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
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.

DomesticOffshoreUnit trustsTax-free
More on investments

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
 02 · Grow

Investments

Wealth with reach.

  • Domestic
  • Offshore
  • Unit trusts
  • Tax-free
 03 · Retire

Retirement

Time, made visible.

  • Retirement annuities
  • Tax-efficient saving
  • Retirement planning
 04 · Pass on

Wills, Trusts & Property Advice

Built to be passed on.

  • Wills
  • Trusts
  • Property advice
  • Estate planning
Our team

Real people, a message away.

Every enquiry reaches the right person directly. Message an adviser about your plan, our recruitment team about a career, or customer relations for service.

Advice & sales Devon Client service Lauren Careers Tess & Che Practice leadership Alwyn
Managing Director
Alwyn Niddrie
 Exec Consultant · Sales
Devon Niddrie
 Customer Relations
Lauren Niddrie
 Recruitment
Tess Niddrie
 Recruitment
Che Niddrie
Meet the team
1991
Advising since
000+
Combined years' experienceTo confirm
000+
Careers placedTo confirm
4
Advice areas, one practice
The story behind the numbers
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 the office on 021 670 5888.