Financial Profiling Session

This isn't a phone consultation. It isn't a "let's chat." It's a structured process in which we build a precise map of your situation — so we can understand exactly how you should invest, and what the most suitable path looks like for you.

₪1,500 · 1–2 hours · Yours to keep for life

What exactly happens in the session?

Not every investor is ready. And not every opportunity is right for you. In this session we analyze precisely:

01

Capital Mapping

How much do you actually have? Income, savings, pension funds, investment portfolios, existing assets — everything.

02

Financing Options

How much can you safely invest? Which banks will extend you a mortgage? What are the rules in 2026?

03

Risk Tolerance

Not every investor needs 30% returns. For some, 10% per year is excellent. For others it's not enough. What's your number?

04

Strategy

A plan for a sequence of deals — not a single transaction. Where you'll start, how you'll grow, what the next steps are.

05

Value Creation Mindset

Throughout the process you'll learn to look at real estate through entrepreneurial eyes: identifying pricing gaps, understanding enhancement potential, and finding places where value can be created before the market recognizes it.

06

Profiling Report

At the end of the session you'll receive a personal financial roadmap in the real estate world. With or without us, you'll know exactly where you stand relative to the market, where you want to go, and what paths are available to you.

By the end of the session, you'll have:

Financial Map

Full clarity on your current position

Real Numbers

Exactly how much you can actually invest

Strategy

A deal sequence roadmap for the future

Your Own Checklist

A tool you'll use for life

Investors who've been through profiling

"This session was the key — suddenly I knew exactly how much I could invest without overextending myself."
David
Investor, Tech Industry
"I didn't think it was even important to do. After the session I understood that everything was going to be different."
Michal
Investor, Self-Employed
"They didn't miss a single detail — taxes, pension funds, bank limits. For once I did this properly."
Yonatan
Investor, Business Owner

Frequently Asked Questions

What if I'm not ready to invest yet? +
That's exactly the point. The profiling session will tell you whether you're ready — and in what form. Some investors discover they need another year of saving. That's fine. It's better to know now.
Does this commit me to a deal? +
No. The profiling is a tool for you. If after the session you decide not to invest — completely fine. If you decide to invest with someone else — also fine. We're here to give you the tools.
Exactly how long does it take? +
Between one and two hours, depending on the complexity of your situation. We give it the time it needs. If it's shorter — great. If it takes two hours — that's fine too.
Do I need to bring documents? +
Essentially yes. Come with a list of your income, current assets (pension funds, bank accounts, investments), and liabilities (mortgages, loans). You don't need actual documents — just the numbers.
What if we're a couple? +
Ideal to bring you both. A joint profiling is stronger. We discuss everything together — demand, gaps, risks.
Does the checklist really belong to me? +
Yes. Completely yours. You can use it with someone else, with another advisor, at any time. It's a tool — not a contract.

Pricing

₪1,500

A session of one to two hours, full profiling, a personal financial roadmap, and advice on everything ahead of you.

This session does not commit you to a future deal. It is a tool so you know exactly where you stand.

Ready to build your roadmap?

A one-to-two-hour session that will transform how you understand real estate.

Let's Do the Profiling →