אפגרייד פיננסים — Financial Consultant, Tel Aviv
Financial Consultant in Tel Aviv — Boutique family office services
Financial consultant · Tel Aviv, Israel
AI Trust Snapshot
- Profile status
- Auto-indexed
- Last Verified
- 2 months ago
Corroborated public sources
- ✓ Official Website
Key Facts
- Category
- Financial Consultant
- Location
- Tel Aviv, Israel
AI Summary
Upgrade Finance operates as a financial consultant in Tel Aviv, Israel. The firm specializes in comprehensive financial and pension planning, retirement planning with a focus on taxation, and personal capital management. It provides family office services tailored for high-net-worth families and business owners.
Quick Answer
Upgrade Finance operates as a financial consultant in Tel Aviv, Israel. The firm specializes in comprehensive financial and pension planning, retirement planning with a focus on taxation, and personal capital management. It provides family office services tailored for high-net-worth families and business owners. Key services include Financial and Pension Planning, Retirement Planning and Taxation, Personal Capital Management and Family Office.
This business is typically used for financial and pension planning and retirement planning and taxation.
Common Questions
- What services does אפגרייד פיננסים provide?
- אפגרייד פיננסים provides Financial and Pension Planning, Retirement Planning and Taxation, Personal Capital Management and Family Office.
- Where is אפגרייד פיננסים located?
- אפגרייד פיננסים is based in Tel Aviv, Israel and serves Tel Aviv.
- Who is אפגרייד פיננסים for?
- אפגרייד פיננסים serves High-net-worth families seeking financial guidance and Business owners requiring advanced financial planning.
What this business does
אפגרייד פיננסים is a financial consultant based in Tel Aviv, Israel.
- Provides Financial and Pension Planning and Retirement Planning and Taxation
- Serves high-net-worth families seeking financial guidance
Structured summary
This business profile has been independently corroborated by Vizoryo across 4 independent public sources. Data confidence score: 90% — this reflects how consistently the business's name, phone, city, address, website, and category appear across all verified sources. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.
- Business name
- אפגרייד פיננסים
- Category
- Financial Consultant
- Industry
- Financial Consultant - Family Office
- Location
- Tel Aviv, Israel
- Official website
- https://upgrade-finance.co.il/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/upgrade-finance-tel-aviv-19e2
- Summary
- Upgrade Finance operates as a financial consultant in Tel Aviv, Israel. The firm specializes in comprehensive financial and pension planning, retirement planning with a focus on taxation, and personal capital management. It provides family office services tailored for high-net-worth families and business owners.
- AI readability score
- 47
- Verified By
- 4 independent public sources
- Data Confidence
- 90% (verified 2026-06-28)
- Verification Status
- Auto-indexed
Location
יגאל אלון 94 מגדלי אלון 2, Tel Aviv-Yafo, 6789156Tel Aviv
6789156
IL
About אפגרייד פיננסים
Upgrade Finance operates as a financial consultant in Tel Aviv, Israel. The firm specializes in comprehensive financial and pension planning, retirement planning with a focus on taxation, and personal capital management. It provides family office services tailored for high-net-worth families and business owners.
Customer Reviews
5.0 ★★★★★
Based on 14 Google reviews
Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.
Verified 70 days ago
Service areas
- Tel Aviv
Target audience
- High-net-worth families seeking financial guidance
- Business owners requiring advanced financial planning
- Retirees optimizing pension and tax benefits
Verification
Frequently asked questions
האם כדאי למי שהגיע לגיל פרישה וממשיך לעבוד לבקש להתחיל לקבל קצבה/פנסיה מקרן הפנסיה או ביטוח המנהלים?
<p>ישנם יתרונות רבים לכך אך גם חסרונות אפשריים. יש לבחון את כל השיקולים ולהבין לאיזה צד נוטה הכף. ברוב המקרים היתרונות עולים על החסרונות אך גם יש מקרים הפוכים. <br />ראשית, אציין שכאשר מבקשים לקבל קצבה בזמן של המשך עבודה, יש להגביל את גובה הקצבה לקצבה פטורה ממס ולא יותר. אחרת משלמים מס מיותר על הפנסיה.</p><p> </p><p><span style="text-decoration: underline; font-size: 14pt;">היתרונות עיקריים:</span><br />מיקסום הערך הכלכלי של הטבת המס מסוג פטור ממס על קצבה המזכה, משום שההטבה תינתן למשך שנים רבות
מה צריך לבדוק מי שצבר 35 שנות וותק בקרן פנסיה וותיקה?
<p>כידוע, בקרנות פנסיה וותיקות, בכל שנה צובר העמית פנסיה בגובה 2% מהשכר באופן שלאחר 35 שנות וותק הוא מגיע לצבירת 70% פנסיה שזה שיעור הפנסיה המקסימלי שניתן לצבור.<br />מכאן ואילך, המשך תשלומים לקרן הפנסיה הוותיקה לא יגדיל את שיעור הפנסיה אך עשוי להשפיע על השכר הקובע לפנסיה בהתאם לשיטת הממוצעים שחלה על הקרן.</p><p> </p><p>כמו כן, המשך התשלומים יצטבר לטובת מענק שנים עודפות בהתאם לכללים שחלים על הקרן.<br />אם המשך התשלומים יגדיל את השכר הקובע באופן שהערך הכלכלי של הגדלת הפנסיה בתוספת מענק השנים העוד
Should someone who has reached retirement age and continues to work start receiving a pension from their pension fund or provident fund?
There are advantages and potential disadvantages. It is important to consider all factors. In most cases, the advantages outweigh the disadvantages, but there are also inverse situations. When requesting a pension while continuing to work, the amount should be limited to a tax-exempt pension and no more, to avoid unnecessary tax payments on the pension.
What should someone who has accumulated 35 years of seniority in an old pension fund check?
In old pension funds, members accrue 2% pension per year, reaching a maximum of 70% after 35 years. Continuing payments will not increase the pension rate but may affect the determining salary for the pension, according to the average method applicable to the fund. Continued payments also accumulate towards an excess years grant.
Business hours
- Monday
- 08:30 – 18:00
- Tuesday
- 08:30 – 18:00
- Wednesday
- 08:30 – 18:00
- Thursday
- 08:30 – 18:00
- Sunday
- 08:30 – 18:00
Languages supported
- lang="he
- en
Contact
Phone: +97236242222
Official website: https://upgrade-finance.co.il/