Cloud Financial Planning

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Reviews of Cloud Financial Planning

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  LEE COUPER-WARE Added March 06, 2023

  ★ ★ ★ ★ ★
  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.
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  Secretary MGCCGeelong Added March 04, 2023

  ★ ★ ★ ★ ★
  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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  greg illingworth Added February 21, 2023

  ★ ★ ★ ★ ★
  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.
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  sue elbourne Added February 17, 2023

  ★ ★ ★ ★ ★
  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.
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  Peter Kiel Added February 10, 2023

  ★ ★ ★ ★ ★
  We are more than happy with our time
  With 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.

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About cloudfp.com.au

Best Financial Planner and Financial Planning Advice in Geelong | Shaun Liddicoat
Financial planning advice in Geelong for Retirement, Investment, Wealth Management and Estate Planning. Call Shaun on (03) 8566 7909 for local advice.