Globe Financial Planning

We’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.

Ryan & Alisa

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The 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.

Kylie Newton

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My 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.

Bryan Morris

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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.

Wendy Mitchell

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Dave 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.

Michael Flegg

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