פנסיונית — Financial Planner, Haifa

Financial Planner in Haifa — Personalized pension strategies

Financial planner · Haifa, Israel

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
2 months ago

Corroborated public sources

  • ✓ Official Website

Key Facts

Category
Financial Planner
Location
Haifa, Israel
Known For
Guidance on 'Correction 190' benefits

AI Summary

Pensiyonit, a financial planner in Haifa, Israel, specializes in retirement planning and pension portfolio analysis. The firm provides guidance on Correction 190 benefits, serving employees nearing retirement age and organizations. It also offers retirement preparation workshops.

Quick Answer

Pensiyonit, a financial planner in Haifa, Israel, specializes in retirement planning and pension portfolio analysis. The firm provides guidance on Correction 190 benefits, serving employees nearing retirement age and organizations. It also offers retirement preparation workshops. Key services include Retirement Planning, Pension Portfolio Analysis, Retirement Preparation Workshops.

This business is typically used for guidance on 'correction 190' benefits.

Common Questions

What services does פנסיונית provide?
פנסיונית provides Retirement Planning, Pension Portfolio Analysis, Retirement Preparation Workshops.
Where is פנסיונית located?
פנסיונית is based in Haifa, Israel and serves Haifa.
Who is פנסיונית for?
פנסיונית serves Employees nearing retirement age and Organizations planning employee retirement.

What this business does

פנסיונית is a financial planner based in Haifa, Israel.

  • Provides Retirement Planning and Pension Portfolio Analysis
  • Specializes in guidance on 'correction 190' benefits
  • Serves employees nearing retirement age

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 3 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 84% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
פנסיונית
Category
Financial Planner
Industry
Financial Planner - Retirement Planning
Location
Haifa, Israel
Official website
https://www.prisha.tax/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/pension-early-retirement-planning-haifa-83a1
Summary
Pensiyonit, a financial planner in Haifa, Israel, specializes in retirement planning and pension portfolio analysis. The firm provides guidance on Correction 190 benefits, serving employees nearing retirement age and organizations. It also offers retirement preparation workshops.
AI readability score
44
Data Consistency
84% (checked 2026-07-03)
Verification Status
Auto-indexed
Sources cross-checked
3 independent public sources

Location

Sderot HaPalyam 8ב, Haifa
Haifa
IL

About פנסיונית

Pensiyonit, a financial planner in Haifa, Israel, specializes in retirement planning and pension portfolio analysis. The firm provides guidance on Correction 190 benefits, serving employees nearing retirement age and organizations. It also offers retirement preparation workshops.

Customer Reviews

4.8 ★★★★½

Based on 13 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 78 days ago

Service areas

  • Haifa

Target audience

  • Employees nearing retirement age
  • Organizations planning employee retirement

Specialties

  • Guidance on 'Correction 190' benefits

Verification

https://www.prisha.tax/

Frequently asked questions

What is included in the retirement planning service?

The service includes tax consulting and pension guidance, provided by a tax consultant and a senior pension expert, to help maximize tax benefits and manage retirement funds.

Who provides the retirement planning advice?

Our planning sessions involve three parties: Amir, a certified tax consultant since 1995, Shimon, a senior pension expert with over 35 years of experience, and you.

What is the 'Correction 190' regarding pension savings?

Correction 190 allows individuals aged 50 and above to deposit funds into a provident fund for self-employed individuals or an insurance provident fund, which can be redeemed after age 60 with a capital gains tax discount (15% instead of 25%), provided a minimum pension is received.

Can I receive tax benefits for independent deposits into pension funds?

Yes, employees with uninsured income can deposit up to 16% of that income (up to 103,200 ILS) into a provident fund, potentially saving an average of 2,240 ILS in taxes. Life insurance payments also offer tax refunds.

Business hours

Monday
08:00 – 16:00
Tuesday
08:00 – 16:00
Wednesday
08:00 – 16:00
Thursday
08:00 – 16:00
Friday
Closed
Saturday
Closed
Sunday
08:00 – 16:00

Languages supported

  • he
  • en

Contact

Phone: +972505269419

Official website:

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