+386 1 569 1236
info@harvest.si
18 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
18
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
How can I plan for the future if I do not have enough resources today?
Create a budget. Find out how much you actually spend each month. There are fixed costs, such as rent, loan repayments, etc., which are present every month and we can not change anything in this regard. Variable items, such as food, clothing and entertainment, are often those we do not think of. The solution is to create a balance sheet and control the inflows and outflows of your assets.
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.

Who is a personal financial consultant?

A personal financial consultant is someone who understands the process of financial planning and helps you determine how to achieve your goals in life. The main function of a personal financial consultant is to help people determine the needs of the financial plan, their current priorities, and to provide products that are best suited to ensure identified needs. In most cases, a personal financial consultant has a very wide knowledge of the tools and products of different providers, of course, the main goal is to provide the best possible product for the individual needs of the client. He/she certainly sees a great picture of the current financial situation and proposes the most appropriate financial plans for each client individually.

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.

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