A medical model for financial-pension planning
In the first step, we will collect the data from the websites of the Ministry of Finance and the Pension Clearing House, in order to study and get to know your personal file.
In the second step, we will perform a comprehensive analysis of the case using unique software and tools. We will present all the data to you in a personal meeting, in which we will adjust the file to the needs of your individual family unit.
In the third stage we will take care of making all the changes with the investment houses, insurance companies and our service providers.
After we finish the process we will remind you that we are with you all the way, and we will be happy to help and answer any question you may have. Every year we will hold a periodic meeting where we will review and analyze the file and make additional adjustments if necessary.