Globe Financial Planning

Reviews, get directions and contact details for Globe Financial Planning

"At Globe we look at our clients differently and in particular how we can enhance their quality of lifestyle.Financial Planning is about brainstorming with a client their goals, dreams and ambitions. Globe Financial Planning works with our clients to prioritise these ideas and then develop and implement financial strategies relevant to each individual objective.At Globe we want to know your financial world whether it be the first house you want to buy, the education you want for your children, that round the world holiday, the concern you have over your home loan debt or that hard-earned retirement you have been working towards over the years."

Address: Level 1, 1315 Hay St, West Perth WA 6005, Australia

Phone: (08) 9463 0047

Website

State: Western Australia

City: West Perth

Zip Code: 6005

Opening Hours

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

Update Info

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Reviews

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.

I 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!

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Globe Financial Planning

Reviews, get directions and contact details for Globe Financial Planning

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