JOFFE Finance and Insurance is a private financial planning firm, offering strategic financial management and insurance
services
for individuals and families.
We accompany family members with every significant financial decision throughout their working life
and beyond.
Our strategy is to evaluate our client’s needs and then design a tailor-made portfolio for each individual client.
At JOFFE Finance and Insurance, We don’t just talk Finance - we talk the language you understand.
Hero section
About us section
About us
Our Core Values
Integrity and fairness
Excellence without compromise
Highest quality of service
Guidance through every financial milestone and beyond
Social responsibility and giving back to the community
About us team section
Mark Joffe
Founder & CEO
Certified Pension Insurance Agent, Specialist in Health and Risk management.
With 30 years of experience in the insurance industry. Mark has extensive experience in Pension and Financial Planning.
Mark is a member of the global MDRT (Million Dollar Round Table) organization and a 3rd time Qualifying member of Top Of The Table.
Mark is married and has 3 children
Hobbies - Golf, traveling and hiking
Ido Joffe
Financial Planner, Partner
Licensed Pension Agent - Ministry of Finance.
Ido holds a B.A. in Business Administration with a specializing in Finance and Capital Markets.
Ido has over five years of experience at Altshuler Shaham Investment House, where he specialized in managing private clients, focusing on pension and alternative solutions for accredited Investors.
Hobbies: Basketball and traveling.
Sue Joffe
Client Services Manager
Sue has over two decades of expertise in managing health and long-term care insurance claims.
Born in South Africa, Sue is a native English speaker who helps clients navigate Israeli bureaucracy with ease.
Sue provides personal, hands-on guidance to ensure that clients maximize their rights when needed, while delivering a comprehensive support framework.
Sue is a dedicated mother who loves photography and cycling trips abroad.
Sue Joffe
Client Services Manager
Sue has over two decades of expertise in managing health and long-term care insurance claims.
Born in South Africa, Sue is a native English speaker who helps clients navigate Israeli bureaucracy with ease.
Sue provides personal, hands-on guidance to ensure that clients maximize their rights when needed, while delivering a comprehensive support framework.
Sue is a dedicated mother who loves photography and cycling trips abroad.
Services section
Services & Products
For three decades, we have helped our clients build, accumulate, and manage their wealth.
When assets and portfolios reach a significant scale, we manage them effectively through a comprehensive review of all holdings, the creation of a strategy tailored to each client’s risk profile, and ongoing maintenance of their financial assets.At the same time, we provide our clients with a broad range of investment opportunities in both local and international markets. The integrity, professionalism, and trust that define our relationships ensure that our clients’ interests always come first.
Our mission is to guide clients through every significant financial milestone throughout their working lives and beyond.
The Formula for Managing a Personalized
and Precise Investment Strategy
and Precise Investment Strategy
Services list section
Our Services:
- Intergenerational Wealth Transfer
- Estate and Retirement Planning
- Life Insurance
- Health Insurance
- Long-Term Care Insurance
- Travel Insurance
- Disability insurance (loss of working income)
- Personal Accident Insurance
- Pension Savings
- Annuities
- Amendment 190 (Israeli Pension/Tax Arrangement)
- Public Market Investments
- Alternative Investments
- Savings Plans
- Financial Planning
Contact form section
Lets be in touch
Contact info section
Connect and explore how we can support your journey:
Joffe, Finance & Insurance | 2 Yitzhak Rabin Road, BSR City Towers, Petah Tikva, Israel.
Tel: +972-52-5906605 | info@joffeins.co.il | joffeins.co.il