Investments
Examining 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
Various programs 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 or retirement with tax benefits and the purchase of optional insurance coverage
Investment provident fund
a device that allows you to save for retirement in with a tax-exempt pension, you can deposit up to NIS 71,000 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