VIDEO WORKSHOPS

Video workshops offer a dynamic and accessible way to learn and develop new skills. The visual and interactive nature of video content enhances understanding and retention, allowing participants to grasp complex concepts more easily.

LIVE WORKSHOPS

Live workshops provide a highly engaging and interactive learning experience that fosters immediate feedback and collaboration. Unlike recorded sessions, live workshops enable real-time interaction between participants and instructors.

ONLINE MODULES

Online learning modules offer unparalleled flexibility and accessibility, allowing individuals to learn at their own pace and on their own schedule. This self-directed approach is ideal for balancing education with other responsibilities, such as work or family commitments.

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OWN MONEY COACHING

Personalised guidance to help you make informed financial decisions

A recent survey conducted by Allianz found that only 20% of Australians have a high level of financial literacy.

Many Australians are experiencing financial pressure, without the tools at hand to get themselves into a better position — it’s our mission to change that!

At Own Money Coaching, we offer personalised guidance to help you make informed financial decisions and achieve your goals — no matter where you are on your financial journey.

WHO WE ARE

Own Money is not just another financial education provider; we are your comprehensive financial wellness partner dedicated to transforming the financial lives of individuals and families across Australia.

Unlike traditional financial education services, Own Money offers a unique blend of expertise through our four arms: Money Coaching, Financial Planning, Mortgage Finance, and Property Advisory. Our ultimate goal is to empower everyday Australians to take command of their finances, reduce debt, build wealth, and reach their financial goals.

We offer comprehensive workshops and financial literacy programs designed to educate on various aspects of personal finance. These programs provide in-depth knowledge and practical skills to navigate complex financial situations effectively.

Our clients gain insights into budgeting, investing, debt management, and wealth-building strategies — ultimately gaining the tools and confidence needed to make informed financial decisions and achieve long-term financial stability and success.

WHO WE HELP

INDIVIDUALS

At Own Money Coaching, we offer comprehensive financial education designed for all levels of financial knowledge, aiming to enhance financial well-being. Our programs provide the knowledge and tools necessary to make informed financial decisions, empowering you to reach your financial goals.

Choosing Own Money Coaching means taking charge of your financial future. Our expertise and resources empower you to make sound financial decisions and build a secure financial foundation. Whether you’re looking to manage debt, invest in property, plan for retirement, or simply improve your financial habits, our coaching programs are tailored to meet your needs and put you on the path to prosperity.

ORGANISATIONS

Enhance the financial well-being of your employees or members. Our programs are designed to equip individuals with the knowledge and tools necessary to make informed financial decisions, ultimately providing financial literacy and empowerment. We cover a wide range of topics for all different knowledge levels, providing your team with the essentials for financial success.

By partnering with Own Money Coaching, businesses can demonstrate their commitment to employee or member satisfaction and retention while promoting a culture of financial wellness and stability. With our expertise and resources, we help organisations empower their workforce or members to take control of their financial futures.

OUR TEAM

Join Hands with Own Money Coaching
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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Dane Pymble

Senior Financial Planner

Director – Own Financial Planning

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.

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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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Kane Draper

Client Partner

As a seasoned coach and advisor across multiple industries his goal is not only to thrive within the property market myself but to empower his clients to create sustainable wealth through their own property portfolios. He takes pride in offering personalized advice, strategic planning, and a commitment to his clients’ financial growth.

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Angela Gowans

Client Partner

After transitioning from nursing to finance, Angela began her journey as a Parabroker and later completed her Certificate IV in Finance and Mortgage Broking to become a trusted Mortgage Broker. She’s all about structuring debt solutions that put your financial well-being first. Angela believes in looking at the bigger picture, ensuring your mortgage aligns perfectly with your long-term financial goals and aspirations.

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Erin O’Dwyer

Client Services Manager

After running a successful small business for a number of years, Erin’s interest and desire to expand her knowledge of finance drew her into the broking industry in 2022. Her drive and desire to succeed flows through her work as our Broker Assistant, ensuring consistency and quality across business processes. Outside of work, Erin loves to travel, check out the restaurants Melbourne has to offer, and has a newfound love for pilates.

 

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Harper 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.

EMPOWERING FINANCIAL MASTERY

Our Dedication to Education

Own Money Coaching proudly collaborates with Money101 as our trusted online content provider.

Recognised for their expertise and track record in digital financial education, Money101 is paving the way in delivering quality financial education content.

Money101’s proven educational strategies are trusted by leading institutions such as banks, super funds, and major corporations. With over two decades of experience, they have led the way in digital financial education, so we are proud to partner with them to help Australians attain financial competence and resilience.

By partnering with Money101, we ensure our audience receives top-tier financial literacy content, empowering them to achieve optimal financial health and overall well-being.

EDUCATIONAL CONTENT OVERVIEW

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

Online and Face-to-face Workshops

Our combination of pre-recorded and live workshops ensures you get plenty of opportunities to ask questions.

Topics include:

  • Tax Time Ready, by Own Financial Planning
  • Building Passive Income, by Own Financial Planning
  • Growing Your Property Portfolio, by Own Property Advisory
  • Insurance
  • What to Do with a Cash Windfall
  • Injured and Can’t Work? What next?
  • Guide to Being a First Home Buyer
  • How to Tackle Debt Reduction

Online Learning Modules

Our learning modules are online, interactive, self-paced units. The handcrafted Australian-made modules are structured as bite-sized guides through a specific financial topic. Each module provides easy-paced learning, taking around 10-15 minutes to complete. The digital content is accessible on any internet-connected device and delves into a broad range of financial concepts while keeping it all light, engaging and fun.

Over 100 modules to choose from

WORK/LIFE BALANCE

Poor work/life balance can cause serious health issues. In the long-term, imbalance is bad for your physical and mental health. It’s a good idea to take action as soon as…

TEACHING KIDS ABOUT MONEY

We teach children a lot of important life lessons, but what about teaching them good money management habits? What do you wish you could tell your younger self about money?…

TOP 10 STRESS-BUSTERS

Stress is when you feel mentally or emotionally strained and tense, and is our body’s way of responding to physical and emotional demands. It can leave us feeling sick, tired…

ONE OF US JUST LOST OUR JOB

Losing your job can be emotionally and financially challenging for you and your family. And, in the current economic climate, it’s a reality more people face each day. This module…

LIFELONG LEARNING

Lifelong learning is about acquiring new skills and knowledge. There is a direct relationship between lifelong learning and wellbeing, and it can benefit your career. This module outlines its benefits…

HOBBIES AND PASSIONS

Ever heard the saying “the best things in life are free”? If only that were the case when it comes to passions like restoring vintage cars, learning a musical instrument,…

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

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