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DirectoryCudrefinGiovanetti Conseil Sàrl
Giovanetti Conseil Sàrl Logo
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Giovanetti Conseil Sàrl

Summary

About the company

Giovanetti Conseil Sàrl is an independent advisory firm focused on wealth planning, finance, taxes, retirement provision, real estate and insurance. It supports private clients, families and entrepreneurs with a holistic analysis and coordinates a network of specialized partners.

AI-generated
Offering

Products & services

✓ Offered6
Wealth Strategy
Comprehensive mapping of assets and liabilities, multi-year strategy, regular steering and adjustments to wealth planning.
Financial and Investment Advisory
Independent allocation matched to profile, selection of Swiss discretionary management mandates, consolidated reporting.
Tax Advisory
Personal and business tax optimisation, tax returns, structuring and support for asset transfers.
Pension Planning Advisory
Advice on pillar 2 and pillar 3, LPP buy-ins, retirement planning and coordination with the existing pension setup.
Real Estate and Mortgage Advisory
Support for buying residential and investment properties, mortgage comparison and renegotiation, financing, amortisation and refinancing.
Insurance Advisory
Insurance review for health, private liability, household, vehicle and legal protection, plus premium optimisation and annual contract review.
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Location

Grand'Rue 14
1588 Cudrefin

At a glance

Legal form
Limited Liability Company
UID
CHE-191.584.044
Founded
2026 · 0 years
Last commercial register change
July 6, 2026
Employees
1 to 10

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