Our Services
How much money will I have to retire? Is my management fee in the training fund expensive? Are my pension fund earnings satisfying? Do I need health insurance at all?
We, at Complete, have a wide range of solutions available for every stage of life. Through advanced consulting systems we will map all your insurance and savings plans, make a comparison between all insurance companies and investment houses and finally formulate a recommendation that fits your needs and compares with all the exchanges available in the market. The team of agents and financial planners 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.
Pension savings
As life expectancy lengthens and the transition to pension increases, we are today required as individuals and a society for a very big challenge.
Many of us expect a long life of retirement as working people. In such a reality, professional and accurate pension planning is of critical and crucial importance to our quality of life after retirement.
Over the years, long-term savings plans such as pension funds, executive insurance or provident funds have been opened for us. With proper financial planning, you can maximize and improve your savings, and proper planning will significantly increase your pension and in fact constitute one of the most important economic decisions of our lives.
Complete works with all the leading pension and provident insurance companies in the market, allowing its agents to offer you the best product and best market conditions! We see this as a vital service and even a real mission, and we are convinced that we can increase the pension savings of tens of percent by allocating informed assets, maximizing tax benefits and cost savings. The comparison is made between all insurance companies and pension funds using a computed consultancy software that guarantees you to find the best savings for you with the most competitive management fees.
Complete – our hand is your confidence!
Individual insurance
Throughout our lives we are exposed to many risks. Unfortunately, we cannot protect you from their realization, but we can provide you with financial protection to the extent that they do not.
Complete offers its clients the best insurance solutions on the market and under unique conditions for our clients.
Since we work with all companies, we are able to provide you with the best coverage, at the most affordable price in any of the following areas:
Life insurance, health insurance, serious illness insurance, personal accident insurance, nursing insurance and loss of work capacity.
We at Complete will help you compare all the exchanges in the market and tailor your coverage according to your needs, the comparison is made between all insurance companies using a calculated consultancy software that guarantees you the most extended coverage at the most competitive price.
Complete – our hand is your confidence!
Provident, training, savings and investments
Proper investment is our opportunity to increase our financial wealth and protect it from its real erosion.
At Complete, we specialize in financial planning and offer our clients a wide range of savings and investment solutions from the leading investment houses in Israel.
When choosing the right solution for you with you, we take into account taxation considerations, management costs, risk diversification and asset allocation based on the expertise of the management bodies. We’ll help you compare all provident funds and training funds and tailor your plan according to your needs. Comparison is made between all insurance companies and investment houses using computed advisor software that ensures you find the best savings for you in the most competitive management fees.
Complete – our hand is your confidence!
Bookkeeping
In order to give you a complete service envelope, we at Complete also use business partners who are carefully selected according to their level of professionalism and only after we have been convinced that they are committed to our service values.
Independents & Companies Ltd. – You are eligible for an audit by a CPA who will review your bookkeeping portfolio and provide advice on improving your taxation management and ongoing payment savings for bookkeeping services and annual reports.