Personal guidance for your wealth strategy — what you have, how to build a plan around it, and where it takes you over the next 10–20 years.
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I connect all four layers — pension, insurance, investments and tax — into one plan that works together. Family Office thinking, made accessible to every family that wants to see its wealth in a single picture.
One written plan that connects all your savings, investments, insurance and tax. Every shekel has a role, every layer has a timeline, and you get clarity heading into the next 10–20 years.
Family Office thinking on a personal scale. A living portfolio that updates with life events — a birth, a job change, an inheritance, retirement — and stays in sync with your goals over the years.
Decisions based on market pricing and an asset allocation tailored to your goals. A licensed investment advisor authorized by the Ministry of Finance — advice that starts with what you need, with full transparency on every source of income.
Not just "how much will I need" — but where it comes from, in what order it's drawn, and how to cut tens of thousands of shekels in tax across 20 years of retirement. Including a review of every insurance policy and coverage you hold today and the build-out of a precise, efficient protection layer.
A clear process with defined deliverables at every stage — from the first introduction to the written plan you execute, at a pace that suits you.
We look together at the four layers — what you have today, what matters to you, and where the opportunities are. By the end of the conversation you'll have a clear picture, and you decide whether it's the right time to continue together.
I analyze every asset — pension, manager's insurance, training fund, investments, insurance, tax — and build a written strategy document: what to keep, what to move, what to upgrade, and on what timeline. You'll see the real numbers on paper.
You decide — I execute with you and with the institutions. The important part begins after execution: periodic portfolio reviews, adjustments for life events, and updates to the strategy as your goals evolve. A living portfolio that grows with you over the years.
A quality wealth strategy is built on three principles I hold to in every meeting — these are the foundations that make the difference between a portfolio that grows over 20 years and one that changes direction with every headline.
First we understand what you want to achieve. Only then do we choose the tools that fit. That way every decision grows out of your goal — and serves it over the years.
We weigh price against value, goal against horizon, and risk against expected return. Probability-based decisions over time — ones that hold up far beyond next month's headlines.
Full independence from any company. Every source of income is visible to you upfront, every fee on the table. So you know exactly what my interest is in every decision — and decide with your eyes open.
I'm Ido Sidi — a licensed financial advisor and insurance agent. For two decades I managed investments, traded options, and worked alongside funds and institutional players. I saw the big money up close, and I learned what a strategic decision really moves — compared with how much damage an impulsive one does.
A dual license — licensed financial advisor and independent insurance agent; a written strategy — not just a conversation; and lifelong companionship through life events — a birth, a job change, an inheritance, retirement — not "open an account and out".
About Ido“I came to Ido with a manager's insurance policy from 2009 that I hadn't touched since. Within two weeks he found that I was paying almost double the market rate in management fees, and that some of the insurance coverage overlapped with my employer's policy. No one had ever worked through the numbers with me one by one like that. Clear and professional.”Nadav Weinstein · Product manager, age 43 · Ramat Gan
“I came to Ido after a rough year in the market — my pension was down and I didn't know whether to switch tracks. He didn't sell me anything. He explained what happens historically in downturns, checked that my track suited my age and risk level, and sent me home calm. Exactly what I needed.”Michal Lavi · Registered nurse, age 49 · Jerusalem
These are the dilemmas I hear in a first intro meeting. I've answered them here honestly, so you can come prepared and with a clear picture.
Leave your details and I'll get back to you personally — usually the same day.
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