It's time to

Get your money out of the bank

Get started investing in just 4 weeks with our Guided Investment Program

We’ll turn this:

"I have no idea where to start"

"Taxes are so confusing"

"Isn't investing risky?"

Into this:

"I actually understand what I'm doing"

"Investing is so much easier than I thought"

"My money is finally working for me"

Yishai Katsch

“

The program has been the difference between me being too scared and overwhelmed to begin and being confident to take my first step.

“

After just 4 weeks:

Your investment account will be open.

You will have the confidence to invest:
- Tax efficiently – No falling into tax traps
- Diversified – Own your fair share of the global economy
- Cheaply – Keep more money in your pocket
- Simply – No need for active management

Designed for lazy investors who like to set & forget.

We all have more important things to do.

Our money needs to work for us while we sleep.

Lorena Uribe

“

Finally I got the info I need as an Olah Hadasha, with clear steps on what to do and how to start.

“

Curriculum

Our Guided Investment Program is self-paced. Complete the program in one week or one year.

Most participants with 2 hours free per week find that they can complete all the learning modules and practical steps, (with our personal support every step of the way), within 4 weeks. Here is what you will achieve each week:

Week 1

Choose the brokerage account that best fits your personal situation, by using our Brokerage Cost Calculator
Open an account and deposit a test amount, following our PDF guides and video walkthroughs
Build motivation by understanding the true power of starting early
Learn WHY markets go up, giving you the ability to stay the course

Week 2

Learn what index funds are and why they historically performed better than professional managers
Learn the difference between stocks and bonds and decide if you should add a bond fund to your portfolio
Discover the power of diversification and why investing in fewer funds can actually maximize your diversification
Build a simple investing strategy

Week 3

Understand how your investment will be taxed
Identify funds with the lowest tax overhead for your personal situation
Use our tools to choose the lowest cost fund(s) that best reflect your strategy
Decide whether Israeli stocks should have a part to play in your portfolio

Week 4

Understand how risk impacts your portfolio and get comfortable seeing your wealth go down
Stress test your portfolio and build a plan for how you will respond in a major crash
Write out a basic investment plan that you can stick to
Learn how to automate your investing, consolidate existing investments, and invest a lump sum

Bonus Week

The entire program costs only 1600 ₪,
including personal support throughout from Aaron and Nadav.

More than 400 olim have successfully completed the program and are now investing for their future

Naomi Fleisher

“

If the course had a mantra it would be “Don’t get stuck!” Thanks for bringing olim what they actually need when it comes to investing.

“

We're Aaron and Nadav. Nice to meet you!

We'll be your guides on this journey.

There are 2 things you should know about us:

1. We won't let you get stuck

When you reach out to us for help, we'll make sure you have a path forward

2. We never take commissions

We may be the only financial advisors in Israel who refuse to take kickbacks when we recommend other services, products, or professionals.

We make sure our recommendations are unbiased by only taking payments directly from our students.

Gabrielle Felicita

“

The program laid out practical steps to start one’s investing journey which is exactly what I needed. Nadav and Aaron are the best, super patient and answer all the questions.

“

US dual citizen? We have you covered as well.

Our special track for Americans will show you how to invest your shekels without getting caught up in US tax complexity (PFIC).

Finally, our WhatsApp community will provide you with ongoing support and help you stay the course.

Do-it-yourself does not mean doing it alone.

FAQs

Is this program designed for beginners?

Yes! The content included in this program is designed to teach all the fundamentals you need to build a stock market portfolio from A-Z (from Israel). The content is perfectly suited for both total beginners and those with some investing knowledge who are looking for practical guidance on how to get started in Israel.

What if I have questions along the way?

Asking questions and getting answers is the key to successful learning. You will be able to submit questions and get quick responses from Aaron and Nadav throughout.

Upon completion, you will also have the opportunity to join exclusive Whatsapp channel for ongoing support from the instructors and the student community.

What is your refund policy?

We know you’ll love this course. If for any reason you’re not completely satisfied, we’ll issue a complete refund (within 4 months of purchase).

How long will I have access to the course materials?

We’re not looking to cut you off. “Get your money out of the bank” is designed as a 4- week program. That being said, you will have access to instructor support for 6 months from the date of registration. In addition, you will have access to the video lesson and downloadable guides for as long as you need.

Do you earn commissions or referral bonuses on any of the platforms or services you recommend in the course?

No. Our courses are completely independent and we receive 0 economic benefit from the platforms and products we discuss. We believe education, especially financial education, should be completely objective and free from any conflicts of interests. All our courses and educational content will be designed based on this principle and the fiduciary standard.

Do I need a minimum amount of money saved before joining the program?

No. This course is designed to teach you how to build wealth by putting as little as 100 shekel to work per month. However, there are some investing platforms (especially in Israel) that require 15,000 ₪ to open an account. This course will help you understand the limitations and costs of the different platforms and help you find one that fits your needs.

I don't have a lot of time to devote to investing - is a program teaching me how to manage a portfolio on my own really right for me?

Yes it is! The goal of this course is to teach you how to build a passive, hands-off investment portfolio that you can automate as much as possible. The best investment strategies for the vast majority of people involve minimal effort and time once your portfolio is set up. Here is the dirty little secret Wall Street doesn’t want you to know – paying a professional to actively trade your money is highly unlikely to improve your returns in the long run.

I have no money in savings and significant amounts of debt - is this program for me?

This program is designed for those looking to begin their investment journey immediately. One of the key components of a successful long-term financial plan is making sure you are taking care of your immediate needs first. We offer a full course on budgeting and cash flow management – that might be a better fit for you.

Are you licensed investment advisors?

We are not Israeli licensed investment advisors and will not be giving investment, tax or legal advice. Our course is for educational purposes only. It is designed to give you the tools to make your own investment decisions with confidence while also getting the most out of any professional advice you receive.

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