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Shomer Shekalim
- Jon Degani
- 054-316-3211
- 80 km service radius
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www.shomershekalim.wordpress.com/
Recommendations & Reviews
- Petah Tikvah (map)
Special Offer
10% off for NBN Olim
About us
Shomer Shekalim empowers everyday Israelis to take control of their finances. Whether you're fresh off the boat or a native Israeli struggling to understand your paycheck and manage your household, Shomer Shekalim can help.
Shomer Shekalim offers financial counseling to help you make the best decision:
• Budgeting and organizing your finances
• Cutting down on household expenses
• Planning for a mortgage
• Choosing and monitoring your pension
• Finding a job
• Understanding your paycheck
• Buying insurance
•… and more. Just ask!
Satisfaction guaranteed! If you aren't 100% satisfied after your first full length meeting, you don't have to pay a shekel!
For more information and a free 15 minute introductory meeting, contact me at 054-316-3211 or send and e-mail to jonnydegani@gmail.com
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4 recommendations and reviews from 1 person
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Referral from
February 10, 2015
Talia P. asked:Hi. I really need help sorting thru what insurance I have I want to understand. Our family has basic Maccabi Magen Zahav. We also have private insurance through פניקס. We pay about 400₪ a month for that. Some how alternative treatments are not included however I heard that you get insurance that covers all that stuff and more I am not referring to Maccabi Tivi. What private insurance is the most inclusive of alternative treatments etc.Please help. Thanks so much!!Jonathan D. replied:Maccabi zahav is shaban, which means it does NOT cover anything life threatening. For that you need private insurance, which you have with Phoenix. I have an overview of the different kinds of health insurances on my site here. http://shomershekalim.com/health/ I am a certified pension and insurance consultant. If you're like to go over al your plans one by one, please call me at 054-316-3211 or PM me.
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Referral from
February 4, 2015
Michael W. asked:I just did a quick search and couldn't find what I was looking for so I will throw this question out in general. I am Osek Patur and need to begin my pitzuim. I know I need to go to an insurance agent (if anyone has any suggestions in the Haifa area, I am all ears!). What else do I need to do and what kind of plan should I be looking at as a young, single, and healthy 25 year old man? Thanks!Jonathan D. replied:You can get a pension without an agent as well and deal directly with the investment / insurance companies. I am objective pension consultant. I help people choose the right pension, set it up correctly and save hundreds of thousands in fees. If you're interested PM me or call 054-316-3211.
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Referral from
January 26, 2015
David J. asked:anyone know of a broker who can help a small company set up pension funds for there employees?Jonathan D. replied:I am an objective pension consultant. I help small companies work directly with the insurance companies, cutting out the agents and saving their workers hundreds of thousands of shekels in fees. If you're interested, please call at 054-316-3211 or e-mail at jonnydegani@gmail.comJonathan D. replied:Agents need to live off something, so they need to charge more on the deposits. There is only so low they can go. You can save money by going to the companies's sites and calling the number on each to sign up to meet with a direct agent of the company (not an insurance agent). For example, go to Harel's site in the pension system and call the number. As an independent objective pension advisor, I help people deal with all the different companies and get the best deal I can find on fees. If you're interested, you can contact me at jonnydegani@gmail.com or call 054-316-3211
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