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.

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 PARTNERS

OUR TEAM

Join Hands with Own Money Coaching
Rory Sercombe MFPA

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

Head of Growth

As Head of Growth at Own Money Coaching, Jamie drives partnerships, strategy, and expansion across Australia’s leading financial wellbeing platform. With experience in property, finance, and business development, he’s passionate about helping individuals and organisations build financial confidence through practical education and coaching programs that inspire real results.

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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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Harper Sercombe

Finance Broker

As a Finance Broker and Client Services Manager at Own Money, Harper focuses on helping clients make clear, confident financial decisions. With a strong understanding of lending and client experience, Harper works closely with clients to structure loans that support both their immediate needs and long-term goals.

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Dane Pymble

Financial Planner

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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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.

His core belief is that impactful financial advice empowers clients to maximize their life’s potential.

Alex specialises in strategic property planning, investing, superannuation, personal insurances, debt and cash flow management, and much more.

He is dedicated to providing tailored financial solutions that help clients achieve their goals and secure their financial future.

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Erin Moran

Money Coach

Erin Moran is a passionate and experienced Financial Wellness Money Coach dedicated to empowering individuals and families to achieve financial clarity and freedom. Erin believes that financial success isn’t just about the numbers—it’s about creating a life that feels abundant and fulfilling. With a wealth of experience and her personal touch, she’s here to help you take control of your finances and claim the life you deserve.

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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

SEND US A MESSAGE

Let us help you on the path to financial freedom!
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