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Management and support for high-end companies and employees in the field of financial services and pension plans.
Pension Savings Plan
Advice develops a tailored service document for every company, strictly aligned with its pension scheme. This combination, along with our supplemental solutions, ensures a complete operational 'envelope' and delivers optimal performance as a third-party administrator.
Management of Insurance Policies
Advice has developed a holistic solution for managing discretionary capital, which is fully integrated with comprehensive asset management, including pension savings. This allows us to build a tailored investment strategy and ensure optimized asset administration
Wealth Management
Advice has developed a unique model for managing retirement plans that facilitates early retirement while maintaining a high and stable standard of living. Planning is executed based on a personalized financial analysis and utilizes advanced tools to optimize savings and investments.
Employee Support (Peace of Mind for the Employer)
Advice's experience shows many clients are unaware of their current coverage and its cumulative costs. We conduct a comprehensive insurance portfolio analysis to identify duplications or gaps, realigning relevant protections for maximum cost reduction.
Employer Operations Framework
Advice specializes in tailoring pension solutions aimed at preserving the client's standard of living post-retirement. We view pension planning as a core mission and actively work to reduce costs and continually optimize savings.
Early Retirement Planning
From onboarding through the termination of employment, we provide full support to both the employee and the finance department, ensuring continuous and organized service processes.
We are your one-stop-shop consultancy and support agent for a broad range of financial services.
All Our ServicesMeet Cover,
Understand how much you have saved and how much you are paying, simply and free of charge.
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₪1,259,937
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We understand that you’ve made it, but you’re not resting. With us, you’ll have access to advanced financial products previously saved only for ultra-high net worth investors.
How does it work?
1
We prepare a document detailing your current situation
2
We then schedule a meeting with you to get to know you and understand your needs
3
We offer solutions to improve your financial and insurance situation
4
We send a detailed report summarizing your situation following the agreed changes with your chosen solutions
5
A periodic meeting to sync you on the existing solutions in relation to your changing needs.
Tommy Kovalis
[Founder & Chairman Advice Group]
Why was Advice created?
“When we entered the pension insurance world, we found a broken market. A market where those meant to represent the client, serve them, and act as their personal broker actually see themselves in constant conflict of interest with the client, competing over their wealth. From day one, the essence of Advice has been to be the client’s Full Stack Broker — building the model that truly fits them, unlike the conventional approach in the pension market.”
Want to hear more?Looking for advice? Want us to help you save?
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