+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 is financial planning?

Financial planning is the process of ensuring your life goals through the proper management of your finances. Financial planning helps you to anticipate all financial needs that will emerge in the future. The objective of financial planning is to provide sufficient amounts of money in the right hands and at the right moment in the future in order to ensure that individual goals are achieved.

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.
What about taxes?
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.
What should I pay attention to a personal financial consultant?
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.
Have we convinced you?
Contact us, we will answer you as soon as possible.
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