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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    37
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    26
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    227
Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable? ...

Michael's VIEWS  

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    65
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    76
Every rand earned is worth saving today for the rainy days ahead. ...

The age of anxiety

15 October 2019    2
Ongoing political and economic developments are causing concern among investors. ...

September Market Economic Update

2 October 2019    1
News from local and global markets. ...

August market economic update

5 September 2019
The public has until 15 September to comment on the finance minister's economic transformation paper. ...

What is the real tax rate in SA?

26 August 2019    62
Income tax is just the start; hidden taxes must also be considered in budgets. ...

What makes investing so difficult?

8 August 2019    16
The risk in cryptocurrencies is very high and in no way an easy way to make a quick profit. ...

July market economic updates

3 August 2019    1
A round-up of market, economy and currency news. ...

Why it’s a good idea to start saving up towards your retirement now

5 July 2019    48
It's said you would need at least 70% to 75% of what you earned at the peak of your career to maintain your lifestyle at retirement. ...

June 2019 economic update

3 July 2019    3
A round-up of economic and political news from last month. ...

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