A personal financial consultant works for you and for your own good. His loyalty belongs to the client, not to the products he/she sells. We feel that independence is truly the best way to give objective advice to clients. As independent personal financial consultants, we do not have restrictions or requirements for the use of any particular investment product or solution. This allows us to create customized financial plans designed to ensure the security and growth of financial resources for our clients.

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.

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.

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.