+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
What should a personal finance plan contain?

The personal finance plan should include an overview of your net worth, goals, investment portfolio, cash flow, investments, retirement, tax planning, insurance services, that is, the overall financial plan for achieving your goals.

What data should I disclose?
Typical are information on investments, number of dependents, income and expenditure data, saving and financial planning requirements, etc. The more accurate the information is, the better the quality of the advice.
Do I have to personally meet a personal financial consultant?

It depends on what you need. We can send you the complete questionnaire. Based on your answers we will be able to prepare a customized personal finance plan specifically for you. If you need more detailed information with a personal financial consultant, please call us on +386 70 664 433, or write at info@harvest.si.

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.
Have we convinced you?
Contact us, we will answer you as soon as possible.
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