People building lives worth preserving.
Mannis Financial exists to serve people who are building things worth preserving: families, careers, businesses, and lives in Israel.
Professionals and families
- Employees and professional couples
- Working, growing families
- New and established olim
You may have pensions from several jobs, a Keren Hishtalmut you've never looked at, and insurance you bought but have no idea how to use. We help you see it all in one place and build a plan around your family.
"I have various policies in my name and no idea if they overlap, whether I'm overpaying, or how to use these coverages."
"I changed jobs, got laid off or quit. What happened to my pension?"
"I've got five products in my name and no idea what they do."
Self-employed people and business owners
- Self-employed individuals
- Business owners
- Employee-shareholders
No employer is setting things up for you. We help you put the right pension, savings and income protection in place, and use the tax benefits available to you.
"I'm self-employed and nobody set anything up for me."
"I have money sitting in the bank and I know it should be working."
People approaching or entering retirement
- People within sight of retirement
- People who have recently retired
- Anyone planning the move from earning to drawing down
What will you live on, and when? We help you see what your savings will pay, and plan the move from earning to drawing down.
"Retirement isn't that far off. Will it be enough?"
Ambitious, mission-oriented and thoughtful people.
People on a mission to build something: a family, a career, a business, a legacy. People who value clear guidance, professional advice, implementation and an ongoing relationship, rather than a one-time product.
Tell us what you need help with