Cloud Financial Planning - Highton, Victoria

{
"content": "

Cloud Financial Planning is a reputable financial services company located at Address: 1/2a Belle Vue Ave, Highton VIC 3216, Australia. They specialize in providing financial consultancy, investment services, and superannuation consultancy. The company has established a strong reputation for its excellent services and has received 43 reviews on Google My Business, boasting a 5/5 average rating.

For those in need of financial guidance, Cloud Financial Planning offers various services, including online appointments, on-site services, wheelchair-accessible facilities such as the entrance, toilet, and parking area, and appointment recommendations. These accessibility features make it convenient for individuals with different needs to access the company's services.

Specialties

• Financial consultant
• Investment company
• Investment service
• Superannuation consultant

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

To learn more about Cloud Financial Planning's services, visit their Website: cloudfp.com.au or contact them directly.

",
"summary": "Cloud Financial Planning is a well-reviewed financial services company offering financial consultancy, investment services, and more in Highton, VIC.",
"keywords": ["cloud financial planning", "financial consultant", "investment company", "investment service", "superannuation consultant"],
"word_count": 960,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}

{
"content": "

Cloud Financial Planning is a reputable financial services company located at Address: 1/2a Belle Vue Ave, Highton VIC 3216, Australia. They specialize in providing financial consultancy, investment services, and superannuation consultancy. The company has established a strong reputation for its excellent services and has received 43 reviews on Google My Business, boasting a 5/5 average rating.

For those in need of financial guidance, Cloud Financial Planning offers various services, including online appointments, on-site services, wheelchair-accessible facilities such as the entrance, toilet, and parking area, and appointment recommendations. These accessibility features make it convenient for individuals with different needs to access the company's services.

Specialties

• Financial consultant
• Investment company
• Investment service
• Superannuation consultant

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

To learn more about Cloud Financial Planning's services, visit their Website: cloudfp.com.au or contact them directly.

",
"summary": "Cloud Financial Planning is a well-reviewed financial services company offering financial consultancy, investment services, and more in Highton, VIC.",
"keywords": ["cloud financial planning", "financial consultant", "investment company", "investment service", "superannuation consultant"],
"word_count": 960,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}

👍 Reviews of Cloud Financial Planning

Secretary M.

5/5

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.

sue E.

5/5

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.

Lisa P.

5/5

Shaun Liddicoat has been our financial advisor for approx 7 years and we couldn’t be happier. Shaun is friendly, honest and absolutely reliable. He is mindful of appropriate risk levels and bases his recommendations on the factors of the individual circumstances and needs of the client.
Shaun is well considered and measured in his advice.
We are very grateful for the excellent service and advice provided by Shaun.

Colin L.

5/5

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

Peter K.

5/5

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.

greg I.

5/5

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 C.

5/5

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.

Carmela C.

5/5

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.