Globe Financial Planning 682 Murray Street, West Perth, Western Australia 6005
About the Business
Welcome to Globe Financial Planning, located at 682 Murray Street in West Perth, Australia. As an establishment focused on finance, we strive to provide unbiased and independent financial advice to our clients. At Globe, we believe in prioritizing and setting lifestyle goals for our clients, and then providing them with a financial roadmap to help them achieve their dreams. We are not just interested in your finances; we are interested in you as an individual.
Many of our clients have expressed their appreciation for the services we have provided them and their families. They value the peace of mind that comes from knowing we are focused solely on their best interests. Our financial advisor, David Sharpe, has been working with clients for nearly a decade, patiently explaining complex financial matters in a clear and concise manner. He takes the time to answer questions and ensure that clients fully understand their financial situation.
When you engage Globe Financial Planning, you not only receive financial services, but you also gain a trusted friend and life coach. Our approach goes beyond simply accumulating assets; we also help our clients achieve the lifestyle they desire. Through a series of meetings, we discuss not only investment options but also lifestyle choices. We consider factors such as risk aversion, time frames, insurance needs, and retirement plans to create a comprehensive strategy that aligns with our clients' goals.
Globe Financial Planning regularly reviews our clients' strategies and choices, making any necessary adjustments on their behalf. Clients receive a full written report and a verbal explanation, ensuring transparency and understanding. Our clients often consider David Sharpe a personal friend and have recommended him to their friends and family.
Our clients have seen significant improvements in their financial situations and lifestyle goals since working with Globe Financial Planning. We provide excellent advice and planning services that give our clients peace of mind about their financial future. Whether it's bill paying, mortgages, savings, financial planning, life insurance, or superannuation management, we take care of the details so our clients can enjoy life without worrying about day-to-day financial matters.
We offer a range of independent financial advice services for various clients. Our expertise is highly regarded, and we are frequently sought after for our opinions on financial matters. You can find some of our latest news and insights on our website.
If you're ready to take control of your financial future and achieve your lifestyle goals, book an appointment with Globe Financial Planning today. Our clients have found that working with us has been a turning point in their lives, leading to improved financial situations and a sense of security. We gladly recommend David Sharpe and Globe Financial Planning to anyone seeking reliable and trustworthy financial advice.
Location & Phone number
682 Murray Street, West Perth, Western Australia 6005, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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'."
"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."
"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."
"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!!"
"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."
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