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.
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 optimization of pension, training fund, provident fund and manager's insurance.
A review of every insurance policy and coverage you hold today — life, health, disability, manager's insurance, and the cover already paid for inside your pension — and the build-out of a precise, efficient protection layer matched to your family's risk level.
An intro meeting and a diagnosis of where you stand today across all four layers, where the big opportunities are, and what the first step is. An honest, open conversation — and a clear picture at the end of it.
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.
Most families in Israel have three options for handling their wealth. Each has its own logic, and each serves a different audience. Here's the practical advantage a wealth strategist brings — when you want one view that connects all your wealth into a single plan.
| Single product (agent/bank) |
Investment house (managed portfolio) |
Ido (wealth strategy) |
|
|---|---|---|---|
| Looks at all your wealth together (pension + investments + insurance + tax) |
✗ | Partial | ✓ |
| Builds a written 10–20 year strategy | ✗ | Partial | ✓ |
| Available even if you're not an accredited investor | ✓ | Barely | ✓ |
| Full transparency on what they earn | ✗ | Partial | ✓ |
| Licensed financial advisor + independent insurance agent | ✗ | Partial | ✓ |
| Free to choose a solution from any company in the market | ✗ | ✗ | ✓ |
| Ongoing guidance for life events (birth, job change, inheritance, retirement) |
✗ | Partial | ✓ |
Full transparency: as an insurance agent I receive a commission from the insurance companies on policies you purchase — exactly like any agent in the market. The difference: I'm not tied to a single company, every source of income is visible to you upfront, and the wealth strategy service is paid through a direct advisory fee. That way you know what my interest is in every decision.
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.
Today I take all of that knowledge and turn it into a personal wealth strategy for established middle-class families — families that want to think about their wealth the way a Family Office does. A service that speaks to them and works for them, on their goals.
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.
About ₪1,800/year saved in management feesAs a freelancer, I always thought pensions were an employee's problem. Ido explained exactly what I was losing — and in particular how much tax benefit I was leaving on the floor every year. We opened a training fund, updated the pension, and it was all done without me feeling like I was being sold anything.
About ₪9,000 in annual tax benefitsWe were planning retirement at 62 — and Ido built us a year-by-year roadmap right up to it. He didn't just check the pension, but also the insurance, the investments, and what would happen tax-wise when we retire. The first time I felt someone could see our full picture.
Retirement at 62 — a complete planAfter I changed jobs, I didn't know what to do with three pension funds from different companies. Ido explained exactly what to consolidate, what to keep, and why — all while preserving the insurance seniority. I didn't expect it to be so organized.
3 funds consolidated, insurance seniority preservedI 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.
A track that fits — peace of mind in downturnsWe came to Ido after trying to figure out life insurance on our own — and came away more confused. He sat with us for an hour, explained what we actually needed for our situation, and what we needed less. We didn't buy everything he suggested — and he didn't push. That built our trust.
Precise coverage — no unnecessary pressureThese 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.
Have another question? Browse the full FAQ or send a question on WhatsApp
Leave your details and I'll get back to you personally — usually the same day.
Usually within a few hours.
If it's urgent — send a direct message on WhatsApp.
Send a message on WhatsApp or by email. I reply personally, usually the same day. In the intro meeting you'll come away with a clear picture of where you stand today, where the big opportunities are, and what the next step is. An honest, open conversation, about your goals.
A reply within a few hours during business hours · Sun–Thu 8:00–17:00