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פרופיט - PROFIT
כל מה שאנחנו עושים זה לעבוד בשביל העתיד שאתה רוצה לעצמך הצטרפו אלינו הקבוצה הגדולה בישראל לניהול פיננסי ופנסיוני 27 מיליארד ש״ח נכסי לקוחות מנוהלים 127,000 לקוחות 15 שנה ניסיון מצטבר 240 מתכננים פיננסיים בפריסה ארצית למה אנחנו? אוביקטיביות עבודה עםמגוון גופים מקצוענות מאגר ידע של מעלל-200 אנשי מקצוע עוצמה יתרון הגודלבשירות ובמחיר ליווי אישי על ידי גורם קבועלאורך זמן מעטפת שירותים בליווי אישי תכנון פרישה תכנון פיננסי […]
דרור בטחון פיננסי | תכנון פיננסי | תכנון תיק ביטוח | תכנון תיק השקעות | תכנון פרישה | תחת קורת גג אחת
ניהול נכון של הצרכים הפיננסים הינו אבן היסוד לניהול כלכלי נכון – על ידי הבנת הפערים בין הרצוי למצוי, התאמת הצרכים בצורה המדויקת, המניבה, הרווחית והנכונה ביותר עבורך ועבור בני משפחתך בכל התחומים: הכוונה לפני פרישה, תכנון פנסיוני הכוונה פיננסית כלכלית, ייעוץ השקעות ומשכנתא, התאמת פוליסות ביטוח, בדיקת תיקי ביטוח ומגוון שירותי תכנון פיננסי אשר מספקים כלים יעילים להתנהלות נכונה והתמודדות מול האתגרים השונים שמציבים לנו החיים.
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