Both Cloud Financial Planning Pty Ltd ABN 32 206 837 858 & Shaun Liddicoat are Authorised Representatives of AVALONfs Pty Ltd AFSL 437518

Process

Cloud Financial Planning has a hassle free and seamless process. You have access to phone and email support to help you along the way if needed.

In this meeting we plan on getting to know you and understand your aspirations for the future.
In this meeting you will discover ways Cloud Financial Planning can add value to your current financial position. We will discuss potential strategies and investments which may be suited to you. You will also be provided with the estimated cost to receive financial advice in this meeting.
If you wish to proceed with the financial plan then we will require:

  • A signed copy of the Personal Questionnaire and disclaimers
  • A signed copy of the Terms of Engagement Letter
  • Signed Information Release forms
  • Your customised financial plan is prepared.

    Please note that this is not a computer generated document but a tailored financial plan to your unique financial position. The plan includes specific strategic and product recommendations along with detailed financial projections and analysis.
    A qualified financial adviser will be in contact with you for a one to two hour meeting to present the financial plan.
    Recommendations in the financial plan are implemented as per your request.
    You receive ongoing support from a qualified financial planner with no more to pay. Ongoing support includes:

  • Update of your goals and financial position
  • Review of your investment performance
  • Annual financial planning teleconference/meeting
  • Future Statements of Advice
  • Quarterly newsletters
  • Annual Federal Budget Update
  •  

    Why?
    Cloud Financial Planning