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

What We Do

1. Developing your life plan and goal setting
Planning is important because if you don't know where you're going, you'll probably end up somewhere you never intended. People who set goals usually succeed because they know where they are going and how they are going to get there. We work closely with you to identify what you hope to achieve in the future.

2. Strategic Advice
Leading on from the development and planning for goal accomplishment is the area of strategic planning. Strategic planning involves the development of financial strategies to help maximise your wealth in the following ways:

  • Ensure you have sufficient cash reserves
  • Reduce the amount of tax you pay
  • Maximise your social security benefits
  • Repay your loans faster
  • Increase your savings capacity
  • Reduce your costs

3. Private Investment Consulting
Investment planning involves the development of an investment portfolio personalised to your tolerance for risk and future goals. We believe that one of the best ways to grow your wealth is to make sure you do not take any unnecessary investment risks. When we build and review your investment portfolio, we base our recommendations on 7 key investment beliefs, which are fundamental to the way we operate our business.

4. Wealth protection & succession planning
Protecting your wealth is important as we are all susceptible to the dangers life throws at us. Being adequately insured will assist with the preservation of your wealth and the prevention of financial hardship.

The passing on of wealth is also important in any plan. A well prepared succession plan will ensure the right assets, pass to the right person at the right time.


Why?
Cloud Financial Planning