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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    23
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    221
Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable? ...

Michael's VIEWS  

The age of anxiety

15 October 2019    1
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    45
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    47
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. ...

May 2019 economic highlights

3 June 2019    3
A round-up of local and international political and business news. ...

Important decisions before entering an investment

30 May 2019    31
A look at local vs offshore; active vs passive; best- or worst-performing funds; and equities, bonds, cash or property. ...

Q&As: Financial implications when emigrating

16 May 2019    47
Answers to a few questions you may have pertaining to financial implications when emigrating from South Africa. ...

Forex – the dreaded exchange rate

25 April 2019    21
How the exchange rate works in forex trade. ...

March 2019 economic and market update

1 April 2019    14
News from home and abroad. ...

Low-volatility equity investing

22 March 2019    26
A low volatility equity portfolio fits well into an overall retirement fund and may result in both lower total risk and higher expected returns. ...

The multi-factor fund approach

4 March 2019    17
Multi-factor strategies build upon the concept of diversification: that combining exposures to factors can help soften the effect of drawdowns and increase the potential for outperformance. ...

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