We are happy to have Innovisys as our collaborator!
SIGMA UP for Innovisys!
Together with Aviel and the Innovisys staff, we are happy to create a support umbrella for your startup so you can focus on your success. At the same time, we take care of all your financial needs and ensure you have everything you need for your company.
We believe in a holistic approach and ensure you have all your employees and the managing team need in one click.
Let's talk about it - why us?
Sigma Financial Planning offers significant advantages to its clients.
1- Thanks to the adaptation of an investment track to the client's age, we have increased the expected pension allowance by approximately +1,100 NIS per month.
2- Due to an attractive management fee model for the client, it is possible to increase savings by an average of +100K NIS.
3- We boast a high level of pension operations, with 95% allocation of deposits to pension products monthly.
4- Sigma Financial Planning brings over a decade of knowledge, experience, seniority, and satisfied customers to the table, establishing a reliable and trustworthy partner for your financial future.
Grow your startup With us!
Lectures in your company free of charge
We believe that knowledge is power and we want our customers to have it. As part of our service, we offer one lecture per quarter free of charge at your company offices. For those who are not Sigma customers, you can choose one lecture on Zoom at no cost.
where is your money
An in-depth look at pension savings, emphasizes the need to understand the pension system to make informed decisions regarding the financial future and pension.
Smart mortgage planning
Buying a property is usually the biggest financial decision of our lives.
A mortgage, a long-term loan for the purchase of real estate, is an essential financial tool enabling this purchase's financing. However, mortgage planning requires consideration of various factors, from your financial situation to the changing market conditions.
Smart financial investments
Capital increase: Investments are designed to generate profits and increase the money we invest. Protection against inflation: Money lying in the bank loses its value over the years due to inflation. Investments can help maintain the value of money and sometimes even increase it.
