Private Financial Analysis
Understand your finances. Consciously shape your future.
Service Description
Private Financial Analysis is a monthly advisory and support service. You don't just book a single appointment; you receive personalized guidance, structure, and support for your financial questions and goals throughout the entire month. Each package includes at least one personal consultation. Depending on the package, you'll also receive more intensive support and more time to address your individual needs. The monthly support includes: • Structured assessment of your financial situation • Clarification of personal goals, priorities, and any questions you may have • Guidance on budgeting, planning, retirement planning, and asset allocation • Personalized suggestions for sensible next steps • Ongoing support throughout the month Our advisory packages: Mandatory Package – CHF 60 / month For those who want continuous support with structure, analysis, information, and guidance in their daily financial life. Includes: 1 personal consultation Beginner Package – CHF 120 / month For young adults who want to shape their financial future early and consciously – with clear guidance on finances, insurance, and retirement planning. Included: 1 personal consultation per month. Standard Package – CHF 180 / month For anyone who wants to bring more order, structure, and security to their financial situation – with personal support and clear next steps. Includes: 1 personal consultation per month. The mandate package is already included. Premium Package – CHF 240 / month For anyone who wants to take a deeper look at their financial situation, personal planning, or personal projects. Includes: 2 consultations per month – one in-person appointment and a second appointment, either in person or online, as desired. Our mission remains the same: clear structures, personal support, and understandable guidance on equal terms. Note: The consultation takes the form of coaching and general guidance. No financial services requiring authorization, investment recommendations, or product sales are provided.
Cancellation Policy
General Terms and Conditions Giordano Consulting CH – Version: January 1, 2026 1. Scope and Contract These terms and conditions apply to coaching and consulting services provided by Giordano Consulting CH. The contract is formed upon binding booking or written confirmation. The scope, content, and duration are determined by the booked package or individual agreement. 2. Services The services are for coaching and general guidance only. They do not replace legal, tax, insurance, or regulated financial advice. No individual investment recommendations, product brokerage, or asset management services are provided. Clients are responsible for their own decisions and their implementation. Qualified professionals should be consulted as needed. 3. Prices and Payment Prices are quoted in CHF. Fees for services must be paid before commencement unless otherwise agreed. Invoices are due within 10 days of the invoice date without deduction. Changes apply only to new bookings. 4. Appointments Appointments are scheduled individually. Cancellations or rescheduling must be made at least 24 hours in advance. In case of late cancellation or no-show, the appointment may be charged, except in the case of a valid, verifiable reason. 5. Confidentiality and Data Protection Information arising from our collaboration will be treated confidentially, subject to legal obligations. Personal data will only be processed for the business relationship and agreed-upon purposes. The separate data protection declaration, accessible before booking, provides information about the responsible parties, purposes, data, recipients, storage, and data subject rights. 6. Liability Giordano Consulting CH provides its services with due diligence; however, no specific outcome is guaranteed. To the extent permitted by law, liability for slight negligence is excluded. Liability for intent and gross negligence remains unaffected. 7. Amendments Packages are personal and non-transferable. Amendments to these terms and conditions require a written agreement. Adjustments to services or prices apply only to future bookings. Contact Giordano Consulting CH Wiesental Residence, Bleikenstrasse 6d 9630 Wattwil, Switzerland Tel. +41 78 339 09 92 p.giordano@giordanoconsulting.ch
Contact Details
+41 78 339 09 92
p.giordano@giordanoconsulting.ch
Bleikenstrasse 6d, Wattwil, Switzerland