Being an independent financial planning firm is something we proudly share with all of our clients and something they value!
Primarily because it reaffirms our commitment to putting our clients first and providing peace of mind that we are not just going to sell them a product.
Very few financial advisers can call themselves independent. It is a term restricted in law and requires an adviser to meet a very high hurdle. That is why less than 1% of advisers meet the criteria.
It means that we don’t charge asset-based fees, we don’t receive commission, we don’t receive referral payments and we don’t have any ownership by financial institutions.
Who We Work With
We specialise in helping professionals, business owners and those families approaching or already in retirement. We also provide a service for those that have recently experienced a significant (and complex) life event. This may include matters such as divorce, inheritance or a sudden windfall.
Globe clients value having a trusted adviser on whom they can rely to help them make their important money decisions over the long term.
We are not for everyone and in particular, we do not typically deal in single-issue advice. Whilst we appreciate ad hoc advice is important, Globe is generally unable to assist.