Financial Planner Geelong

Financial Planner Geelong

Here are the ten most common problems we hear from our clients:

  • No real plan for your money and future
  • You earn good money but not making the most of it
  • Drowning in debt
  • Don’t have a back-up plan
  • Dreaming of a better lifestyle
  • Living week to week
  • Cost of your kid’s education
  • Confused by all the noise and opinions
  • Worried about retirement and will you have enough
  • No wills or legacy plan

Here are the ten most common problems we hear from our clients:

  • No real plan for your money and future
  • You earn good money but not making the most of it
  • Drowning in debt
  • Don’t have a back-up plan
  • Dreaming of a better lifestyle
  • Living week to week
  • Cost of your kid’s education
  • Confused by all the noise and opinions
  • Worried about retirement and will you have enough
  • No wills or legacy plan

Where do you need help with your finances?

Your financial health

Life events and goals

Financial freedom

We can help you to live for today and build for tomorrow.


Shaun Liddicoat, Principal Advisor, gives you professional advice on how you should invest your money.


The more information and knowledge you have, the better off you'll be in the long run.


Cloud Financial Planning is a top-rated financial planner in Geelong.

Apply now to work with Shaun Liddicoat Apply now to work with Shaun Liddicoat

Our Services

Shaun Liddicoat (BFin. BSc.) can help you with

Planning for your retirement (and retiring early)

Wealth creation

advice

Protecting your

wealth

Planning for your retirement (and retiring early)

Wealth creation

advice

Protecting your

wealth

Growing your

investments

Building your

financial plan

Personal Superannuation

Advice

Growing your

investments

Building your

financial plan

Personal Superannuation

Advice

Regular Investment

News and Updates

Regular Investment

News and Updates

Our Approach

  • We meet for an informal meeting
  • We discuss your goals
  • You get a customised plan to retire early


We’re a professional financial services group that works with our clients to help take control of their futures.


We are not owned by any financial institution. This means we can give our clients the advice they need.


And although our focus is always on the future, we understand that our clients need to enjoy their lifestyle today.

Apply now

Our Approach

  • We meet for an informal meeting
  • We discuss your goals
  • You get a customised plan to retire early


We’re a professional financial services group that works with our clients to help take control of their futures.


We are not aligned to any particular financial institution and because of this, we can give our clients the advice they need.


And although our focus is always on the future, we understand that our clients need to enjoy their lifestyle today.

Apply now