Posted on Google
Wendy MitchellTrustindex verifies that the original source of the review is Google.
I’ve been working with Jess for a few years now, and the transformation in my financial life has been nothing short of extraordinary. The freedom I now enjoy being able to pursue goals I once thought were out of reach has come with surprising ease, thanks to her guidance. Jess genuinely cares. She takes the time to understand how you want to live, what matters to you, and helps you build a roadmap that reflects your values and dreams. Her regular check-ins keep me focused and accountable, and watching my debt shrink while my assets grow has been incredibly motivating. Whether you’re just starting out or looking to refine your financial future, I wholeheartedly recommend Jess. Her expertise, empathy, and personalised approach make her an exceptional advisor especially if you’re seeking a future with less stress and more possibility.Posted on Google
Michael FleggDave and the team provide fantastic customer service, focusing on what is best for their clients and their needs. Whether it is providing the actual advice, or facilitating the "admin" of making the advice work, the team are extremely courteous and professional and make the whole process as easy as it can be. Highly recommend.Posted on Google
Bryan MorrisMy wife and I have been with Globe Finacial Planning for the last 10 years and can't recommend them highly enough, our only complaint is that we wish we had gone there sooner. Dave and his team are professional, knowledgeable and best of all explain things in a manner that we can understand. Our account is currently managed by one of the senior planners Jessica Dean and she is great; Jess is always available for answering our questions and putting thing into perspective for us regarding our finances. We have Quartey face to face meetings with Jess, and this is where we really see the benefits by the way she goes through every detail of our financial plan and as I said explain thing in a way that we understand. We both leave satisfied in the fact that we are well on our way to financial freedom for our future. Couldn't recommend Dave, Jess and the team more.Posted on Google
Ryan & AlisaWe’ve had such a positive experience with Globe Financial. Aaron, Jessica, and Karen have all been wonderful—friendly, professional, and supportive. They took the time to explain everything clearly, answered all of our questions, and guided us through the process step by step, which made what could have been stressful feel really simple and straightforward. Every meeting was summarised with outcomes and actions, so we knew exactly what was explained and what to do. Communication was excellent. They were always easy to reach and went above and beyond to make sure we felt confident and comfortable with every decision. They genuinely cared about us and were invested in helping us achieve the best outcome. We’re really happy with the service we received and feel reassured knowing we’re in such capable hands. Thank you Aaron, Jessica, and Karen for making the whole experience smooth and positive. We will definitely be recommending Globe Financial to friends and family.Posted on Google
Kylie NewtonThe team at Globe have managed and provided advice on financial, estate and retirement planning for my husband and I for approximately 5 years and I truly couldn’t recommend anyone more highly. Their advice has been incredibly valuable in getting us closer to financial freedom and they’ve been a delight to deal with along the way. We have recommended them to family and friends and wouldn’t hesitate to do so again in future.Posted on Google
KoDeMondoI have recently called them to book an appointment for financial advising, I have been told that they don't do business over the phone!! OMG!Posted on Google
Brett SmithDavid 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.Posted on Google
Michelle BradyWe 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 GlobePosted on Google
Nadine WhiteThe 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.Load more
Testimonials
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.
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.