Dane Pymble

Own Financial Planning

6 Yrs Experience
Crows Nest, NSW 2065

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.


  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees range from anything from sharing our free resources right through to a complex strategy involving multiple structures that costs $10K+. We find our typical clients often land somewhere in the middle.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Own Financial Planning

119 Willoughby Rd
Crows Nest, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713