Pioneer Wealth Management is an independent private company established in 1986. With constant attention to our clients' needs in an ever-changing investment climate, our offering has evolved with our clients around the world and the marketplace. Pioneer services include Holistic Financial Planning, Wealth Management, and Family Office services for affluent clients and high-net worth and ultra-high-net worth families.
Since 1991 Dafna Gonen held a variety of Operations, Development and Management positions in Pioneer International Group, mainly focusing on Pioneer Latin America and South Africa regions. A decade ago Dafna led a new and successful initiative in Pioneer - transforming the company's business model to a conflict free firm.
Since 1991 Dafna Gonen held a variety of Operations, Development and Management positions in Pioneer International Group, mainly focusing on Pioneer Latin America and South Africa regions. A decade ago Dafna led a new and successful initiative in Pioneer - transforming the company's business model to a conflict free firm.
Services
The Pioneer Wealth Management Group is an independent private company and was established in 1986. With constant attention to our clients' needs in an ever-changing investment climate, our offering has evolved with our clients around the world and the marketplace. Pioneer services include Holistic Financial Planning, Wealth Management, and Family Office services for affluent clients and high-net worth and ultra-high-net worth families.
Pioneer Wealth Management is an independent private company. We offer managed investment portfolios - in shekels or foreign currency - which blends direct securities, like stocks and bonds, with a combination of funds and Index trackers of leading investment houses from both the local and international market.
As an independent company, Pioneer is able to offer professional financial services focused on our clients' interests. Our clients remain the sole owner of their bank account/s as we strive to provide them financial peace of mind for life. Pioneer's investment philosophy rests on the principles of asset allocation and diversification as pillars for effective long-term strategic financial planning.
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