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Free review · 7 days

Pension Portfolio Review No pressure. No sales pitch. No cost.

Within 7 days you'll receive a written personal analysis of your pension, managers' insurance and training fund — where you're losing money today, and what can be done to fix it.

✓ Management fee diagnosis — are you paying more than the market rate? How much is it costing you by age 67?
✓ Insurance coverage review — are there duplications? Are there gaps in coverage your family depends on?
✓ Investment track alignment — does your track match your age and risk profile?
✓ A personal roadmap — what can be fixed this week, what's for the long term, and what it's worth in numbers.
🏛️Advisor licensed by the Ministry of Finance
🔒Full confidentiality
⚡20+ years of experience
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How it works

3 steps — to your personal report within 7 days

The review is done without you having to gather documents or come to an office. Everything is remote, on screen, simple and clear.

1

Introductory call (30 min)

By Zoom or phone. I ask about your situation, what matters to you, and what you expect. You don't need to come prepared — I'll tell you what to gather.

2

Data gathering + analysis

I pull your data from the pension clearing house (with your authorization), and analyze management fees, tracks, coverage, and gaps versus what's possible.

3

Personal report + wrap-up meeting

A clear written report with the findings and recommendations + a Zoom wrap-up meeting (30 min). No pressure to continue — if you want to work together, we'll talk. If not, you now have a clear picture.

Here's what it looks like for other clients

Real results from reviews I've done

"

I came to Ido with a managers' insurance policy from 2009 that I hadn't touched since. Within two weeks he discovered I was paying management fees nearly double the market rate, and that some of my insurance coverage overlapped with my employer's policy. Clear and professional.

Savings of ~₪1,800 a year in management fees
Nadav Weinstein
Product Manager, 43 · Ramat Gan
"

As a self-employed person, I thought pensions were a salaried-employee problem. Ido explained exactly what I was losing — and how many tax benefits I was leaving on the table every year. We opened a training fund, updated the pension, all without me feeling I was being sold anything.

Annual tax benefits of ~₪9,000
Tamar Elhadad
Freelance graphic designer, 37 · Tel Aviv

This review won't cost you anything — but it could save you hundreds of thousands of shekels over your lifetime.

An introductory meeting, no obligation, and no pressure to sell you anything. You're in the hands of an advisor licensed by the Ministry of Finance with 20+ years of experience.

Book my review →
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