Dane Pymble

Own Financial Planning work with time poor professionals and business owners in their 40s & 50s, who are unsure of their next steps, gain clarity and confidence with their money.

My journey into goals-based financial planning began on the investment side, serving on an investment committee for a large fund manager, where I was part of a team responsible for over $1.5B of client funds.

While I loved funds management, what I often saw was lacking in the client experience was the purpose for why people invested. How was implementing a certain investment strategy going to change their lives? What goal was it working them towards? That’s what led me to Financial Planning – People & their relationship with Money.

Combining my investment management experience with my business partner's Aadil's expertise in designing systems and processes for executives of global companies as a management consultant, and also having been the product himself of good goals-based advice, we founded Own Financial Planning.

What drives us every day is the satisfaction we get from seeing our clients achieve their financial and lifestyle goals.

Our approach is collaborative, both with each other and our clients. Helping to ensure a more personalised and solid financial plan.