Customer must receive an overall Global Financial Coordination while taking into account its entire accumulated financial, pension and insurance assets vs. its liabilities.
Azimuth Finances provides such ongoing, life-time, and at specific crucial intersections personal assistance leading to secure future and peace of mind.
Azimuth Finances is an objective and impartial group and the first in Israel, starting in 2007, to develop the model for global financial management and planning for the individual as well as for the family – GFC (Global Finances Coordination).
The model is based on the fundamentals and principles of financial planning and advising that exist in many countries, specifically those countries where laws and regulations were made to transfer the responsibility and decision regarding the individual and their family’s financial future into the financial client’s hands.
The financial decisions one is required to make during one’s lifetime relate to three major components: capital product, pension product and financing product.
The many reforms and changes that come over the Israeli and the global financial world from time to time, the vast variety of products and the number of manufacturers operating in this field have been causing the finance consumer confusion and bemusement.
More than ever before, the individual requires quality professional accompaniment that will assist them in making the wise and correct decisions for them and their family.
That is precisely why we have created a broader and unique model, global financial model, the GFC model.
The model broadens the existing advising model to practicable components, such as: active management of the financial asset portfolio, supervision and control, the family cell’s financial needs, creating a financial protection envelope, asset management for senior citizens (financial gerontology), etc.
Our unique model is divided into three major parts:
- Global planning and mapping of the client’s financial asset portfolio (division into pension, finance and capital products).
- Accompaniment in decision making and active management of the financial asset portfolio.
- Long-term current control and supervision.
