Cloud Financial Planning

About

Cloud Financial Planning helps locals across Geelong and surrounding suburbs take control of their finances and plan for a more comfortable retirement. The team is known for their straightforward, no-nonsense approach - there’s no pushy sales pitch, just practical advice tailored to your goals.

Clients often mention feeling genuinely listened to and supported, whether they’re getting ready to retire or simply want to make smarter investment decisions. With offices based in Highton and Essendon, Cloud Financial Planning offers a relaxed, friendly space to talk through your future with people who know the local area and understand what matters most to you.

What Cloud Financial Planning offers

• Personal financial planning consultations
• Retirement planning and strategy sessions
• Superannuation advice and management
• Investment planning and portfolio reviews
• Performance-based investment management

Why choose them

• Locally owned with offices in Highton (Geelong) and Essendon (Melbourne)
• Pay-on-performance fee structure—no adviser investment management fee unless performance targets are met
• Welcoming, informal meetings to discuss your goals
• Strong reputation for integrity and genuine client care
• Serves Geelong, Highton, Newtown, Belmont, Grovedale and surrounding areas

More financial advisory nearby

Contact

Phone

03 5215 0400

Address

15 Dawson St S, Ballarat Central VIC 3350

Website

cloudfp.com.au

Hours

• Monday8am – 8pm
• Tuesday8am – 8pm
• Wednesday8am – 8pm
• Thursday8am – 8pm
• Friday (today)8am – 8pm
• SaturdayClosed
• SundayClosed