Saving for the future

Saving for retirement is critical in the 21st century. There is no doubt about that.
Most of us will reach retirement and – hopefully – enjoy it for many years.
Few are familiar with all of the unique characteristics of Israeli pension savings plans and how you can maximize them today in order to reach your golden years with more money.
In addition, quite a few mistakes are made during the years of work that can hurt the pension savings.

In the 21st century, employment changes happen often. Each of these changes requires a review and decision regarding the current and future pension savings.
For example:

What should I do during a job search period?
How do I transfer deposits from one employer to another?
How can I maintain insurance coverage?
How do I transfer savings from employee status to independent status?

And, of course:
What is the right way to retire?

In addition, it is also important to consider personal savings, and to maintain and invest them wisely, so they will grow and serve you and your offspring in the years to come.

We are here to explain, guide and make adjustments where they make sense.
We look at the whole range of savings and investments and guide each family according to its unique needs.

White figurine leaning on a dollar sign