Spending power
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Spending power
Key facts
Counted staff
5
self-reported 2–10 band
Founded
2009
17 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.
Globe works with clients to help prioritise and set lifestyle goals and gives you the financial roadmap to help you achieve your dreams. We are interested in you, not just your finances.
Independence Being an independent financial planning firm is something we proudly share with all of our clients and something they value!
Why? Primarily because it reaffirms our commitment to putting our clients first and providing peace of mind that we are not just going to sell them a product.
Very few financial advisers can call themselves independent. It is a term restricted in law and requires an adviser to meet a very high hurdle. That is why less than 1% of advisers meet the criteria.
It means that we don’t charge asset-based fees, we don’t receive commission, we don’t receive referral payments and we don’t have any ownership by financial institutions.
Who We Work With We specialise in helping professionals, business owners and those families approaching or already in retirement. We also provide a service for those that have recently experienced a significant (and complex) life event. This may include matters such as divorce, inheritance or a sudden windfall.
Globe clients value having a trusted adviser on whom they can rely to help them make their important money decisions over the long term.
We are not for everyone and in particular, we do not typically deal in single-issue advice. Whilst we appreciate ad hoc advice is important, Globe is generally unable to assist.
Specialties
All 1 specialty
- Independent financial advice
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU682 Murray St; Suite 2, Level 1; West Perth, Western Australia 6005Primary
Grid intelligence Members
Signals & hiring
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Headcount trend
Financials
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Paid-up capital
Fiscal period
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Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
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FAQ
How many people work at Globe Financial Planning?
5 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Globe Financial Planning have offices?
One address on record, Australia only. Primary: 682 Murray St, Suite 2, Level 1, West Perth, Western Australia 6005.
Has Globe Financial Planning raised funding?
None linked to this brand.
What does Globe Financial Planning list as its specialties?
One tag on the brand's own list, among them Independent financial advice.
Which companies are listed alongside Globe Financial Planning?
Six peer profiles on record: Momentum Planning and Ultimum Financial.