Financial Planning for Olim by Xperience

Financial Planning for Olim

  • What are the benefits and drawbacks of keeping the majority of my money in my country of origin vs. moving my money to Israel?
  • Where can I put my money in Israel so I feel secure and earning a good return on my money ?
  • If I live in Israel and the majority of my heirs live outside of Israel, what is the best way of insuring that they can easily access their inheritance?
  • How do insurance investment products compare to stocks and bonds?
  • When transferring money to Israel, is it better to use a money changer or transfer directly from a Foreign Bank to an Israeli Bank ?