Personalized Financial Guidance
Professional financial sessions designed to empower your financial decisions and secure your future
Understand Your Payslip
What you get:
- A personal 1-on-1 session with a Certified Payroll Controller
- Step-by-step explanation of your payslip
- Check pension, taxes, and national insurance
- Make sure you’re getting your rights and everything is calculated correctly
- Ask any questions you have
Understand exactly what’s being deducted, and what’s owed to you.
Keren Kaspit Setup & Guidance
What you get:
- Learn what a Keren Kaspit is — a safe, low-risk savings vehicle with better returns than a bank savings account (backed by the Bank of Israel)
- Guidance on how to open one step-by-step
- Learn how to choose the right option for you
- Where to find the details you need (fees, performance, conditions)
- Get recommendations on relevant groups and resources to follow for updates
Build your savings with confidence, in the smartest low-risk way.
Emergency Fund Planning & Setup
4 Comprehensive Sessions
What you get:
Income & Expense Analysis
Review your statements and analyze spending to identify realistic savings opportunities.
Personalized Plan Creation
Receive a custom savings plan and adjust it together to fit your lifestyle perfectly.
Account Setup
Open dedicated emergency fund accounts tailored to your specific situation.
Progress Review & Adjustment
After 2 months, review progress and adjust the plan to ensure long-term success.
Step by step, you’ll go from “no emergency fund” to a clear, working plan that’s actually doable.
Do Your Own Ti’um Mas (Tax Coordination)
What you get:
Simple, fast, and empowering — never waste money on Ti’um Mas again.
Ready to Take Control of Your Finances?
Choose the session that best fits your needs and start your journey toward financial confidence and security.