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Discover 
Soulful Money

Book a complimentary 30-minute demo to discuss your financial needs and find the best service package for you. No pressure, just great advice.

Personalize
Your Dashboard

Subscribe and create your unique Dashboard. Add your group benefits, investments, and insurance to gain a consolidated view of your financials.

Collaborate
and Plan

Unpack your needs and goals. Work with your dedicated Soulful Money Expert to define, refine, and track your journey. Get in touch.

Simple, transparent pricing that grows with you.

Backed by unbiased, personal guidance from Soulful Money Experts and our comprehensive WealthScore™ you're empowered to make informed decisions.

  • Dashboard Plus

    85₪
    Every month
    +₪750 Once off set up cost
    Perfect option if you have a clear goal in mind but need additional assurance before taking action
     
    • Dashboard set-up
    • 1 hour of Dashboard support and personalization
    • 1 hour of financial consultation and implementation
    • Includes: 10% Discount for Wills & Power of Attorneys
  • Best Value

    Investment Planning

    1 500₪
    Every month
    +₪1 800 Once off set up cost
    Ideal plan for you (and your family) to consult with an expert as you set goals.
     
    • Dashboard set-up and personalization
    • Develop a comprehensive Financial Action Plan
    • Up to 1 hour of Investment consultation and implementation
    • Up to 1 hour of consultation on tax efficiencies
    • Up to 1 hour of Retirement Planning
    • Receive a personalized Wealth Report
    • Ongoing tracking of your goals via your dashboard
    • Annual review meeting
    • Includes: Quarterly touch base via Whats App
    • Includes: 10% Discount for Wills & Power of Attorneys
    • Includes: Free access to a document vault
    • Includes: Newsletter
  • WealthBridge

    625₪
    Every month
    +₪7 500 Once off set up cost
    An excellent choice for in-depth planning
     
    • Dashboard set-up, support, and personalization
    • Up to 1 hour of Life & Disability assurance planning
    • Up to 1 hour of Home and Car insurance planning
    • Up to 2 hours of budget sessions
    • Up to 1 Hour of Investment Planning
    • Up to 1 Hour of Retirement Planning
    • Up to 1 Hour of Succession Planning
    • Receive a personalized Wealth Report
    • Ongoing tracking of your goals via your dashboard
    • Two annual review meetings
    • Quarterly touch base via WhatsApp
    • Includes: 10% Discount for Wills & Power of Attorneys
    • Includes: Free access to a document vault
    • Includes: Newsletter

Packages Renew Each Year You've done all the work in the first year, we would love to keep working with you and building your financial wellness. Renewing means you retain access to your dashboard, reports, document storage and consultations with your Soulful Money Expert.

Step 3

Build your secure future

We will put your financial plan into practice, including more advanced investment planning.

Step 1

Prepare the foundation

We will assess which financial products you already possess (and whether they are optimum for your needs). We will develop a personalized financial plan and budget based on your goals and situation (age, family status, income etc.)

Step 2

Learn new financial skills 

Coaching sessions and online courses will enrich your knowledge and set you up for financial success.

Achieve Financial Freedom with Soulful Money

Be empowered to achieve your goals

Are you an English speaker in Israel aiming to make work optional and ensure a secure retirement? Soulful Money offers a holistic, personalized approach to help you build and preserve your wealth.

Online Financial Dashboard:
View all your finances in one place.

Client Document Vault:
Securely store and manage your important financial documents.

Wealth Creation Courses:
Enhance your financial knowledge with online courses.

Expert Coaching:
Access a variety of specialized coaches for personalized guidance

Ready to Begin Your Journey?

Embark on a journey to financial wellness with a free 30-minute consultation with a Soulful Money Expert.
Let's pave the way to a brighter financial future for you and your family.

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VIP SIGNATURE COURSE

350.00

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