It’s a pleasure to meet you

An expert in financial, pension and risk planning management, Yosi Pichadze is a licensed pension insurance agent and a licensed investment consultant (contingent).

Yosi is also a certified financial planner (CFP) and a member of the Union of Financial Planners in Israel (UFPI). He too often finds himself contemplating about the day he retires, has more time to spend with my family, and realizes at least some of his dreams.

Yosi began his career in the USA, as team manager for a large service organization. It was there that he met a number of wealthy customers and realized that there is no substitute for a healthy and professional work environment – especially one that conveys that the customers are in good hands.

After returning to Israel and completing a BA in Economics and Business Management, Yosi held a range of positions at Bank Yahav – including the filling the role of investment consultant. While he loved his job, he continuously felt that something was missing. He was only dealing with the customers’ assets that were held in the bank. Although life insurance, health insurance and provident funds are an inseparable part of a person’s assets, they were not part of Yosi’s scope of practice, and he was troubled by this void.

Yosi later became a licensed pension fund agent and began working for the Tmura Insurance Agency, a subsidiary of Clal Insurance Company Ltd. There he became highly proficient with the world of finance, handling portfolios for large-scale customers. However, once again something was missing. After their retirement, customers found themselves having to deal with a range of service providers regarding their assets, with each consultant, agent and banker placing an emphasis on only certain aspects, without ever seeing the whole picture, and without eliminating duplicate insurances or conflicts of interest. It was then that Yosi realized that providing customers with optimal service entails comprehensive financial planning and management, to individually suit the needs and requirements of each customer.

Yosi realized he had found his calling and became a Certified International Financial Planner who is bound by strict ethical and professional standards. His vast experience and academic knowledge ensures that customers receive excellent professional and personal services – to ensure that their portfolio, and those of their family members, are indeed optimal, suited to their needs, for the rest of their lives and beyond.

Over the years, Yosi has encountered numerous people who are wealthy, intelligent, and successful, yet who are losing precious time and money because of incorrect financial management. Many are now our clients who know that they can always consult with us, whenever a question arises. Even on a daily basis. Although they each have their own unique portfolio, what they do have in common is a lack of time and ability to comprehend and keep up-to-date with the mountains of information about ever-changing products, regulations and market conditions.

That is what we are here for – to help you make the right decisions and to ensure your peace of mind while you enjoy the important things in life. Although we work with numerous service providers, we are not tied or committed to any one insurance company, bank, investment house, or agency. Choices are only made after examining each customer’s needs and each product’s advantages and costs. This is the only way we can ensure that you will receive the best value for your money.

We warmly invite you join our circle of satisfied clients who enjoy personal and professional service. Together, we will achieve the best results, with minimum moves and maximum precision. Just like in golf.