Lifestyle Planning

Lifestyle Planning

Too often a client’s Financial Planning focus is on investments and superannuation and not on what their finances can actually deliver.

At Globe we look at our clients differently and in particular how we can enhance their quality of lifestyle.

Lifestyle Planning is about brainstorming with a client their goals, dreams and ambitions. Globe Financial Planning works with our clients to prioritise these ideas and then develop and implement financial strategies relevant to each individual objective.

At Globe we want to know your financial world whether it be the first house you want to buy, the education you want for your children, that round the world holiday, the concern you have over your home loan debt or that hard earned retirement you have been working towards over the years.

They say you can’t take your money with you when you go, and whilst you can leave it to your family, wouldn’t you rather experience the joy of what your money can bring to you and your family together?