Your financial life is made up of many moving parts — pensions, insurance, savings, investments, and decisions about the future. Understanding how they all fit together isn't always simple.
At Mannis Financial, we help you make sense of what you already have, identify what's missing, and build a coordinated plan that reflects your goals. From the first review to implementation and ongoing support, we're here to help you move forward with confidence.
Which of these sounds most like you?
We look at what it's for and when you'll need it, then match it to the right place, including the tax-efficient options most people don't know they have.
Where this starts: Grow Talk to us about thisWe review your existing policies, identify unnecessary overlap or gaps in coverage, and help you understand what you're paying for. And when you need to use your insurance, we're here to help you navigate the claims process.
Where this starts: Protect Talk to us about thisWe find every fund in your name, check the fees and deposits, and prepare the necessary documents to continue deposits from your new employer and ensure the continuity of your pension rights.
Where this starts: Plant Talk to us about thisWe explain each one in plain English, then decide together what stays, what changes, and what's missing.
Where this starts: Plant Talk to us about thisWe set up your pension, Keren Hishtalmut and income protection the right way, and coordinate the most tax-beneficial way to start saving.
Where this starts: Plant Talk to us about thisWe help you understand how Israel's pension, savings, and insurance systems work, identify what you actually need, and get everything set up properly — with clear explanations and guidance along the way.
Where this starts: Plant Talk to us about thisWe project what your savings will pay and plan the move from earning to drawing down.
Where this starts: Grow Talk to us about this
To become your trusted financial home in Israel — a place that brings together the different parts of your financial life and is built to grow with you.
An example of what we often find when a couple in their thirties, a few job changes in, first reaches out. Then the same family once everything sits in one plan.
The process begins with your life, needs and goals. Financial products are tools used to carry out the plan rather than the starting point of the relationship.
Every strong financial future begins with a solid foundation.
We start by understanding where you stand today — reviewing your existing pensions, insurance, savings, and investments to see how everything fits together.
From there, we establish the right savings structure, make the most of employer benefits and tax incentives, and set priorities that reflect your goals and circumstances.
Financial security begins with understanding and structure, not products.
Once the foundation is in place, the focus shifts to growth.
Time is one of the greatest financial assets any family possesses. Through disciplined investing, appropriate risk management, and the power of compound interest, wealth has the opportunity to grow steadily over decades.
How do I intentionally grow my wealth and make sure that I am on track to retire without compromising my standard of living?
Every meaningful goal carries risk.
A serious illness, disability, or the loss of a family member can undo years of careful planning if no protection exists. Insurance is the safeguard that protects everything a family has worked so hard to build.
What would I (we) live off if income I rely on were no longer coming in every month?
What level of medical treatments would I have access to if I were to get sick or be diagnosed with a serious illness?
Insurance exists to protect the financial plan, not to be the plan.
Making the most of what you've built.
Good financial planning isn't an end in itself. It's about having the resources and protection to live the life you want, both today and in the years ahead.
Whether that means accessing insurance benefits when you need them, enjoying a comfortable retirement, supporting your family, or passing something on to the next generation, the goal is to make your money work for the life you've built.
When can I realistically retire?
What income and lifestyle can I expect in retirement?
How can I structure my savings to support my family and future generations?
Money exists to serve life.
Start with a short conversationWe take the time to understand your financial picture, help you make the right decisions, take care of the implementation, and stay with you as life evolves.
It starts with a short introductory conversation, about 15 minutes, to see if we're a fit. For our help with your pensions and insurance, we're compensated by the providers, not through a separate fee to you. More complex work, like retirement planning, is a separate paid consultation. How we're paid
How we work with youEmployees and professional couples, working and growing families, new and established olim.
Learn moreSelf-employed individuals, business owners and employee-shareholders.
Learn morePlanning the move from earning to living on what you've saved.
Learn moreFor standard agency services, we're compensated by the pension fund or insurer, not through a separate fee charged to you. For particularly complex or labor-intensive work, such as retirement planning or a comprehensive financial analysis, we offer a separate paid consultation, generally ₪1,800 + VAT, and you'll know before we start.
Ezra is a licensed pension and insurance agent and financial planner, working with a broad range of Israel's leading insurance companies and investment houses. That gives you access to a wide selection of products, and the ability to compare them based on what you need.
No. We take no fiduciary responsibility for the money invested through us. As agents, we advise on structure and provide basic risk analysis, but we don't buy, sell or solicit any particular security.
"After serving in the IDF, studying in yeshiva, completing my bachelor's degree, and starting a family, I found myself searching for a profession that could also be a shlichut. What drew me to this profession wasn't insurance or investing - it was people."
Ezra Mannis · Licensed Pension & Insurance Agent | Financial Planner
