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.

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.

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.

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.

Shaun sets out our Financial Plan Management in a Professional, clear and concise way. Financial Planning can be quite scary and confusing but Shaun's clear communication approach and follow up with us at all times ensures our financial planning requirements are in the best hands possible.
His knowledge, Strategic planning and investment monitoring, displays a very positive approach to financial planning.
When you work so hard all of your life, it is comforting to know you have someone who has your interest at heart, Shaun certainly does.
We would recommend Shaun and Cloud Financial Planning to all.
Thank you, Shaun, for all your assistance. We are privileged to be a customer of a very caring and professional business.
Col and Annie

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.

Very polite and extremely informative and my wife and I felt extremely comfortable dealing with Shaun at cloud financial services

I have been using Shaun for many years and can highly recommend his services.
He is honest, reliable and so easy to understand, and doesn’t take any unnecessary risks.

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.

Cloud Financial Planning have been our advisors for a number of years. They listen to our thoughts and concerns and have always given us advise which is appropriate for us. We would recommend them.

Cloud Financial Planning have provided us with expert advice over the last eight years, letting us enjoy a comfortable retirement. Good advice in financial areas that we didn't know existed. Always available for assistance. Highly recommended!

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.

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.

If you're looking for a financial planner you can trust, we highly recommend Shaun Liddicoat!

Shaun evaluated our superannuation and insurance needs thoroughly. He went the extra mile in gathering additional information.

Shaun was flexible and we were able to make a time that suited each of us.

We felt that Shaun had our best interests at heart in all of his work.

We had a great outcome! Shaun also followed up with us to check that everything was running smoothly.

My wife and I highly recommend Shaun Liddicoat from Cloud Financial Planning. We know you can trust him like we do!

We have dealt with Shaun for many years and been confident our finances were well planned for the early retirement we are now sharing. We highly recommend his services.

My husband and I have been with Shaun for over 8 years.
Shaun's professionalism, advice and regular communication is always greatly appreciated. He is a genuine and trustworthy advisor that I wouldn't hesitate in recommending.

CFP are very professional with their tailored financial advice and management. They have been extremely helpful to my wife and myself with our retirement planning. Their Manager, Shaun is knowledgeable and caring, attending to all our personal needs. We have been with Cloud for ten years and are pleased that our SMF investments have remained safe and strong.

Marion and myself have found Cloud Financial Planning very efficient and helpful. They are always very understanding and explain in detail any query we may have. We are more than happy to allow Cloud Financial Planning to handle our Finances. Terry Kosseck.

I have been with Shaun for 4 years now, I feel that I can trust his recommendations. I appreciate his unassuming manner and that he respects my ethical choices.
He knows his stuff.

Very helpful and no pressure. I am confident of his knowledge and appreciate his quick response to my requests for help. Clear explanation s to my questions.