Labinsky Financial offers personalized financial planning and investment services for the multi-national citizen living in Israel.
Why Labinsky Financial? Our clients choose to work with us because our name is synonymous with honesty, integrity, dedication and professionalism. And when you are entrusting your finances to someone, you want to feel confident that you are in honest and professional hands. As veteran Anglo Israelis we can advise you how to maximise your resources and live a financially solid life in Israel.
We specialize in investment management and consultations, retirement planning, financial planning and pre- and post-aliyah planning.
We offer investment management services and consultations to individuals and companies. Our clients range from the savvy and financially aware who don’t have the time to manage their investments, to those who suddenly become beneficiaries of substantial sums of money and need guidance regarding how best to manage their new funds. Our personalized service means that all our clients, irrespective of their knowledge and exposure to the financial world, feel comfortable and confident that their interests are being looked after, and their questions always answered.
Labinsky Financial also offers a comprehensive financial planning service. One of the key elements is retirement. We work with our clients to develop the retirement plan that will meet their requirements in Israel at the time they most need it. Our goal is to ensure that their golden years will be just that, so that they can sit back and relax. It’s important to understand what they can expect from both their income and projected future expenses in order to be assured that the will be able to retire comfortably. Whether you’re making Aliyah during retirement, just before retirement, or early on in your working career, your retirement plan is of crucial importance. Recognizing that significance – we can work with you to create your optimum retirement plan.
Baruch (Brent) Labinsky
Baruch (Brent) Labinsky, founder of Labinsky Financial, is an Investment Manager licensed by the Israel Securities Authority and Independent Financial Planner. Over the last twenty years, Baruch has helped hundreds of families, individuals, and organizations create step by step financial plans to maximize and leverage their financial success.
Baruch is the author of the acclaimed book, “A Financial Guide to Aliyah and Life in Israel”. Written for both the layperson and the professional, this guide has helped countless potential and veteran olim demystify and simplify the many confusing and varied financial aspects of living in Israel.
Known for his ability to break down complex financial problems into easily understood solutions, Baruch has become the point-man for many
Olim and their financial issues. Aliyah organizations regularly invite him to lecture in Israel and around the world on financial management in Israel, home finances and investments, and many other related topics.
Baruch is an MBA Honors graduate in Finance from the Schulich School of Business in Toronto (ranked consistently as one of the top business schools in
the world). He is a member of the Society of Trust and Estate Practitioners (STEP) and is a Registered Trust and Estate Practitioner (TEP).
Baruch and his wife Tammy moved to Israel in 1993.
Zahava Friedman, Office Manager
Zahava ensures the smooth running of the Labinsky Financial office – from answering initial inquiries to implementing appropriate follow up. Zahava’s very efficient system ensures that our clients all receive continuing attention, and are assured of quick response to any query they may have. Zahava can be contacted at firstname.lastname@example.org.
Tammy Labinsky, Billings Manager
Tammy is responsible for all the invoicing and billing related to the Labinsky Financial offices. Her professionalism ensures the highly efficient running of this department. Tammy can be found at email@example.com.
Shelley Kitsberg, Projects Manager
Shelley deals with the marketing side of Labinsky Financial in its various forms. Her responsibilities include maintaining the website and managing our social media, print media and print collateral. Shelley can be reached at firstname.lastname@example.org.