The medical student who dropped out to teach financial planning: "Money is meant to serve us in the future"

Tomer Eliyahu, 33, left medical school in his fifth year and founded a company for family financial education. In an interview, he recounts a formative childhood experience, the loss of his father's savings, and his passive investment strategy in broad indices.

Tomer Eliyahu, 33, from Rehovot, left medical school in his fifth year to establish a company for family financial education called 'Simply Invest', after his book. In an interview with the 'New Investors' section of Globes, he recounts that the formative experience occurred at age 3, when the bailiffs came to his home and his parents divorced over financial issues. Later, his father's death led to the loss of 4 million shekels in savings from an old pension fund, due to a lack of knowledge of the rules. Eliyahu holds an investment portfolio of 80% in broad indices and 20% in sectoral indices, and opposes investment in cryptocurrencies. He refuses to disclose personal returns, arguing that success is measured by building a suitable strategy, not by annual percentage returns.

The medical student who dropped out to teach financial planning: "Money is meant to serve us in the future"