+386 1 569 1236
info@harvest.si
15 years of experience in financial consulting
Reach your financial goals faster and safer - trust our experienced, credible and completely independent team of specialized personal financial consultants.
A winning approach of effective management for your personal finances.
MORE THAN
15
YEARS ON THE MARKET
MORE THAN
60000
CUSTOMERS
MORE THAN
50
CONSULTANTS
MORE THAN
15
BUSINESS PARTNERS
How can Harvest personal financial consultants help you?
WITH RICH EXPERIENCES
We have already helped over 60,000 satisfied clients.
WITH COMPLETE IMPARTIALITY
Your satisfaction is always in the 1st place!
WITH EXCELLENT TEAM
More than 50 licenzed, reliable financial experts.
WITH INDIVIDUAL APPROACH
We are committed to the highest ethical standards.
Check how we can help you manage your personal and business finances.
Contact us, we will answer you as soon as possible.
FAQ
Frequently Asked Questions
Why is the assessment of the need for insurance services necessary?

Assessing your needs for insurance services is part of your personal financial planning. Insurance takes care of your unpredictable needs, and as these needs can arise at any time, insurance is extremely important. Investments take care of your foreseeable needs and do their best to follow your unpredictable needs. Insurance has changed considerably over the last few years, and there are also many new products that are very flexible.

Can I make a personal finance plan myself?

Some personal finance packages, magazines and self-help books can help you with your own financial planning. However, you may decide to seek the assistance of a personal financial consultant - expert if:      

  • you need the expertise that you do not have in certain areas of your finances. For example, a personal financial consultant can help you to assess the level of risk in the investment portfolio and review the allocation of funds;    
  • you do not have enough time to edit your own financial plan yourself;         
  • you know that you need to improve your current financial position, but you do not know where to start;     
  • you believe that a personal financial consultant - expert could improve your plan and strategy for the current management of your finances;  
  • an immediate or unexpected life event occurs, such as inheritance or major illness;          
  • you want to get an expert opinion on a financial plan that you have developed yourself.
Why should I disclose so many personal information?
Think about visiting a doctor? Without complete and completely accurate information, your doctor can not prescribe the best treatment. The same applies to financial planning. To get the best solution for your "financial health" you need to disclose all the details.
What about taxes?
It is important that personal finance plans are tax-efficient. Your personal finance plan will help you reduce the tax liability and increase returns after taxing your investments. Some personal financial consultants help their clients optimize their tax returns.
Have we convinced you?
Contact us, we will answer you as soon as possible.
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