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Contact information

Contact Number: 0114862500 / 0832695040
Address: 175 Barry Hertzog Avenue, Emmarentia, Johannesburg 2195


Michael Haldane formed Global & Local in 1999, after having achieved a Bcom Honors at the University of Kwazulu Natal and spending 8 years working for a number of financial institutions. Michael is a born investment advisor who places the needs of investors first. He has a deep understanding of investing in all this vast subject’s variances, especially when it comes to unit trusts, pre-retirement planning, hedge funds, post retirement investment management and offshore investments. Michael is especially skilled in advising offshore investments. Michael has passed the required RE 1, 5 & 3 exams.

Michael is married, has two children and is passionate about Eastern philosophies. He is also a voracious reader, traveller and enjoys playing squash.

Company Info

Global & Local formed by Michael Haldane 20 years ago.

Throughout this time Michael has developed a deep understanding of those investors who are considering, entering into or in retirement. This understanding has now expanded to assisting those who wish to invest in markets outside of South Africa.

During the last 20 years Global & Local has developed a highly respected team of 35 people who administer, analyse, review and service Global & Local clients who reside all over South Africa, and across the globe. Global & Local has an in-house analytical team of 5 highly qualified analysts whose task it is to analyse markets, investment institutions, funds, fund managers and client investments.

Global & Local can also offer cash accounts, transactional FOREX services as well as onshore and offshore investments.
Global & Local has remained a completely independent investment advisory company and as such we have 58 contracts with different product providers as well as being able to provide outside experts in the fields of tax; fiduciary and estate planning services.
Global & Local is able to provide advisory and investment portfolio management services to individuals, companies and trusts.


Trusts: do I have funds due to me as a beneficiary?

2 September 2019    39
Sign a letter of authority and send it to all investment providers to ascertain if there are any investments in your name. ...

What platform can I use to buy Nasdaq stocks?

20 June 2019    27
Know the risks in trying to manage your own portfolio – even professional traders are getting their calls wrong. ...

‘You’re a priest, doctor and trauma counsellor’

10 May 2019    27
I only recommend what I've invested in personally – Global & Local founder Michael Haldane. ...

Are my pension plans wise?

8 April 2019    137
After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired. ...

How do I invest my pension when I retire?

18 March 2019    231
Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable? ...

Michael's VIEWS  

WATCH: March 2020 Economic Update

2 April 2020
The rand dropped to a record low. ...

Are you ready for those unforeseen circumstances?

31 March 2020    12
Here's how to prepare. ...

Sanctions list searches – the dreaded false positive

13 March 2020    6
Having a financial advisor can work in your favour. ...

Nine questions on offshore investing answered

6 March 2020    51
What you need to know about investing internationally. ...

WATCH: February Economic Update

3 March 2020    1
Good news from Tito's budget; coronavirus continues to impact markets. ...

Budget Speech 2020 Review

26 February 2020    32
It's not all bad news. ...

The Global Wealth Report summarised

17 February 2020    34
South Africa contributes US$0.77 trillion or 0.21% to the total global wealth. ...

WATCH: January Economic Update

7 February 2020
The year got off to a shaky start. ...

A decade encapsulated

22 January 2020    61
As a new decade dawns, we look at a few major international, regional and local headlines that gripped the last decade. These were headlines that shocked us, made us laugh, dance, cry, emotional, enri ...

December 2019 Economic Update

6 January 2020    1
The rand had an estimated 4.5% rally in December. ...

WATCH: November 2019 Economic Update

5 December 2019    4
Moody's downgraded SA's outlook, putting the country a notch away from junk status. ...

The benefits of investing offshore and what to consider

27 November 2019    66
International investing may offer a hedge for investors who fear the depreciation of the rand. ...

WATCH: October 2019 Economic Update

5 November 2019    2
Equity markets gained 3.1% in October which was led by a rally in the Resources sector. ...

MTBPS: Has government been able to carry out what was set out?

31 October 2019    1
Finance Minister Tito Mboweni delivered his much-awaited medium-term budget policy statement on October 30 2019. It’s South Africa’s most influential one as a review from credit ratings agency’s ...

The essence of saving and the different ways to save

24 October 2019    77
Every rand earned is worth saving today for the rainy days ahead. ...

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