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.

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.

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.

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.