We see many different investment products all the time, but because of our in-depth technical analysis and due diligence we have a deep understanding of what investment products promise and what they are able to deliver where it matters, to you our client.
We know what is possible, we know what returns are probable, which means we know when someone is simply trying to cheat people out of money for their own means.
Come talk to us, we can help you understand.
-Global & Local founder Michael Haldane.
Investment advisory companies can never be successful if they rely solely on the expertise of a single individual person. It takes teams of people who each have a specialized skill and set of experience to effectively manage your invested capital in the way you need.
These people are the people that make it all work, the machinery that drives your investments forward. After having worked for a number of financial institutions for a number of years, Global & Local founder Michael Haldane realised that many financial institutions were not offering the independent advice to their clients as they promised.
In 1999 Mr. Haldane decided to create a company that would offer real independent advice to clients who deserved independent investment advice underpinned by independent research and due diligence.
Wade successfully completed a higher certificate in financial planning in 2016 and took on the role of an Independent Financial Planner for Global and Local. The company opened a branch in the south of Johannesburg where Wade was the branch manager for 2 years.
Wade has been based at the Global and Local, Emmarentia office for the last 2 years establishing and supporting a wide client base. The focus is on meeting with clients is to find the best solutions for individual needs, reviews of investments and advice. In 2020 Wade joined the Board of Directors of Global and Local.
Wade is married, belongs to the Alfa club of South Africa, enjoys squash and eastern philosophy.
Prior to founding Global & Local, Michael worked for a number of financial institutions in varied positions.
Michael has over 25 years experience in the investment industry, holds a B.Com Honours degree from the University of Natal and is a Certified Scotch Professional (CSP).
Michael is a frequent speaker on Mix FM and LM Radio giving insight into investments and answering listener questions and he is a prolific contributor on Moneyweb.
Michael is a student of Eastern philosophy, he enjoys cultural events, travelling and a good game of squash. Michael is married with 2 daughters.
In 2009 she became the administration team leader and in 2010 the administration manager.
In 2013 Global & Local formed its first Risk Division which Theolene headed up and this opportunity allowed her to become more confident in dealing with clients and individuals in a whole.
Theolene then became Global & Local’s General Manager in 2015 and in this position, she obtained a qualification in Human Resources. In 2018 she was asked to join the board of Directors.
Theolene is happily married with 2 daughters, enjoys travelling, spending time with her family and she’s an avid cook who loves to experiment in the kitchen.
Years combined experience
Assets under management
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.
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.
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.