A conversation.
We listen first. Your life, your goals and your people come before any product talk.
The practice
One family has advised Cape Town since 1986. The principle has never changed: a clear, honest plan, and people who stand behind it.
The full story
Cape Town · 1986
How it begins
Four steps. Then years of follow-through.
A plan.
Risk cover, investments, retirement and estate planning brought into one clear plan you can actually understand.
It gets done.
The plan is put to work and the paperwork handled, so decisions become outcomes.
Reviewed, every year.
Your plan is reviewed as your life changes, year after year, by the same people who built it with you.
Domestic and offshore
Wealth that can travel.
Investments at home and offshore, built into one plan. Wherever life takes your family, the plan goes with you.
DomesticOffshoreDirect offshoreUnit trustsTax-free
More on investments
The numbers
The practice, in numbers.
1986
Advising since
100+
Combined years' experience
1 000+
Careers placed
10+
Advice areas, one practice
A plan built around your life.
What we do
01 · Protect
Risk Cover
Your people, at the core.
Life cover · Disability · Dread disease · Income protection · Short-term insurance
02 · Grow
Investments
Wealth with reach.
Domestic · Offshore · Direct offshore · Unit trusts · Tax-free
03 · Retire
Retirement
Time, made visible.
Annuities · Tax-efficient saving · Planning
04 · Pass it on
Wills, Trusts & Property
Built to be passed on.
Wills · Trusts · Property advice · Estate planning
Our affiliates
One group behind your plan.
Globex is a Liberty-affiliated practice. Liberty, Standard Bank and INN8 are all part of the Standard Bank Group, so your cover, banking and investments sit under one roof.
01
Liberty
Retirement, investments, unit trusts and lifestyle risk
→
02
Standard Bank
Banking, wealth, property finance and direct offshore
→
03
INN8
Unit trusts and tax-free savings
→
More about our affiliates
Careers at Globex
Build a career worth staying for.
We are always looking for driven people who want to do financial planning properly, with real mentorship, an established practice behind you, and a family culture that grows its own. Talk to Tess or Che in our recruitment team.
Ready for a clear, honest plan?
One conversation is all it takes to see where you stand.
Prefer to talk first? Call Devon on 082 889 6927.