Your Money - Our Experts
Advanced financial management tools at your fingertips. Quick registration, analysis, and risk assessment from certified financial planners
All your finances - in one place
One system for all the financial information you need to consolidate, for routing, payment and viewing at your own pace
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How It Works?
All steps lead to clicks and declarations before the goal of certified financial planners
First Overview
Cloud Save
Personal Consultation
First Overview
No cost, no commitment
- • Comprehensive financial data collection in one place
- • Meeting with a financial analyst (optional)
Meeting with Financial Analyst
Connect with XXX brokers for a comprehensive assessment that will help you understand your financial situation and receive recommendations
Information Collection
We collect all financial data and arrange them in all accounts. We build information collection from all sources
Registration
Fill out forms and confirm identity in a few accurate minutes. Make an appointment and choose the financial advisor (optional)
Our Services
Financial Planning
- Investment portfolio management
- Comprehensive financial analysis
- Long-term strategy development
- Regular monitoring and adjustments
Personalized Financial Planning
- Goal-based financial planning
- Cash flow optimization
- Debt management strategies
- Emergency fund planning
Alternative Investments
- Real estate investment opportunities
- Private equity and venture capital
- Commodities and precious metals
- Cryptocurrency and digital assets
Pension and Insurance Review
- Comprehensive pension plan analysis
- Insurance policy optimization
- Coverage gap identification
- Benefit maximization strategies
מימון אשראי והלוואות
- תכנון פיננסי נכון לשימוש במינוף בצורה אחראית
- ונבונה. כולל מימון לרכישת נכסים, הרחבת
- עסק או פירעון חובות קיימים.
Mortgage Consulting
- Mortgage comparison and analysis
- Refinancing opportunities
- Interest rate negotiation
- Payment structure optimization
החזרי מס
- בדיקה אישית לזכאות להחזרי מס, ניתוח דו’’חות
- והגשה מלאה לרשות המסים.
- כולל ליווי מקצועי מרואה חשבון עד לקבלת
- הכסף לחשבון הבנק שלך.
Retirement Planning
- Retirement income projections
- Social security optimization
- Withdrawal strategy planning
- Healthcare cost estimation
תביעות ומימוש זכויות
- סיוע מקצועי במימוש זכויות מול ביטוח לאומי,
- מס הכנסה וחברות ביטוח.
- כולל הכנת תיק תביעה, ליווי מול הגופים
- הרלוונטיים והשגת מקסימום זכויות.
Estate Planning
- Will and trust preparation
- Estate tax minimization
- Beneficiary designation review
- Asset transfer planning
ליווי משקיעי נדל''ן
- בחינת עסקאות, ניתוח תשואה, מימון ויצירת
- אסטרטגיית השקעה מניבה.
- כולל ליווי בתהליך הרכישה, מיסוי
- ותכנון פיננסי סביב הנכס.
ליווי פיננסי לעסקים וחברות
- ייעוץ שוטף לבעלי עסקים וחברות בתחומי
- תקציב, אשראי, תזרים ומיסוי.
- בניית תוכנית צמיחה, ניהול הוצאות והכוונה
- להחלטות אסטרטגיות פיננסיות.
Our Features
Schedule a Personal Consultation Meeting
- 📊Free consultation with certified financial planner
- 📈Personalized financial assessment
- 💼Flexible meeting times
- 💡No commitment required
Comprehensive Financial Analysis
- 🔔Detailed portfolio review
- 📱Risk assessment
- 💬Investment opportunities analysis
- 🎯Customized recommendations
Expert Financial Guidance
- 🗺️Licensed financial advisors
- 📍Years of industry experience
- 🧭Unbiased professional advice
- 📊Continuous support
Secure Data Protection
- 💡Bank-level encryption
- ⚡ISO certified security
- 🔍Complete confidentiality
- 📈GDPR compliant
Investment Portfolio Management
- 🎯Diversified investment strategies
- 💰Regular portfolio rebalancing
- 📊Performance tracking
- ✅Risk-adjusted returns
24/7 Platform Access
- 🤝Real-time account monitoring
- 💼Mobile app access
- 📝Instant notifications
- 🏆Always available support
Fee Transparency
- 🧮No hidden charges
- 💵Clear pricing structure
- 📊Commission-free advice
- ✨Value for money
Retirement Planning
- 📋Pension fund optimization
- ✅Retirement income strategies
- 📈Tax-efficient planning
- 💼Long-term wealth building
Business Financial Solutions
- ✅Corporate financial planning
- 💰Business loan structuring
- 📈Cash flow management
- 🎖️Growth strategy consulting
Mortgage Consulting
- 🛡️Best mortgage rates
- 🔒Refinancing options
- 💎Pre-approval assistance
- 📊Loan comparison tools
Insurance Coverage
- 🔍Life insurance planning
- 📱Health insurance options
- 🎯Coverage gap analysis
- 💡Policy optimization
Family Financial Planning
- 🏆Education savings plans
- 👨👩👧👦Estate planning guidance
- 💰Multi-generational wealth
- 🎓Family financial goals
We Protect Your Information
All data is transmitted securely and protected by certified financial planners
We work with Israeli financial planners who carry full insurance and are required to maintain confidentiality regarding the information shared with them. In fact, this is one of the rare cases where your advisor can always give you accurate and responsible guidance at no cost and with no commitment.
- Your financial planner must not receive any commission or benefit from recommending a specific product
- You are entitled to receive clear explanations from the financial planner about the recommended product
- The financial planner must only recommend financial products that are reasonably suitable for you
- The financial planner must provide written disclosure of any conflicts of interest and pass it on to clients
- The financial planner must maintain necessary licenses to provide guidance according to the Financial Planners Supervision Authority
- The information sharing system operates with encrypted communication and a secure group on a scheduled basis
- The system is protected using updated Firewalls technology
- The system is protected against DDoS attacks
- Access to the learner training system is via a two-stage authentication portal
- The system is secured with SSL encryption and availability
- The system complies with ISO standard: 27001, 27017, 27018
- The system operates in periodic frequency audits and document distribution from an immediate source
Security Verification
SSL Standard 27001, 27017, 27018
Testimonials
Dani & Gavriela
We came for financial guidance and found a financial planner who genuinely understands our needs. The service is professional, clear, and with no commitment. We highly recommend!
Maya & Ron
Our experience with the financial planner was excellent! We received clear and professional guidance that really helped us make important financial decisions. Highly recommended!
Chen
The service and professionalism were outstanding. The financial planner took time to understand our needs and provided us with practical and clear solutions. We couldn't be happier!
Ami Cohen
I was looking for reliable and professional financial advice. The planner provided me with all the information I needed in a clear and accessible way. I highly recommend their services!
They Wrote About Us
The Future of Personal Finance Management
FinFix is revolutionizing the way Israelis manage their finances, providing comprehensive tools and personalized guidance that make financial planning accessible to everyone.
Smart Financial Planning for the Modern Age
With innovative technology and expert financial advisors, FinFix is helping thousands of Israelis take control of their financial future with confidence and clarity.
Breaking New Ground in Financial Services
FinFix combines cutting-edge technology with personalized service, offering a unique approach to financial planning that addresses the specific needs of Israeli families.
Transforming Financial Advisory Services
FinFix's platform brings transparency and expertise together, making professional financial planning available to everyone, regardless of their current financial situation.
Pricing
Choose the right plan that fits your needs, you can always upgrade later
Initial Survey
A thorough review of your entire financial situation for free
- Complete financial situation assessment
- Personalized meeting with a financial planner
- No obligation whatsoever
Financial Analysis
For over 35 years, all financial products CFP certified financial planning implementation
- Certified personal planner
- All products covered
- Personal meeting, tracking and follow-up
- Choice of products at any providers
Lifetime Financial Management
A comprehensive and professional financial recommendation for every stage of your life
- Certified personal planner
- All products covered
- Personal meeting, tracking and follow-up
- Choice of products at any providers
- Ability to contact anytime via WhatsApp
First Review
Initial consultation, no commitment, totally free
- Risk assessment and suitability
- Analysis of your current products
- Track and choose your products
- Access to comparison tools
- Personal dashboard
- Discounts on insurance premiums
- Payment meeting with an elliptist
Common Questions
If you have no questions, how about?
Is it possible to schedule an appointment with a financial planner for free?
Absolutely! All members with active subscriptions can schedule as many meetings as they wish with our professional financial planning team.
How can I speak to a planner if I have urgent questions?
You can reach our expert planners directly by phone, email, or WhatsApp chat at any time.
Is it possible to only receive a quote with an analyst without costs?
Yes, with no obligations or hidden costs - the initial survey is free, and you don't need insurance at all.
How can I coordinate loans and mortgages?
FinFix provides professional guidance on mortgages and loans for owners, builders, and property investors.
What about connections suitable for independent and business owners?
All our advisors have extensive experience working with independent contractors, business owners, and financial managers.
Are communications also suitable for business owners?
Yes, Finfix provides complete planning tailored for owners, builders, and property investors.
Have a question that is not answered?
Feel free to contact us directly by phone or WhatsApp at 054-1234567
Contact Us
Fill out the contact details and we will get back to you within 72 hours