Real Solutions
After working with hundreds of families, we are intimately aware of the fact that everybody likes to learn differently.
We’ve therefore taken all of our knowledge and experience and created the following offerings to help you understand and conquer finance in Israel.
Take a look through the options and choose the approach that most appeals to you.
Financial Planning
5,400
₪
Split into 5 payments
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Develop a comprehensive Financial Action Plan and achieve your financial goals.
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Sessions held over Zoom or in Modiin
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Includes personal support over Whatsapp throughout our 4 months together
Guided Investment Program
1,600
₪
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You'll walk away with an investment account and a plan. For lazy investors who want to get their money out of the bank.
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Accessible from anywhere at any time, including all the video lessons, guides, and tools you need.
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Includes personal support throughout the program over WhatsApp and access to our exclusive investment community.
Masterclasses
75-700
₪
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Gain a full understanding and receive a specific step-by-step action plan on select topics.
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Accessible from anywhere at any time, including all the video lessons, guides, and tools you need.
One-off Consultations
One-off consultations are for a special type of person. They work great if you are generally on top of your finances and have very specific questions you would like answered.
You get our time and can ask anything you want. Clients use these sessions as a sounding board, to receive a second opinion, to help them get unstuck, or for a range of other questions.
- Aaron charges 1,000 ₪ for a 1.5 hour consultation on investing, investment planning, or cross-border money management. To book a session, please reach out.
- Nadav charges 1,000 ₪ + vat for 1.5 hours without prior preparation, or 1,600 ₪ + vat when prior preparation is required.
- Our 4-month Financial Planning Program will be a better fit for most clients.
Tools & Calculators
99
₪
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Make confident financial decisions based on real data.
FAQs
Yes! The majority of our content is free. We offer online guides, podcasts, tools, and more. Click here to browse our free catalog or click here to receive new content directly to you inbox.
Yes we do. If you would like to buy multiple products/services, please get in touch to ask us for a quote.
We are not Israeli licensed investment advisors and will not be giving investment, tax or legal advice, as defined by the relevant regulations.
No. Our we are completely independent and we receive 0 economic benefit from the platforms, products, or professionals we recommend. We believe financial planning and education should be completely objective and free from any conflicts of interests. All our offerings will be designed based on this principle and the fiduciary standard.
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