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Our Values
We have established Own Your Future with a clear set of core values at its heart.
Private financial coach
Every client receives a comprehensive financial analysis from the outset, supported by ongoing reviews and guidance to help achieve their short, medium and long-term financial goals.
Owner-occupied first
Every client should have a clear, tailor-made strategy designed to work towards achieving $0 owner-occupied home loan debt.
Financial buffer
Clients need adequate financial buffers and be able to comfortably afford their property strategy.
Long-term strategy
Working towards building a property portfolio of at least two investment properties.
Cash flow
Any investment property strategy should be financially sustainable without relying on tax refunds.
Independent
Own Your Future will always remain independent from property providers.
Responsible lending
Own Your Future will always rely on your Mortgage Choice credit advisor to have the final say when it comes to new lending and financial risk.
We never cross-collaterise properties.
We must set realistic expectations, never unrealistic promises.
Above everything else Own Your Future must make a genuine difference to Australian mums and dads.
We're here for the journey.
We help our clients make better decisions today while continuing to plan, review and adapt their strategy for the years ahead.
Ready to own your future?
Book a no-cost Strategy Discovery Session with James. Nothing to prepare. We'll talk through where you are, where you want to go and whether we can help you get there.
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