About Zion Finance
Independent, plain-English financial education for English speakers in Israel.
Naftali Zuckerman
Zion Finance is run by Naftali Zuckerman. Sessions are in English and focus on understanding your money in Israel: your payslip and taxes, your budget and debts, and how pensions, keren hishtalmut and mortgages work.
What we do and don't do
What we do
- Explain your Israeli payslip, taxes, credit points and Bituach Leumi.
- Build a budget, an emergency fund and a debt payoff plan with you.
- Explain how pensions, keren hishtalmut, kupot gemel and mortgages work, including fees, tracks and tax.
- Show you how to compare products yourself using official tools such as Pensia-Net, Gemel-Net and Har HaKesef.
What we don't do
- Recommend a specific pension fund, keren, provider, investment track, fund, stock or other security.
- Sell financial products or take commissions or referral fees from anyone.
- Prepare tax returns. For that we suggest a licensed tax adviser (and for US taxes, a CPA or EA).
Independence
We receive no commissions, referral fees or payments from any financial company. You pay only for the sessions you book, so the only thing we're trying to do is help you understand your options.
How a session works
- A free 20-minute intro call to understand what you need.
- If it's a good fit, a session where we go through your questions together.
- A short written summary of what we covered and the next things to research or ask a licensed professional.