Globe Financial Planning
5.0
Based on 9 reviews
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Michelle Brady
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
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
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
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
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
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
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
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
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
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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.

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