Cloud Financial Planning offers a holistic financial planning service aimed at building, maintaining and protecting your wealth. Our astute client base ranges from young professionals through to those retiring with a sizeable nest egg. Our diligent and attentive financial plans have been received by many, helping them achieve their goals with a clear road map for the future.
I am a new customer to Shaun and went to him on recommendation from a work college. He right he was!! Shaun is a great bloke, approachable, broke things down for me into terms I fully understood and gave me options I never even thought of. Shauns knowledge in his field is unbelievable, I would fully recommend him and have to anybody who was looking for assistance in money/retirement matters. He is very approachable, and available to any enquire I may have. He answers an email from me or a phone call from me within 24 hours and most often within hours. He has given me great confidence in my current position and the strategy he has recommended for me. I look forward to working with Shaun for years to come. Thank you.
Shaun is so easy to deal with and very knowledgeable. He helped us understand our family's financial position and how to make the most of our assets and investments. Talking to him took a huge weight off our shoulders as he has given us a clear and practical strategy to follow.
Having been with another Financial Adviser group previously it is great to have someone interested in what I need and reports that are not just printed off general document. Shaun is always accessible and will return calls within a day if not hours. I have recommended and will continue to recommend Shaun to anyone seeking financial advise.
'Shaun has given me advice in areas including loan products, self managed super funds and managing debt. Shaun was able to explain things to me in a clear way. Through Shaun's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Shaun's full care and attention when I needed it.'
We have always found Shaun's advice to be delivered thoroughly and with attention to our specific needs both now and in the future. He has given us a new thoughts on how we plan for our future and still being able to give us comfort in our choices. We go into the future with confidence, thanks Shaun!
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2004
- Years of experience 18
- Bachelor of Science
- Bachelor of Finance
Cloud Financial Planning Pty LtdLevel 1, 2a Bellevue Avenue
Highton, VIC 3216
- 9:00am – 5:00pm Monday – Friday
Liddicoat Financial Planning Pty Ltd