Financial planning · Cape Town · since 1991

Growing people.
Creating wealth.

A family-run practice advising Cape Town families and business owners for over three decades. Clear, honest financial advice, and a team that stands behind it.

Speak to an adviser What we do
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The practice

One family has advised Cape Town since 1991. The principle has never changed: a clear, honest plan, and people who stand behind it.

The full story
Cape Town · 1991
How it begins

Four steps. Then years of follow-through.

01

A conversation.

We listen first. Your life, your goals and your people come before any product talk.

02

A plan.

Risk cover, investments, retirement and estate planning brought into one clear plan you can actually understand.

03

It gets done.

The plan is put to work and the paperwork handled, so decisions become outcomes.

04

Reviewed, every year.

Your plan is reviewed as your life changes, year after year, by the same people who built it with you.

Start with a conversation
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.

1991
Advising since
100+
Combined years' experience
1 000+
Careers placed
10+
Advice areas, one practice
The story behind the numbers

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 on Wills, Trusts & Property Built to be passed on. Wills · Trusts · Property advice · Estate planning
Our team

The family behind your plan.

TNPortrait to follow TessRecruitment Meet Tess LNPortrait to follow LaurenCustomer Relations Meet Lauren DNPortrait to follow DevonExec Consultant · Sales Meet Devon CNPortrait to follow CheRecruitment Meet Che ANPortrait to follow AlwynManaging Director Meet Alwyn
Meet the team
Our affiliates
01 Liberty Life cover, retirement and investments Globex has been a Liberty-affiliated practice since 1991. Your cover, retirement annuities and Liberty portfolios are advised by us and carried by one of South Africa's largest insurers. About Liberty → 02 Standard Bank Banking, wealth, property finance and direct offshore Through Standard Bank and Standard Bank Wealth, your plan reaches beyond insurance: banking, property finance and direct offshore investing in the same conversation. About Standard Bank → 03 STANLIB Unit trusts STANLIB manages the unit trust side of your plan, domestic and offshore, including tax-free savings. Your adviser picks the portfolios; STANLIB runs the funds. About STANLIB →
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.

Message recruitment Email your CV

Ready for a clear, honest plan?

One conversation is all it takes to see where you stand.

Speak to an adviser

Prefer to talk first? Call Devon on 082 889 6927.