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ADVISORS FROM

Global & Local Investment Advisors

Michael Haldane

Global & Local Investment Advisors

Gauteng Johannesburg

SHOW SPECIALITIES

Estate planning Investment Retirement planning Wealth Management

Viewing 1 - 1 of 1 total

LATEST FROM

Global & Local Investment Advisors

Budget Speech 2021 breakdown

25 February 2021 / By Michael Haldane

Treasury estimates that it is on track to return to a budget surplus in 2024/25.

What are we teaching our children about money?

19 February 2021 / By Michael Haldane

If we can start having real conversations about money with our children from a young age, we can take the stress out of financial planning for them before it is too late.

Implications of changes to our tax laws

12 February 2021 / By Michael Haldane

There were three very important changes that will affect most individuals in South Africa.

Why consider a life income as opposed to a life cover lump sum?

5 February 2021 / By Michael Haldane

A life income product can effectively be used to ensure successful financial planning.

January 2021 economic update

3 February 2021 / By Michael Haldane

The rand depreciated by just under 3,5% to end the month at R15.15 to the US dollar.

Are retirement annuities still worth it?

28 January 2021 / By Michael Haldane

The debate is quite hot.

December 2020 economic update

5 January 2021 / By Michael Haldane

Bitcoin had an eye-watering 300% increase for the year.

Company pension funds – myth or magic

18 December 2020 / By Michael Haldane

You cannot rely on your company retirement benefits to solely support you for an almost equal period as your working career.

Investing in a model portfolio

4 December 2020 / By Michael Haldane

It is important to understand how they work.

November 2020 economic update

1 December 2020 / By Michael Haldane

News of a vaccine during the month translated into November being a bumper month for global stock markets.

The most common misconceptions in investing

27 November 2020 / By Michael Haldane

Examples of mistakes investors often make.

Is 2020 the beginning of the end?

19 November 2020 / By Michael Haldane

An article about hope...

Emigration: what you need to know

13 November 2020 / By Michael Haldane

Answers to the most frequently asked questions.

October 2020 economic update

4 November 2020 / By Michael Haldane

Minister of Finance Tito Mboweni confirmed the economy is expected to contract by 7.8% in 2020.

Things to consider before investing

3 November 2020 / By Michael Haldane

Knowing where to start is the hardest part; an advisor will assist with mapping out a financial plan that matches your goals.

Important things to know about endowments

23 October 2020 / By Michael Haldane

Endowments not only offer tax benefits but help investors save with discipline.

The procedure to follow when a person dies

16 October 2020 / By Michael Haldane

Plus the taxes and deductions payable by the estate.

Are we in the process of bargaining our economy out of existence?

12 October 2020 / By Michael Haldane

The future of our economy is literally in your hands when you dig into your wallet to make a purchase.

September 2020 economic update

5 October 2020 / By Michael Haldane

The rand continued to recover in September and is still expected by most economists to recover even further before the end of the year.

Client confidentiality above all else

18 September 2020 / By Michael Haldane

FSPs are required to act honestly and fairly, and with due skill, care, and diligence in the interests of clients.

Where to from here?

10 September 2020 / By Michael Haldane

If you have set financial goals, stick to them through the volatility.

Financial advisor vs broker: the key differences

7 September 2020 / By Michael Haldane

The main role of the advisor is to help a client clearly understand their financial goals.

August 2020 economic update

1 September 2020 / By Michael Haldane

Apple hit a market cap of $2 trillion for the first time this month.

How do service providers justify their fees?

27 August 2020 / By Michael Haldane

The investment management fee is generally a standard fee that does not change often or change depending on the performance.

Investors are spoilt for choice

21 August 2020 / By Michael Haldane

How to choose the investment strategy that's right for you.

Government looks to amend tax laws to keep hold of retirement funds

13 August 2020 / By Michael Haldane

New legislation seeks to prevent South Africans who no longer pay tax in SA from withdrawing retirement funds until they can prove non-tax residency.

Is it the right time to invest in property?

30 July 2020 / By Michael Haldane

What you should be considering before making the investment decision.

Delay in government getting its hands on the pension fund pot

23 July 2020 / By Michael Haldane

The ANC has confirmed that it is relooking at changing the rules of Regulation 28.

The benefits of using model unit trust portfolios

16 July 2020 / By Michael Haldane

Diversification can be expanded to not only include different asset classes, but also different fund managers.

Making asset allocation decisions in turbulent times

13 July 2020 / By Michael Haldane

Focusing on assets and sectors that have not yet fully priced in the upcoming global economic recovery could be beneficial.

How the 2020 tax season will work

9 July 2020 / By Michael Haldane

The tax filing season will only be opening as from September 1.

Banking in death: Corporate cash manager accounts

3 July 2020 / By Michael Haldane

CCM accounts are regulated in the same manner as normal everyday transactional bank accounts, with a few exceptions.

Watch: June 2020 economic update

1 July 2020 / By Michael Haldane

Gold has rallied 17% so far this year.

Think technology for your portfolio

26 June 2020 / By Michael Haldane

Evidence suggests investing in technological and biotechnological funds during market turmoil could gain an investor a better return relative to other traditional celebrated funds.

Covid-19 emergency budget speech summary

24 June 2020 / By Michael Haldane

Projected consolidated budget spending, including debt, will exceed R2 trillion for the first time ever.

How to avoid becoming a victim of a phishing scam

19 June 2020 / By Michael Haldane

As fraudsters evolve, we need to become more aware of what information we put out there.

Important things to consider before withdrawing retirement savings

15 June 2020 / By Michael Haldane

Cashing in your retirement savings can trigger a high tax implication.

WATCH: May 2020 economic update

2 June 2020 / By Michael Haldane

The S&P 500, FTSE 100, and Hang Seng fell in May, while the Alsi increased by 2.11%.

A look into alternative investments

17 May 2020 / By Michael Haldane

Scotch Whisky has historically delivered average returns of 12% per annum over the last decade.

The importance of risk cover

7 May 2020 / By Michael Haldane

Risk cover ensures you and your family will have an income should anything happen to you.

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