+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
What happens when I make a personal finance plan?
Even the best plan is unusable if it does not start. Your personal financial consultant will fully assist you in implementing the plan, if and when you will.
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.

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