Rinat Elisha provides financial planning, pension and insurance solutions for individuals seeking to build a more secure financial future. She holds a bachelor’s degree in economics and business administration, is licensed in pensions by Israel’s Ministry of Finance, and brings 16 years of capital-markets experience from roles at Excellence Investments and Phoenix Insurance.

Her services include personalized pension planning, financial strategy and investment guidance, including provident and study funds, pension products, Section 190 arrangements, savings policies and solutions for liquid assets. She also advises on alternative investments and builds tailored life and health insurance plans. For older clients, she offers guidance on relevant Israeli tax benefits, including provisions for eligible individuals, and supports intergenerational wealth transfers with attention to tax exposure and business and family assets.

Rinat emphasizes transparency, reliability and personal guidance throughout major financial decisions and life transitions. She works with leading insurance companies and investment houses to help match clients with suitable products.