The clients’ interest guides us every step of the way. We have full independence vis-à-vis the insurance companies and investment houses and we provide professional service adhering only to the clients’ goals.
We form a long-term bond with our clients and accompany them through all key junctures of their lives: From their first job, through the birth of their children and until retirement. We get the best benefits possible for them and are guided by considerations of their financial and personal wellbeing.
We pride ourselves on the service we provide to our clients. We call upon the most advanced technologies to assist us in being available and efficient. However, we believe there is no substitute for personal, human connection, and have accordingly found the proper way to combine a personal relationship with technological solutions.
Kali leads Israel’s financial and pension arrangements field in professional excellence. We hold a dual license so that our experts understand the broad financial picture and are proficient on all the reforms and the most current innovations.
The trust our clients place in us is the most important thing to us. We operate with great discretion and responsibility toward the clients and their financial future. Security, consistency and full transparency are typical of our way of doing things.
A combination of creativity, technology and a forward-looking approach always guide our thinking about our products and our customer service.