning

Own Your Prosperity


Welcome to Own Financial Planning. 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.


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 holistic advice model and expertise, as well as our access to a broad network of specialists, allow us to work with individuals, couples and families at different stages of life.

If you have goals which require making a financial/money related decision to achieve that goal, we can help provide the structure and strategies to help you achieve it!


How we can help you


We are proud to offer a comprehensive range of financial planning services to help you navigate the complexities of personal finance and achieve your financial goals. Our services are designed to provide personalised guidance and support tailored to your specific needs.

Building an investment property portfolio

Building an investment portfolio is an important step in working towards your financial goals.

Share/investment portfolio

Building a share portfolio involves selecting and investing in a diversified range of stocks or equities with the goal of achieving growth and generating returns.

Superannuation strategies

Superannuation strategies should be personalised based on individual circumstances and financial goals.

Debt Management/Debt Recycling

Debt management and debt recycling are strategies that individuals can use to optimise their debt and financial situation.

Cashflow strategies

Strategies aimed at optimising cashflow management, ensuring there is enough liquidity to cover expenses, investments, and financial goals.

Tax Optimisation

Tax optimisation refers to the strategic management of financial activities and transactions to minimise tax liabilities and maximise tax savings.

Risk mitigation via insurance

Risk mitigation through insurance is a common strategy individuals and businesses employ to protect against potential financial losses or liabilities.

Aged care financing

Various financial considerations and strategies involved in funding the cost of aged care services for elderly individuals who require assistance with daily activities and healthcare.


  • Lifestyle Goals

  • Work Optional Lifestyle

  • Financial Independence to Retire Early

  • Transition to Retirement Planning

  • Retirement Planning

  • Being Debt Free

  • Intergenerational Wealth Transfer

  • Leaving A Legacy


In this guide we promise to do everything we can to help you build passive income, even if you have a mortgage… and if after reading this you still want help we are going to show you how to get it.

We will help you install the three wealth accelerators that will allow you to invest with confidence, to achieve a lifestyle not limited by money.


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Qualified Financial Planners

Aadil Abbas

Director and Senior Financial Planner

ARN: 001300922

E: aadil@ownfp.com.au
P: 0474 127 637

Aadil has over 20 years’ experience across accounting, investing, financial planning and management consulting.

Whilst he works with clients across different life stages, he particularly enjoys working with clients who are seeking advice in relation to transition to retirement and retirement planning. He is a specialist in Aged Care Financial Planning which allows individuals and families to make informed financial decisions at what can be very emotionally challenging time in their lives.

Aadil works together with Dane in providing a holistic goals-based financial planning service.

In addition to having qualifications in financial planning, Aadil is also a qualified Chartered Accountant (ANZ) and authorised to provide Tax Financial Advice

Aadil lives in Sydney’s Eastern suburbs and works with clients across the country and expats overseas.

Dane Pymble

Director and Senior Financial Planner

ARN: 000323636

E: dane@ownfp.com.au
P: 0423 229 232

Dane has over 20 years experience in financial services across various roles including financial planning and funds management.

Dane works together with Aadil in helping clients realise their lifestyle goals, focusing on developing a range of strategies to help clients at all stages of their journey, from those just beginning to accumulate assets to those looking to protect their wealth and leave a legacy.

Dane’s broad experience enables him to provide a full-service, goals based financial planning service and considers himself a guardian of the strategies he helps design and implement for clients seeking to realise their lifestyle goals.

Dane lives in Sydney’s North Shore and looks after clients across the country and expats overseas.

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.

With a keen focus on exceeding expectations, Rory quickly gained and maintained a reputation for going above and beyond for his clients. Not only in settling home loans but in customer care and relationship building with credit teams, allowing much more for his clients than just a suitable home loan.

Striving for excellence in customer care and tailored finance solutions, Rory and his team are helping everyday Aussies achieve their homeownership dreams at his very own mortgage business — Own Home Loans.

The logical step into financial planning means that the Own clients can get the holistic advice that they need.

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.

Maria’s notable accomplishments include being named the National Loan Administrator of the Year in 2021. She has also recently completed a Cert IV in Mortgage Broking, further enhancing her skills in the field, and came on as an Own Home Loans business partner in 2023.

Outside of work, Maria enjoys going to the gym and indulging in the occasional red wine (never at the same time!) and loves watching her two daughters play basketball.


Get in touch with us


Office 2, 484 Mt Alexander Rd
Ascot Vale Vic 30


119 Willoughby Rd
Crows Nest, NSW 2065


1300 721 631




Let us help you on the path to financial freedom!
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