Today's financial world is highly complex and undergoing constant changes; when it comes to planning and managing his and his family's financial future, the state puts the citizen in the driver's seat. Confusion and ignorance may lead to critical mistakes in financial management and cripple your economic future as well as your family's.
Now is the right time to step up to an integrative financial consultation – a comprehensive financial and pension counseling to list your entire financial and insurance needs. This counseling will walk you through the crossroads of your life wisely and safely. It will Follow you through buying your first apartment, choosing the mortgage for it, making wise investments and up to planning your retirement.
Only a comprehensive financial and pension counseling will enable you to get a better overall financial picture to help you take the best decisions for your own good.
Together, we will study your financial needs and capabilities, the risks you are willing to take and your future aspirations. After analyzing this information, we will offer you the best financial investments, insurance policy and pension plan you can get, tailor-made just for you, and naturally, we will follow you through any change you will be required to make with the relevant financial institutes.
Our firm is certified by the Ministry of Finance to render pension counseling and by the Israel Securities Authority to render investment advise, and above all, it holds years of experience accumulated in leading financial institutes. We put your interest at our top priority, thus we strive to offer you a strictly objective pension counseling. Today's financial decisions, secure your tomorrow.
Bella Reznik, MBA, pleased to meet you – I graduated my bachelor's degree in economics (cum laude) and hold a MBA from Tel Aviv University. I am also a Certified Pension Counselor licensed by the Ministry of Finance and a Certified Investment Advisor licensed by the Israel Securities Authority.
I have been working for several leading financial institutes for the first 15 years of my career (1992 – 2007):
I began my professional journey as a trader, certified by the Tel Aviv Stock Exchange, at Bank Mizrahi. As part of my role, I traded on behalf of Mizrahi clients on the trading floor. Afterwards, I moved to managing investments at Emda, a subsidiary trust fund of Bank Mizrahi.
After a period of five years spent working for Emda, I entered Bank Yahav where as part of my last role, I managed the bank's investment division, managing a staff of nine investment and asset management persons controlling approximately NIS 14 billion in 27 provident and study funds. Eventually, I landed in Kahal, the largest study fund in Israel at the time, controlling NIS 10 billion. At Kahal, I established and managed an investment division of seven investment persons. My role there consisted, among other things, of management, assessment and analysis of the varied investment instruments available in Israel and abroad.
The numerous tools, the profound acquaintance with these financial institution's working methods, and the vast experience and expertise I accumulated in the financial world led me to found a private and business sector orientated consultancy firm, in 2007.The firm offers professional counseling, absolutely objective and lacking any interfering interests. During counseling we examine the entire aspects of the customer and match it, with the financial instruments to lead it to a better financial future, whilst putting his best interest at the top of our priorities.
For further details please contact us