Examination of the existing financial situation and adapting the right investment plan or instrument to the specific needs and objectives of each client, taking into account tax benefits
: There are various programs that can be used
Provident fund
a long-term savings instrument that enables the utilization of tax benefits from the state in favor of savings for retirement age
Education fund
a short- to medium-term savings instrument that allows the utilization of tax benefits from the state
Pension fund
a device that allows savings for retirement with tax benefits and insurance coverage
Executive insurance
a device that allows savings for retirement with tax benefits and the purchase of optional insurance coverage
Investment provident fund
a device that allows you to save for retirement in order to receive a tax-exempt pension, you can deposit up to NIS 70,000 per year
Savings policy
a device that allows you to invest in various investment routes with relatively low investment management costs and switching between investment routes without a tax event