About
The Complete Group personally accompanies over thousands of satisfied clients and over NIS 250 million managed client assets through dozens of licensed finance agents and planners on behalf of the Ministry of Finance.
We specialize in pension, financial and insurance planning, face to face for individuals and businesses.
We believe that Complete and its agents provide a unique service unparalleled in the Israeli market. On the one hand, the highest level of professional service, which includes all the leading insurance products, pensions and finances in Israel, and supported by advanced computer systems. On the other hand, personal attitude and family atmosphere with extensive experience in the field.
The agency is privately owned by Harel Cohen and Jonathan Nahmadi and is not held by insurance companies or investment houses. Because of this fact, the agency can offer a wide range of services and products that are tailor-made for each client, regardless of or commitment to any other party. The agency’s independence allows it to produce original insurance and finance solutions with products from several companies, and at the sole discretion of customers.
The agents and financial planners in the Complete Group
Complete brings together the most professional and experienced agents. The team includes agents with extensive experience in investment houses, insurance companies and banks.
Financial planning is a complex profession, requiring specializations in a number of subjects such as: investment, taxation, insurance and pensions. We allow our client audience to get the best solution based on the knowledge and experience of all agents and specialists in the group. All service providers in the agency are top-notch professionals, including licensed insurance agents, underwriters, economists, accountants and professional referrers.
Complete and you
At Complete we provide our clients with the peace of mind and financial security they are looking for.
In our complex world where there are insurance companies, investment houses, banks, pension funds, mortgages, social security and income tax you need a family financial adviser. At the agents’ office, the financial planner will significantly reduce your expenses! Savings that will accumulate to hundreds of thousands of shekels. We offer a package that includes a large number of financial services that provide a comprehensive and complete solution to the client and his family in all areas, all in one home.
- Providing ongoing face-to-face service by a professional and experienced financial planner.
- We will present you a snapshot of your financial assets and management fees that you pay.
- Using calculated counseling systems we will compare all the savings funds and insurance plans and optimize them.
- Be attentive to your needs and tailor the program that suits you.
Complete – our knowledge of your confidence.