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Contact information

Contact Number: 0114862500 / 0832695040
 
Address: 175 Barry Hertzog Avenue, Emmarentia, Johannesburg 2195
 
Website: http://www.globallocal.co.za

About

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.

Michael ON MONEYWEB  

Are my pension plans wise?

8 April 2019    115
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    198
Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable? ...

Michael's VIEWS  

March 2019 economic and market update

1 April 2019    3
News from home and abroad. ...

Low-volatility equity investing

22 March 2019    15
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 theĀ potential for outperformance. ...

February 2019 economic and market update

4 March 2019    1
The outcome of the national budget and international news on the market. ...

Changing rands to other currencies: What you need to know

20 February 2019    13
Transferring money out of South Africa is a little more complex than individuals may think. ...

January 2019 economic and market update

12 February 2019    2
The best-performing shares in January were financial services. ...

What is smart indexing investing and how does it help your investment portfolio?

11 February 2019    10
Smart beta fundsĀ seek to achieve better risk-adjusted returns than traditional index funds. ...
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