Brett Smith
04:34 28 Jun 21
David and the team are very knowledgeable and provided my wife and I excellent financial advice based on our situation.... They are very pragmatic in their approach and methodology. Would confidently recommend to anyone requiring a financial advisor.read more
Michelle Brady
00:44 13 Jun 21
We were introduced to Globe Financial Planning through friends. No regrets at all switching advisors to Dave and his... team :) They are professional, knowledgeable and it is so easy to follow what they are talking about. Thank you to the team at Globeread more
Nadine White
11:39 11 Jan 21
The team lead by Dave are easy to deal with they made our financial situation easier to understand and manage. They are... always willing to answer questions. There are no dumb questions. They promptly respond to emails and phone calls. They make you feel comfortable with your choices.read more
Allison Reid
07:57 08 Jan 21
After searching for independent financial advice I was delighted to come across the team at Globe Financial Planning. I... went to Globe seeking a pathway to retirement and clarity on what my options are. In particular, I needed someone with a sound knowledge of the GESB Gold State and West State products. I found this with David Sharpe at Globe. After being methodically and respectfully supported through the process by David and Jessica, I now have a financial plan that is right for me and feel reassured that I am now 'on track'.read more
Stephen Dargan
00:01 08 Jan 21
We were introduced to David and the team through good friends of ours. We were previously very sceptical about seeing... another financial planner due to prior extremely poor experience where the planner was more concerned with selling us a product we didn't need. However our friends have had amazing results off the back of using David and the team so we decided to give it a go. They have restored our faith in financial planning!. Since the very first day we met David and Scott we were put at ease. Their genuine care for you, your personal goals and your financial wellbeing is paramount. We have been overwhelmed with the level of service they have provided and have now got a robust plan that will set us up for success and help us achieve our short and long term goals. We could not recommend David and the team at Globe Financial highly enough.read more
Mardie Rosich
11:20 13 Oct 20
The team at Globe Financial Planning have helped me in so many ways. With their business and personal guidance and... knowledge, I feel like I am in good hands. They have improved all levels of operating my finances so I feel secure about my future.read more
Kylie Newton
01:29 19 Sep 20
We were referred by family to Globe and have recently engaged their services to assist us with our financial plans. I’m... so glad we made the move. David and team offer incredibly practical and professional advice whilst keeping you honest and on track. I can’t recommend them strongly enough. Wish I’d made the move 10 years ago.read more
Shae Siebert
03:56 28 Aug 20
David has provided us with excellent financial advice and support which has enabled us to navigate moving from country... to the metro; as well as successfully navigating changing jobs, including substantial differences in pay and moving away from FIFO positions. With his guidance we haven't had to compromise our day to day living style and are still maintaining our long term financial goals. He is passionate about his work and provides a quality personal service.read more
Lesley Heath
01:17 22 Jun 20
We went to see David after a recommendation from a friend and have been delighted with the quality of advice and... responsiveness we have received. After many years of meeting with financial planners who either wanted to sell us their products or provide cookie cutter advice, David was a breathe of fresh air. He is interested in you as a person, your plans, hopes and dreams and tailors his advice and recommendations to achieve those. He has literally changed our way of thinking about money, our money management and our lives for the better. I only wish we had met earlier!!read more
Ray Mason
01:09 10 Aug 19
We first went to see David Sharpe about 12 years ago as we started to think (belatedly) about retirement. David steered... us through the GFC and led us towards a financially secure retirement. David wants to hear about your wishes for the future so he can help you achieve your goals at the same time securing a comfortable retirement. With the addition of Scott to his advisory team, he has now added skills that will allow you to get through the Aged Pension application process with little fuss. My only regret is that I didn't see David earlier.read more
