Smart Options

mashkah

Mortgages

Personal mortgage consulting includes a wide range of real-estate transactions. We offer tailored services to help you reach your goals while not wasting money. Our well established procedures rely on our long term contacts in the banking Industry and our accumulated knowledge of correct loan composition - to suite your personal needs. We also deal with the high stakes negotiations with the mortgage lender, and give our clients real added value. Our Mortgage division deals with the different needs of first time buyers, investors and loan refinancing. Our professional team caters to households and businesses alike.

Retirement

The regulations governing retirement and pension plans, and the volumes of documentation required to verify compliance change so frequently, that most people decide not to get too involved. For most people, the tasks involved in establishing and maintaining a retirement plan can seem overwhelming. Yet, a retirement plan is the biggest financial decision most people will make during their lives. Independent retirement consulting is not very common. Most pension consultants are interconnected with big corporations, and benefit by referring clients. We are totally independent and do not receive any direct or indirect profits from the pension firms. Our consulting is objective, and is geared to find the best retirement strategic plan, for your personal needs and constraints.

Wealth Management

Financial Risk Management is a broad family of professional services, including: Wealth Management, Asset Valuation, Financial Derivatives and Corporate Financial Management. Our team delivers client-specific solutions that increase organizational effectiveness and operational excellence. We are committed to delivering needed Financial consulting services, tailored to our clients’ needs. Our well established boutique firm uses the wide range of tools in both financial inter-markets and intra-market circumstances to give our clients a real Smart Option in risk management and financial derivatives. We aim to give our clients peace of mind about their investments through our expertise, experience, and collaborative partnerships with your other advisors..