We at Global & Local see ourselves not merely as ’financial planners‘ but more as client portfolio managers, along the lines of a private banking-type service. When dealing with Global & Local, you as a client can be reassured of the following: - Customised financial solutions - Advice independent of any particular financial institutions influence - Fully transparent transactions and fees - On-going client review process We offer the following services to individuals, companies, Trusts and legal entities: - Investment planning and advice - Retirement planning - Forex and Corporate Cash Manager - Risk cover - Fiduciary services - Offshore investment products - Trusts We feature regularly on Mix FM and LM radio and our Managing Director, Michael Haldane is a prolific contributor on Moneyweb: https://www.moneyweb.co.za/financial-advisor/michael-haldane/