Should you keep your money in Israel?
Keep my money in Israel?
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Time to put your money to work?

Get your first 5000 ₪ invested by the end of next week with our guidance and support.

Apply now

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 a few weeks:

  • Your investment & savings accounts will be open.
  • You will have the confidence to invest & save:
    • 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
Apply now in seconds

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 day, 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 5 weeks. Here is what you will achieve each week:

Week 1 - Open your investment account

  • 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 to invest

  • Learn what index funds are and why they historically performed better than professional managers
  • Discover the power of diversification and why investing in fewer funds can actually maximize your diversification
  • Build a simple investing strategy
  • Understand how your investment will be taxed
  • Identify funds with the lowest tax overhead for your personal situation

Week 3 - Understand risk; Earn a return on money in your bank

  • 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
  • Learn how to earn a return on short-term savings in your bank
  • Use our video walkthroughs to choose and set up the best savings account for your personal situation

Week 4 - Create a financial plan

  • Learn to use our worksheets to map out all your financial accounts
  • Set concrete and attainable goals for your yourself
  • Learn how to invest for short, medium, & long-term goals
  • Create a financial plan that gives every shekel a job

Week 5 - Implement your plan; Bonus content

  • Decide whether to invest every thing today or slowly over time
  • Automate as much as possible and use our tools to manage your investment with as little as 10 minutes a month
  • Apply your new knowledge to your Pension and Keren Hishtalmut accounts
  • Learn how to invest for your kids
  • Compare investing in the stock market vs. real estate
  • And many more bonus videos
Apply now to get started

The entire program costs only 2,200 ₪
including personal support throughout from Aaron and Nadav.

More than 500 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

Try it out - ask us a question on WhatsApp now

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 & save 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.

Apply now
Ask us anything

FAQs

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) and earn interest on savings in the bank. 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.

Asking questions and getting answers is the key to successful learning. You will be able send over questions and get quick responses from Aaron and Nadav throughout. We will make sure you don’t get stuck on any of the steps.

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

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).

We’re not looking to cut you off. The guided investment programs is designed to be completed in 5 weeks. 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.

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.

No. This program is designed to teach you how to build wealth by putting as little as 100 shekel to work per month. However, you will get the most out of this program if you have at least 5K ₪ to invest and  5K ₪ available to save in your bank account.

Yes it is! The goal of this program 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.

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.

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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