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Unbiased financial advice from Perth’s most trusted independent financial planners.

Globe Financial Planning is a boutique, independent financial services firm located in West Perth, Western Australia.

We specialise in helping professionals, families and business owners set and achieve their lifestyle and financial goals.

Whether you’re looking for investment advice, planning for a comfortable retirement or have experienced a significant financial event such as divorce, inheritance or a sudden windfall, we can help you make life’s important money decisions.

Being independent is something we’re incredibly proud of. It means our advice comes free from bias and we can focus on putting your needs first. All our fees are fixed and agreed up front and we don’t receive any commissions or referral fees.

If you’re ready to start living your best life, get in touch with our team of highly experienced independent financial advisers today.

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Independent financial advice we offer

  • Lifestyle Planning

  • Retirement Planning

  • Wealth Creation

  • Cashflow Management

  • Divorce & Money

  • Estate Management

  • Managing A Windfall

  • GESB Super Advice

As seen on 9 News Perth


Many clients have expressed quite passionately to us how much they appreciate what we’ve done for them and their families, and the peace of mind they now enjoy. They are confident that we are focused only on their best interests and this is because we are.

David Sharpe has been my financial advisor for close on ten years. I am not very good with money matters, but David has always been able to explain what is happening very clearly and concisely. He has patiently put up with my questions, and with the fact that he has to explain things and draw his diagrams for me every year!

I really have great confidence in the fact that he understands my position and is doing the very best for me. He is a very personable young man, with a good sense of humour; I am able to relate to him well and feel assured that he is always on the top of his game and knows my financial needs extremely well.

Carol Young

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.

R & K Mason

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.

G & B Pobar

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.

Janine & Lee Buckingham

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.

Bill & Barbara Atthowe