Globe Financial Planning is an independent financial planning firm based in Australia, dedicated to providing unbiased financial advice to clients. With a focus on prioritizing and setting lifestyle goals, Globe works closely with individuals to create a personalized financial roadmap to help achieve their dreams. Clients appreciate the firm’s genuine interest in their well-being, not just their finances, leading to a strong sense of trust and peace of mind.
specialising in retirement planning, cashflow management, money and divorce, and managing windfalls, Globe offers a range of services tailored to professionals, business owners, families in or approaching retirement, and those experiencing significant life events. As an independent firm, Globe prides itself on putting clients first, without charging asset-based fees, receiving commissions, or having ownership ties to financial institutions. This commitment to independence sets Globe apart in the financial planning industry.
Driven by a passion for helping clients achieve their personal dreams and aspirations, Globe Financial Planning is dedicated to empowering individuals to make informed decisions about their finances. With a focus on providing long-term, trusted advice, Globe aims to support clients in creating a life of choice, not default. Recognized for their excellence, Globe’s principal, David Sharpe, has been acknowledged as one of the top Certified Financial Planner practitioners in Australia, further highlighting the firm’s commitment to delivering high-quality financial services.