הלקוחות מספרים
Charlotte Boulogne
Asaf is extremely professional, responsive and helpful. It was a pleasure and I highly recommend you to work with him
Nathan Segal
would like to share my experience working with Asaf, who assisted me in optimizing my pension funds in Israel. From the moment I met Asaf, I knew I was dealing with a true professional – someone who not only knows his field inside and out but can explain it in a way that even those outside the industry can understand. Throughout our three Zoom meetings and ongoing WhatsApp conversations, Asaf was always available and responsive. His communication was clear, direct, and to the point – like our favorite app, minus the memes. His transparency and fairness were impressive, a rare find in a world where everyone seems to be selling something. Asaf didn't just improve my pension situation; he also took the time to understand my personal needs and goals. He answered every question, including those I didn't know I needed to ask. As a a Senior consultant BA/PM in the banking, insurance, and finance industry, I recognize the true value that Asaf brings. He is sharp, professional, and has a unique ability to simplify complex processes and make them accessible. I highly recommend Asaf to anyone in need of pension management and consultancy services. He is a dependable expert who can transform a potentially overwhelming process into a manageable and rewarding experience. Feel free to contact me for any further endorsement of his outstanding services
Eyal Freund
My family and me relocated to Austin, Texas in 2017. Dealing with my Israeli pension and life insurance was very challenging, until I made contact with Asaf. Asaf is a real pro with everything related to insurance and related financials. Asaf customer service is fantastic and he is both responsive and professional so i feel very comfortable that my assets in Israel are getting the best attention and yield the best value. It seems that for Asaf, its not only work but a way of life and goes beyond work. I am very happy that I had the chance to work with Asaf
Julia Shvetz
When my family and I initially relocated to the United States for job-related reasons, we never anticipated that what began as a temporary move would transform into our permanent new home. Consequently, we had not contemplated reviewing or making adjustments to our Israeli retirement accounts or considering withdrawals. As a consequence, our investments remained stagnant for a decade, with no growth, primarily in a heavily bond-weighted "general" fund. Fortunately, Asaf entered our lives at precisely the right moment. He adeptly guided us through the complexities of the Israeli financial system, enabling us to consolidate multiple pension accounts from previous employers into a single financial institution. He also provided personalized recommendations regarding asset allocation and diversification. The transition was both smooth and seamless. What sets Asaf apart from other financial advisors is not only his expertise but also his humble demeanor, effective communication, and ongoing support even after the completion of his work. Asaf has truly become a mentor to my family in all matters pertaining to our retirement accounts in Israel. I wholeheartedly recommend Asaf to any Israeli expatriate seeking to ensure that they achieve their financial goals with respect to their retirement accounts in Israel
Oded Welgreen
I had the pleasure of working with Asaf for financial and pension planning, and I can confidently say that he is a professional in his field. Asaf's approach stood out in several ways: First, Asaf proactively reached out to me, demonstrating his commitment to personalized service. He conducted thorough research beforehand, ensuring our conversations were both efficient and meaningful. His ability to clearly articulate the value he could bring to my financial planning was impressive. Throughout our collaboration, Asaf consistently went the extra mile to address my inquiries and ensure I comprehended his recommendations. His patience and adaptability in tailoring the process to my pace made me feel truly valued as a client. What particularly sets Asaf apart is his responsiveness and accessibility. Despite the time zone difference, he always made himself available to address my questions promptly and comprehensively. Asaf's open and approachable communication style created a comfortable and productive working relationship. I wholeheartedly recommend Asaf for anyone seeking expert financial and pension planning services. His commitment to client success and his exceptional communication skills make him an invaluable partner in securing your financial future
Eli Zangvil MD MHA
I highly recommend Asaf for his expertise in pension fund (Kupot Gemel) optimization and continuing education funds (Karnot hishtalmut). I had the pleasure of working with Asaf for several months, during which he not only helped me with fund redemptions but also provided me with a comprehensive retirement planning strategy. Asaf is very professional, always available, and adheres strictly to deadlines. He has the ability to translate complex terms into simple language, making it easier to understand the processes and make informed decisions. I am very satisfied with the service and support I have received and look forward to working with Asaf again in the future
Guy Samburski
את אסף הכרתי במהלך הפיכתי משכיר לעצמאי. הוא עזר לי לעשות סדר בפנסיה ובביטוחים כך שהפנסיה שלי תובטח ושלא אשלם סכומים מיותרים. הוא משקיע זמן רב בשיחות אישיות והסברים כך שהתהליך מובן וברור. לאחרונה אסף התמחה בטיפול בישראלים השוהים בחול. אני ממליץ מאוד לפנות אליו שיעשה סדר בפנסיות שלכם שכן יש שינויים בתקנות ובשוק ההון הדורשים התעדכנות. I highly recommend Asaf for his exceptional financial management services. From the very first meeting, he demonstrated a deep understanding of my financial goals and objectives, and provided invaluable insights and advice on how to achieve them. His expertise in investment management has been instrumental in helping me navigate the complex world of retirement savings. He consistently goes above and beyond to ensure that my financial affairs are in order and that I am well-informed about any changes or updates in the industry. In addition to his technical proficiency, Asaf is a pleasure to work with. He is responsive, reliable, and always willing to answer any questions I have. I have no doubt that his dedication and professionalism will continue to benefit me and his other clients for years to come. Overall, I highly recommend Asaf for anyone seeking expert financial management and pension advice.