Welcome to Fluid Financial Planning

Financial advice to help you manage, grow and protect your wealth.
Schedule a Call

Welcome to Fluid Financial Planning

Financial advice to help you manage, grow and protect your wealth.
Schedule a Call

Stress Less. Take Control. Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future. It’s leaving a legacy for the next generation. At Fluid Financial Planning we help you get control of your money so you can live life on your terms.

Our Mission and Approach

  • Provide our clients with unique and high quality advice solutions.
  • Always place our clients’ interests before those of our own or any institution.
  • Focus on building long-term relationships with our clients by providing a genuine personalised service.
  • Provide ongoing education and support to our clients.
  • Keep our clients informed when investment markets become volatile and rules and regulations change.

How can we help?

We provide financial advice to help you manage, grow and protect your wealth.

  • Get started and set your family up for success
  • Build wealth and pursue your goals
  • Prepare for retirement and beyond
  • Make the most of retirement

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Prepare for tomorrow, make the most of today.

Insights

Market movements and review video – November 2024

Market movements and review video – November 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…
Harnessing the double edge sword of tech

Harnessing the double edge sword of tech

In our fast-paced digital world, technology often feels like a double-edged sword. On one hand, it offers incredible opportunities for…
Unlocking success: lessons from the world’s best investors

Unlocking success: lessons from the world’s best investors

While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as…
The Age Pension and your retirement plans

The Age Pension and your retirement plans

Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation…
Insuring against loss of income

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners…
Clean out the cobwebs and freshen up your professional and personal life

Clean out the cobwebs and freshen up your professional and personal life

As the seasons change and the air fills with the promise of renewal, it’s the perfect time to have a…
Read more

Kind words from our clients

My wife Jenny and I have been working with Peter for over 2 years to help us improve our financial position. After being subject for many years to the “advice” provided from one of the large institutions, it was a very positive and welcome change (and relief) to find in Peter someone who you actually feel is working in your interests, not just his own.
Samantha DoeCEO, Test Corp
Peter Small, has acted as my financial advisor for three years. He has given me sound financial advice. Nothing has been too much trouble for him and he has always answered my calls promptly, Peter has always been willing to go out of his way to help me. He has put time and effort into helping me start up my own business. I am most grateful for this and would happily recommend him as a financial advisor.
Julie Phillips Bondi Junction
Peter has been fundamental in building a personalized and flexible financial plan for myself focused on wealth creation and financial independence. He operates with the highest level of integrity, keeps up to date with domestic & global financial matters and is only ever a call or email away. Without hesitation, I would sincerely recommend Peter as a service oriented and professional financial advisor. Kimberly Teo, 24, Management Consultant.
Kim Teo Melbourne, VIC

 

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Fluid Financial Planning Pty Ltd ABN 23 002 336 254 trading as Fluid Financial Planning.  ABN: 85 140 515 680. Australian Financial Services Licence No.: 389518

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Call (02) 9922 4448

Level 8, 8 West Street,
North Sydney NSW 2060
info@fluidfinancialplanning.com.au

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Jane Brown

Head Accountant

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