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It's time to invest in ourselves, and do it with the best experts
Bank Hapoalim has established a set of Poalim INVEST centers, which provides professional and extended financial and pension consulting services to the Bank's customers throughout the country.
The service includes the use of a smart system, which transmits the investment recommendations from the consultants to your smartphones.
There is nothing easier and smarter than that.
We visited one of the centers
Tags
Bank Hapoalim
financial advice
retirement consultation
In collaboration with Bank Hapoalim
Sunday, June 20, 2021, 10:30 p.m.
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In the video: A visit to the Poalim INVEST center (Editing: Stick pages)
It is never too early to invest in the present or plan for the future and the best way to do this is with experts in their field.
Therefore, Bank Hapoalim has established the "Poalim INVEST" counseling centers, where you will find financial and pension advisers, who also provide a pension counseling service for retirement planning.
The director of the "Poalim INVEST" center in Tel Aviv, Meital Neumann Haik, explains: "The consulting centers were established with the aim of producing professional and quality centers of expertise, so we gathered the experts in one place. In a world where interest rates are zero, we consider investing in our clients." "Committed to providing tools and solutions for managing financial assets while customizing to the client's preferences and needs. The consulting centers are accompanied by a consulting and research department, which provides consultants with ongoing professional support, support systems, knowledge deepening, reviews and up-to-date recommendations."
"In addition, the bank has developed for the financial advisory clients, a system called Smart Advice, with the help of which the advisers at the counseling center send specific investment recommendations to the client who receives them directly to his mobile:" The standard of service in the counseling center is very high. " Neumann Hayek
Gideon Yardeni, a senior pension advisor at the Poalim INVEST center, says: "A pension advisor will know how to make the products accessible to customers, and advise them about this special and complex world, regarding the viability of their savings. A client should see pension counseling as a key pillar in the financial planning of his life. The sooner he arrives, the more he will be able to adjust his pension portfolio to his current family situation and personal needs. "
Yardeni adds about the desired frequency of pension counseling for clients who are beginning to think about planning their financial future: "It is important to come for counseling, for example when starting a new job, in work transitions, when there are changes in marital status (marriage, birth, divorce), capital market stress, retirement "When I meet clients, at the end of the conversation they know that I am available for their questions and inquiries and they are welcome to consult with me at any time as needed". "The bank invites its clients to come and receive ongoing pension advice, and to re-examine the adjustment of pension savings to the changing needs of its clients. .
Neumann concludes: "The counseling center focuses the work of counselors in the field in which they are intended to provide the answer: the field of counseling. The physical location of counselors side by side also contributes to mutual fertilization and definitely gives the client a different and focused service experience and professional solutions basket. For a wide range of customers.I invite you to visit the center closest to your area of residence. "
INVEST operating center services will be provided to customers who meet certain criteria, subject to the bank's terms and conditions and the site's rules.
For more details, contact the Bank Hapoalim website, branches located throughout the country, or call 2714 *
• This does not constitute a commitment to save any amount or a substitute for personal advice provided subject to the provisions of any law.
• Pension counseling for retirement involves a commission as specified in the Bank's rate.
• Advice will be given subject to the Bank's terms.
This does not constitute an offer or advice for the purchase of securities and / or financial assets or because of investment advice and / or pension advice that take into account the personal needs of each client.
• The service will be provided subject to the bank's terms and use of the application.
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