PLANEXT

PLANEXT is a financial, pension and insurance planning center founded by licensed pension insurance agents Beni Yahilchuk and Ziv Gratzik. Working in collaboration with goola, a network of financial centers, PLANEXT offers personalized guidance designed to bring clarity to complex financial decisions and help individuals and families build long-term financial security. Its approach looks at a client’s complete financial picture rather than focusing on a single product, using a structured process that includes goal-setting, data review, analysis, tailored recommendations and ongoing support.

Services cover financial planning and investments, pension savings, insurance and risk management, retirement planning and tax-rights arrangements, and early-retirement assessments. The team reviews options such as pension funds, provident and training funds, savings policies, investment portfolios, eligible alternative investments, and employee RSU and ESPP shares. Insurance guidance includes life, health, critical illness, disability and travel coverage, including support for relocation. PLANEXT also lists complementary services such as mortgage advice, tax refunds, employer solutions and real-estate investments.