Founded in 1999 by current managing director Michael Haldane, after having realised that many financial institutions were not able to provide their clients with complete independent advice. In this time, Global & Local has become one of the most respected financial advisory companies in South Africa.
In order to service this client base of over 4000 clients, with over R5 billion invested through Global & Local, we have built a team of talented and passionate individuals, each with talents ranging from investment advice, technical analysis and administration.
The company services clients that reside in South Africa as well as abroad in countries such as USA, United Kingdom, Switzerland, Egypt, Canada, Japan, Australia and New Zealand.
To build a financial advisory practice that is respected and revered due to its adherence to the highest level of ethics, professionalism and good business practices.
Client Service Commitment
The company and its entire staff are committed to excellence. We strive to achieve the highest standards of service, product innovation and initiative where appropriate.
Compliance to Industry Legislation
It is the view of Global & Local to build a sustainable business based on dealings with our clients that are absolutely honest and have all elements of utmost ethical and moral transacting. We have contracted one of the top compliance officers in the financial services industry, who audits Global & Local on an on-going basis to ensure that all transactions comply with current and any future legislation that may brought into the industry.