Complete Group has dozens of licensed finance planners from the Ministry of Finance and has been assisting thousands of clients since 2013.

we specialize in executing financial planning for controlling shareholders, senior executives and independents.  The design focuses on three main parameters:

1. Optimizing pension savings and investment portfolios.  Examination of the quality of investment management in the portfolio, management fees costs, risk level in the portfolio, etc.

2. Optimizing your insurance portfolio.  Adjusting the insurance portfolio to the client's needs, eliminating double insurance, comparing all existing plans.

3. Tax Benefits - Our firm is accompanied by a CPA for tax advice in investment plans, bookkeeping and annual reports.

The planning is carried out, among other things, through computerized consulting software, which at the end of the process increases capital for retirement by tens of percent and at the same time helps save thousands of shekels in annual terms in private insurance.

Complete Finance & Insurance

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