OWN PROPERTY ADVISORY

Own Your Prosperity

WHAT WE DO

At Own Property Advisory, we elevate your property investment journey to a new level. We seamlessly integrate data-driven property search with our extensive expertise in mortgage finance and financial planning to meticulously craft and execute your personalised Own property strategy.

Own Property Advisory is an integral arm of Own Money — renowned for its impressive track record with 100s of successful property transactions and many years of financial planning expertise. Our team brings to the table a wealth of experience and knowledge, ensuring your property investments are guided by seasoned professionals.

Gone are the days of relying solely on a property advocate for building your property portfolio. Your Own Money team commences with a property advisor, seamlessly integrating in-house mortgage brokering and financial planning expertise. This extends to leveraging the insights of local property experts, conveyancers, and building and pest inspectors to ensure the best outcome. Rest assured, your portfolio is being meticulously crafted and built the right way, granting you peace of mind throughout the process.

OUR SERVICES

Helping you sell for more, at no cost to you.

PROPERTY INVESTMENT ADVISORY

Investing in property is a proven strategy for building long-term wealth, but navigating the market requires more than just purchasing any available property. At Own Property Advisory, we offer tailored Property Investment Advisory services designed to help you make informed, strategic decisions that align with your financial goals.

VENDOR ADVOCACY SERVICES

Selling a property is one of the most significant financial decisions you’ll make, and getting it right can significantly impact your wealth. At Own Property Advisory, our Vendor Advocacy Service is designed to take the uncertainty out of the process, guiding you from start to finish with independent, expert advice.

BUYERS ADVOCACY

Navigating the property market can be overwhelming, whether you’re a first-time homebuyer or a seasoned investor. At Own Property Advisory, we offer a comprehensive Buyers Advocacy service that simplifies the process, ensuring you secure the right property at the best possible price.

We have access to some of the best property data available today.

Giving you the ability to buy the right property, anywhere in Australia through a trusted group of partners.

We handle everything in the buying/settlement process.

Access to off market properties throughout Australia.

Ongoing strategy advice and reviews for the life of your property ownership.

Goals-Based Financial Plan designed to help you achieve a “Work Optional Lifestyle”.

Spending Plan to balance the enjoyment of today, with putting some aside for the future.

Protect you through creating an Emergency Buffer so when life happens, you aren’t having to sell your investments.

Design and assist you in implementing investment strategies tailored to the goals you are trying to achieve.

Tax Advice – Optimising your investment strategy and ownership’s structure to pay as little tax as legally possible.

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Decades of lending experience.

Focus on your loan structure to put your interests ahead of the banks.

Work with you to pay off your Owner-Occupied mortgage.

Help you build your wealth though investing in property using smart lending strategies.

We regularly review your lending so that you always have market leading rates and a strategy that is working for you.

PROPERTY INSIGHTS

Watch some interviews with our clients

OUR TEAM

Join Hands with Own Property Advisory

Rory Sercombe

Director

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

Linkedin

Maria Jovanovic

Operations Manager

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

Jamie Daou

Client Partner

E: jamie@ownpropertyadvisory.com.au
P: 0433 166 027

Mark Williams

Buyers Advocate

E: mark@ownpropertyadvisory.com.au
P: 0419 310 687

Kane Draper

Client Partner

E: kane@ownpropertyadvisory.com.au
P: 0422 396 809

INFORMATIONAL VIDEOS

Get all the latest tips and tricks!

OUR SUITE OF SERVICES

  • Home Loans
  • Financial Planning
  • Money Coaching
  • Property Advisory

Own Money

At Own Money, we believe in the power of financial empowerment. Our mission is to guide and support you on your journey to prosperity, ensuring that you have the right experts by your side at every step of the way. We are not just a collection of businesses; we are your partners in financial success.

CONTACT

Get in touch with us

MELBOURNE

Office 2, 484 Mt Alexander Rd
Ascot Vale Vic 3032

BOOK A MEETING

Book a meeting with one of our advisors to commence your complimentary evaluation.
BOOK A MEETING

CALL US

1300 721 631

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Let us help you on the path to financial freedom!
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