When you engage Globe to assist you with your financial affairs, you don’t just get financial services, you get a trusted friend and life coach.
A little over five years ago, my wife and I engaged Globe to give us financial advice. It was ten years until my retirement and despite having a good income, my wife and I had nothing to show for it except some Superannuation.

We were asked us a whole lot of questions we did not expect and it soon became obvious that Dave was not just wanting to help us accumulate assets, but also to help us achieve the lifestyle we were wanting. A lifestyle we had not given much thought to before.

We had several meeting before the options were presented to us. Not just investment options, but also lifestyle options. Investments that fitted our risk aversion, the length of time we had to accumulate assets. Lifestyle options that included following our AFL teams to Melbourne, our wish to have regular vacations, our insurance needs and how we wanted to live our retirement years.

Globe regularly reviews our strategy and choices and takes all the hassle out of making the changes for us. We get a full written report each time and an easy to understand verbal explanation.

I now consider Dave a personal friend and have recommended him to my friends and family.

Since our association with David Sharpe from Globe Financial Planning, our lifestyle and confidence in our future has superseded any day to day worries about bill paying, mortgages, saving, financial planning, life insurances and superannuation management.

David has not just been an advisor and planner, but has been genuinely interested in our lifestyle, our challenges and triumphs and regularly works with us to accommodate our often changing plans or those impulsive holidays and unforeseen events. David plays it straight, sharing up to date information while providing it to us so it is easy to understand. In some way, his knowledge and advice has been an important part of our life choices for over a decade.

We enjoy life knowing that our financial future is well-considered and planned for but has the flexibility we need when things change.

After a glowing reference from a work colleague, we booked an appointment with Globe and we can honestly say that booking that first appointment was a turning point in our lives.

The strategies and planning we now have in place have greatly improved our financial situation and lifestyle goals. The advice we have received can only be described as excellent. We would gladly recommend Dave and Globe Financial Planning to anyone.

We have been working with David Sharpe for close to 10 years. In that time he has provided invaluable advice and allowed us to achieve our goals and most importantly a retirement of choice.

As we are now retired having a trusted adviser whom we can rely on to know our situation, both financially and personally, and continue to provide advice gives us great peace of mind.