Financial planning
One plan for your goals, assets, liabilities, risks and time horizons, instead of a stack of separate products.
Financial Planning • Insurance • Retirement
See the whole picture. Plan what comes next.
Your financial life is more than a collection of products. We connect financial planning, pensions, insurance, investments and retirement into one clear long-term strategy.
The whole picture
Most people accumulate many pieces over the years. Usually nobody looks at all of them together.
Pension plansInsurance policiesInvestment accountsProvident fundsEducation fundsSavingsPropertyTax considerations
ORCA does. We start with the person and the family, then build the financial structure around them. Planning first. Implementation second. Products are tools, not the starting point. And a plan is only worth something once it is carried out, so we also help you put it into practice.
What we do
Pension planning
Pension funds, provident funds and education funds reviewed as one system, including costs, duplication and gaps.
Retirement planning
Pension income, retirement grants, tax considerations and the move from saving to drawing income.
Insurance planning
Insurance as risk management inside a financial plan, not as a product to sell.
Intergenerational planning
Assets meant for children and heirs, planned separately from the assets you need in retirement.
How we work
- 01
Understand
We map your financial situation, family, goals and concerns.
- 02
Analyze
We look at pensions, investments, insurance, savings, taxes and risks together.
- 03
Plan
We build a clear strategy and priorities.
- 04
Implement
We help turn recommendations into actual actions.
- 05
Stay with you
The plan evolves as life changes.
Why ORCA
Intelligence. Family. Strength. Navigation.
Orcas thrive through intelligence, communication and extraordinary family bonds.
They navigate complex environments together and protect the pod across generations.
Those ideas reflect how we believe financial planning should work: understand the whole environment, make intelligent decisions, protect what matters, and think beyond one generation.
ORCA is not about one financial product. It is about navigating the whole financial life.
Meet Olga & Amir
Olga Lifshits
CFP® · Licensed pension insurance agent and P&C insurance agent
[Bio and exact licence titles (per certificates) to be provided: only confirmed facts will be used.]
Amir Abado
Licensed pension insurance agent and P&C insurance agent
[Bio and exact licence titles (per certificates) to be provided: only confirmed facts will be used.]
Who we help
IndividualsFamiliesSelf-employed professionalsBusiness ownersPeople approaching retirementRetireesFamilies planning intergenerational wealth transfer
Buy online
Some cover is simple to arrange yourself. These purchases are made through us as licensed insurance agents.
Travel insurance (PassportCard)
Buy through our agency page.
Buy travel insuranceHarel
[Harel link to be added if relevant]
Other insurers
[To be added later]
[Compliance wording for legal review: purchases here are made through the agents of this practice, who are licensed insurance agents. The cover, terms and price are set by the insurer. General information only, not a personal recommendation.]
Schedule a meeting
Tell us where you are today and where you want to go.
[Contact details (WhatsApp, phone, email) to be added once confirmed.]