+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.

What data should I disclose?
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.
How often should my personal finance plan be updated?

It is good to review the plan when there is a change in life, such as marriage, birth, death or divorce. Any change in the financial position is also necessary. Most people have an annual update that evaluates how the plan is implemented. The review also deals with changing objectives and circumstances.

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.

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