The Oleh Investment Academy is a collaboration between two leading experts in Olim finance, Aaron Shuchatowitz, AWMA™, of Aliya Money Tips and Nadav Ellinson, MBA, of moneyby.design.

Our mission is to bring objective financial education to everyday olim and help you achieve your finance goals in Israel.

We strongly believe that investing should be accessible to all. You shouldn't have to pay an advisor 1% of your portfolio every year in order to achieve great results.

Your chance to stop making excuses

Be proud of yourself for finally putting your money to work.

  • Separate workshops for US and non-US citizens to address the specific tax considerations of each group

  • A comprehensive framework for understanding the market, choosing an investment platform, and creating a diversified portfolio

  • Learn what to do and how to do it through practical step-by-step guidance

  • Save millions of shekel over your lifetime by reducing fees and cutting out the middlemen

Live Investing Bootcamp

Modi'in - September 8th, 2022 - 5-10pm

This live course will be held in Modi'in close to the train and easily accessible from Tel Aviv, Jerusalem and many other parts of Israel. Pizza (& maybe a little beer) will be served! Space is limited.

You will walk away with:

  • Understanding

    Learn how the market, indexes, and passive investing works. Important tax considerations will also be covered thoroughly.

  • Confidence

    Finally feel comfortable building your investment plan, choosing your portfolio allocation, and getting started investing in the best way possible for you.

  • Skills

    Finish the bootcamp with the ability to implement and automate your plan, open an account, purchase securities, and manage your investments over the long-term - on your own.

Bootcamp Curriculum

    1. Why Invest?

    2. The wonders of compounding

    3. Why markets go up

    1. Comparing different investment platforms

    2. Choosing the right brokerage for you

    3. Opening an account & purchasing shares

    1. Active vs. passive investing

    2. Index Funds & ETFs - What they are and how they work

    3. Building your portfolio from scratch

    4. Avoid these for an extra million at retirement

    5. Workshop: How to choose specific ETFs

    6. Factoring in your Pension and Keren Hishtalmut

    1. Transfering money & exchanging currency

    2. Automating the investment process

    3. Creating a "long-term bucket"

    4. Consolidating existing investments

    1. Why markets crash

    2. Your risk tolerance & reducing risk

    3. Free tools for visualizing and stress testing your portfolio

    1. Adjusting goals as life changes

    2. Tax management & Rebalancing

    3. Writing a plan you can stick with

    4. Identifying bad financial advice

    5. How to spend less than 15 min a month on your investments

The first ever Oleh Academy Bootcamp

Bonus material

This isn't just a one night event. Attending the bootcamp will give you access to the tools and resources you need at no additional charge!

  • Full access to the future digital course

    899₪ value

    Once the online course is live, you will get full access. This will be a great opportunity to review material you learned at the bootcamp and go more in-depth on the subjects you are finding more challenging.

  • Proprietary Calculators

    500₪ value

    Unique tools to aid in your investment journey. Visualize your portfolio together with existing pension or Keren Hishtalmut accounts, discover how to compare ETFs, and find the cheapest investment platform for your specific circumstances.

  • Join the community

    Priceless

    All alumni of the course will have the opportunity to join an exclusive community WhatsApp group for ongoing support and updates from the instructors and fellow students. Successful investing isn't a sprint, it's a marathon and we are all in this together.

Video

Space is limited. Make a wise investment and register today.

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Testimonial (pre-launch student)

“Wow. I was blown away by The Oleh Investment Academy. I came away with so much knowledge and confidence. My stress around investing has faded away and I’m now depositing monthly into a portfolio that I designed BY MYSELF!”

Kelly

Have a question?

Please don't hesitate to reach out!

Send us an email or be in touch via WhatsApp and we will get back to you as soon as possible.

Meet The Instructors

Nadav Ellinson, MBA

Hi, I'm Nadav. After making Aliya 10 years ago from Australia I co-founded a successful hitech company, Intelligo Group, where I served as CFO and COO. I'm passionate about finance and today I'm a personal finance consultant, helping my clients achieve their financial goals. I hold an MBA from Tel Aviv University.
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Aaron Shuchatowitz, AWMA™

Hey there! My name is Aaron. I moved to Israel from Los Angeles over 10 years ago and now live in the Jerusalem suburbs with my wife and two kids. In addition to my financial education and consulting services in Israel, I work remotely as a licensed investment advisor in California. I am an accredited wealth management advisor (AWMA™) with over a decade of experience working in business development, real estate, and finance.
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FAQ

  • Is this course for beginners?

    This course is designed to teach all the fundamentals you need to build a stock market portfolio from A-Z (from Israel). The content is perfectly suited for both total beginners and those with some investing knowledge who are looking for practical guidance on how to get started in Israel.

  • Do you earn commissions or referral bonuses on any of the platforms or services you recommend in the course?

    No. Our courses are completely independent and we receive 0 economic benefit from the platforms and products we discuss. We believe education, especially financial education, should be completely objective and free from any conflicts of interests. All our courses and educational content will be designed based on this principle and the fiduciary standard.

  • Do I need a minimum amount of money saved before taking this course?

    No. This course is designed to teach you how to build wealth by putting as little as 100 shekel to work per month. However, there are some investing platforms (especially in Israel) that require relatively high minimums to open an account. This course will help you understand the limitations and costs of the different platforms and help create a plan for getting started.

  • I don't have a lot of time to devote to investing - is a course teaching me how to manage a portfolio on my own really right for me?

    Yes it is! The goal of this course is to teach you how to build a passive, hands-off investment portfolio that you can automate as much as possible. The best investment strategies for the vast majority of people involve minimal effort and time once your portfolio is set up. Here is the dirty little secret Wall Street doesn't want you to know - paying a professional to actively trade your money is highly unlikely to improve your returns in the long run.

  • I have no money in savings and significant amounts of debt - is this course for me?

    This course is designed for those looking to begin their investment journey immediately. One of the key components of a successful long-term financial plan is making sure you are taking care of your immediate needs first. A full course on budgeting and cash flow management is in the works - stay tuned.

  • Are you licensed investment advisors?

    We are not Israeli licensed investment advisors and will not be giving investment, tax or legal advice. Our course is for educational purposes only. It is designed to give you the tools to make your own investment decisions with confidence while also getting the most out of any professional advice you receive.

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