Meet 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.
What We Do
Fractional CFO Services
Strategic financial leadership for your business without the full-time overhead.
Personalized Consulting
Targeted advice for specific financial decisions or challenges.
Family Financial Planning
Comprehensive planning to build a secure future for your family.
Guidance for Olim
Specialized support navigating the financial landscape of Israel.
Ready to Take the Next Step?
Let's discuss your financial future. Reach out for a personalized consultation — no obligations, just clarity.