Cloud Financial Planning
53 Reviews
- Tuesday8 AM–8 PM
- Wednesday8 AM–8 PM
- Thursday8 AM–8 PM
- Friday8 AM–8 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–8 PM
About the Business
Financial Planner Geelong | Best Rated in Geelong | CloudFP | Need a financial planner in Geelong? Shaun Liddicoat is a best rated planner in Geelong. Request a meeting today. Meet online or in person. Book now.
Contacts
Website
Call Us
+61352150400
1/2a Belle Vue Ave, Highton VIC 3216
Hours
- Tuesday8 AM–8 PM
- Wednesday8 AM–8 PM
- Thursday8 AM–8 PM
- Friday8 AM–8 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–8 PM
Features
- Wheelchair-accessible car park
- Toilets
- On-site services
- Online appointments
- Appointment required
Recommended Reviews
Peter Kiel
30.09.2023
Cloud Financial Planning
We are more than happy with our timeWith Shaun,which has been around 6 yrs. He has the know how and ability to assess his clients from which he gives honest advice and opinions. He doesn’t push you into anything that you are not comfortable with.Personally we couldn’t recommend Shaun highly enough.
Carmela Clarke
29.09.2023
Cloud Financial Planning
We met with Shaun last week, and it was a very positive experience. Shaun explained things well, giving us all our options, and helped us come up with a plan to help manage our finances. Highly recommend Shaun.
Kylie Luttrell
29.08.2023
Cloud Financial Planning
Shaun is incredible - he almost goes through your life like a checklist, making sure the risk is minimal and manages your expectations beautifully.Never felt more at ease with my future - I would recommend Shaun to anyone.
Keri Cachia
08.08.2023
Cloud Financial Planning
It took us many years to find a financial planner that we were happy with and more importantly we could trust . Since we have been with Shaun we have never looked back.I highly recommend Shaun to anyone.
greg illingworth
25.07.2023
Cloud Financial Planning
Shaun is always personable, friendly and honest with his advice and recommendations. He does not coerce or force you to do anything. He discusses things clearly and allows us to take time to make decisions. We highly recommend his financial services.
LEE COUPER-WARE
24.07.2023
Cloud Financial Planning
Shaun has been my financial advisor for a number of years. He has created a portfolio that suits my needs and assisted me with financial advice when my mother and father passed away. I have no hesitation recommending him if you are looking for this type of support.
sue elbourne
23.07.2023
Cloud Financial Planning
I have developed complete confidence and trust in Shaun at Cloud Financial Planning. His advice has made my financial transition into retirement so easy to understand and navigate through all the associated complexities of superannuation, shares and tax benefits. I really appreciate Shaun's professional approach, quiet manner and promptness in replying to any queries as they occur.
Adam & Mel B
22.07.2023
Cloud Financial Planning
Shaun's advice has been invaluable in planning for our retirement. He is honest, professional and trustworthy and is always prompt in responding to our queries.We are very grateful for the advice and excellent service and highly recommend Shaun.
Neil Lee
20.07.2023
Cloud Financial Planning
We have been with Shaun at cloud financial now for 2 years and are very happy with what Shaun has been able to set up for us and his guidence into retirement very happy people. Thanks Shaun.
Secretary MGCCGeelong
19.07.2023
Cloud Financial Planning
We were recommended to Cloud Financial some years ago and it was great move.Shaun has listened to our needs and concerns and has always worked diligently to bring our needs to fruition, always with our best interest in mind. He understood our personal situation!He has always answered our questions clearly and comprehensively and has responded to these quickly.During the regular reviews we have with him, his advice has been clearly stated and supported by the research presented. His explanation of our financial position has always been clear concise and understandable.We have confidence in Cloud Financial and would recommend this firm.
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1/2a Belle Vue Ave, Highton VIC 3216
Cloud Financial Planning