My Financial Solutions
Advanced financial products tailored to the Israeli market and your personal needs
Investment Pension
Advanced platform offering high long-term returns, full liquidity, and unique tax benefits. Investment managed by leading investment houses.
Savings Policies
Savings managed by large institutional bodies with a wide range of investment tracks. Full flexibility and adaptation for families and children.
Professional Development Fund
The most profitable financial savings! Unique tax benefits for freelancers and employees, capital gains tax exemption, and professionally managed investments.
The meaning is clear: money works for you, not against you
How Do I Help You?
- Comprehensive Financial Analysis
- Selecting Suitable Products
- Ongoing Management and Monitoring
- Tax Benefits Optimization
When Should You Start?
- Now!
- With Every Life Change
- When You Have Money in the Bank
- Before Retirement
Why Are Most Israelis Losing Money?
Most of the money of Israeli citizens is currently in checking accounts in banks - where it essentially gathers dust. Not only does this money not work for us, but it actually erodes over time due to inflation.
Annual Inflation
Money in bank accounts loses its value every year due to inflation
Bank Interest
Banks pay negligible interest on deposits - far below inflation
Potential Return
Average return of properly managed savings and insurance products
Israelis in Checking
Of Israelis keep most of their money in bank accounts
Tax Benefits in Israel
Capital Gains Tax Exemption
SavingsIn certain savings products, profits are completely exempt from capital gains tax
Recognized Expense for Freelancers
FreelancersProfessional development fund deposits are recognized as business expenses for freelancers
Tax-Free Pension
PensionWithdrawal from investment pension from age 60 as completely tax-free pension