Plansure: Creating Your Financial Security
Led by Yossie Tchelet, Plansure provides expert, personalized financial guidance for individuals, families, and businesses. Build your future with confidence.
Request a ConsultationMeet the Plansure Team
Financial Insight & Experience
Welcome to Plansure. I'm Yossie Tchelet. For over two decades, I've partnered with individuals, families, and businesses to navigate the complexities of financial planning and achieve lasting security.
Yossie Tchelet
Qualified Chartered Accountant (SA)For over two decades, Yossie has partnered with individuals, families, and businesses to navigate the complexities of financial planning and achieve lasting security. His passion is building trust and crafting personalized strategies – blueprints designed not just for financial goals, but for your unique life aspirations.
Having partnered with over 100 diverse clients – from families planning for generations to businesses seeking strategic growth – Yossie brings a wealth of practical experience and a commitment to unwavering integrity through Plansure.
Ben Cohen
Bachelor of Science, FinanceBen brings nearly two decades of global financial mastery to your personal balance sheet. He uses his expertise in M&A, cash management, and consulting to provide clear financial advice and solutions for families and individuals. He simplifies strategies to help clients reach their goals and secure their future.
Having served as a trusted advisor to C-level executives, Ben understands that your personal finances deserve the same rigor and foresight as a Fortune 500 company. His mission is to provide high-level financial stewardship that is flexible and deeply personal – helping you navigate life's transitions, optimize your performance, and unlock the long-term value of your hard-earned legacy.
Our Core Financial Services
Business Financial Solutions
Fractional CFO Services
Strategic financial leadership for your business without the full-time overhead. Offering expert oversight on cash flow, budgeting, forecasting, and capital strategy to drive growth.
Personalized Financial Consulting
Targeted advice and guidance sessions for specific financial decisions or challenges. Flexible consulting designed to provide clarity and direction when you need it most.
Personal Financial Solutions
Family Financial Planning
Dedicated 1-on-1 partnership to build a secure financial future for your family. Includes comprehensive reviews, personalized budgeting, and strategic planning for long-term goals.
Financial Guidance for Olim
Specialized support for Olim navigating the unique financial landscape of Israel. We help you understand local systems, plan effectively, and integrate your finances smoothly.
The Plansure Advantage
Rooted in Listening
Every plan begins with understanding. We ask, absorb, and reflect—so your financial path is shaped by you, not assumptions.
Crafted, Not Copied
No templates. No rinse-and-repeat. Just clear, considered planning shaped around your life's real contours.
Strategy That Pays Attention
We don't just balance books—we balance priorities. From cash flow to capital strategy, we help you lead with financial confidence.
An Ally in the Details and Direction
From boardroom reporting to budget calls, we serve as your strategic partner—clear, committed, and quietly indispensable.
Financial Leadership Without the Overhead
Get expert guidance that fits your stage—not a bloated solution. Our fractional CFO model is efficient, transparent, and built to grow with you.
What Plansure Clients Receive
"I have had the pleasure of working closely with Yossie on multiple extractive projects, and his contributions have been nothing short of outstanding. Yossie has played a key role in our strategic financial planning for our mining operations, consistently providing invaluable insights and expertly analyzing complex scenarios. His ability to steer discussions and bring clear, actionable directives to the table has been essential to our success. Yossie's strategic vision and financial acumen make him an asset to any team, and I look forward to continuing to work with him on future projects."
"I am pleased to warmly recommend Yossi Tchelet in the field of business plan preparation. We worked together at Arigo Software Development to raise funds for a software and hardware-based product development project. Yossi demonstrated exceptional skills in preparing a precise business plan that presented the financial needs, revenues and expenses, and analyzed the risks and opportunities from an accurate accounting perspective. Under his leadership, our product received significant interest from investors. Beyond his professional capabilities, Yossi is inspiring, a creative problem-solver, and possesses excellent communication skills. He is dedicated, meticulous, and attends to the smallest details. I am convinced that he will be a significant asset to any organization that works with him."
"I hired Yossi's services as a business consultant while I was the CEO of Brightmerge (https://www.brightmerge.com/), which included preparing a business plan and financial consulting. During the work, Yossi provided a business plan and accurate financial planning, including calculation of income and expenses, cash flow, profit forecasting, and risk assessment. Yossi created an organized, detailed, and professional plan. Yossi wrote a clear and professional business document that could be presented to investors or financial institutions for fundraising purposes. Throughout the work, Yossi was a partner in my business journey, helping me see the complete picture."
"Plansure offers us a no-nonsense approach for financial education that helps you establish your goals, create an investment policy and helps you find the right platforms to begin your journey. Definitely better late than never. And they offer both the experience and patience to set you on your way."
"If you value discretion, integrity and a steady non pushy person to advise on your overall financial landscape and will go to bat for you Yossi is your guy."
Contact Plansure
Let's Discuss Your Financial Future
Yossie Tchelet:
(Serving clients locally & internationally, Meetings by Appointment)