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

Surviving the silly season

Surviving the silly season

Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Gifting for future generations

Gifting for future generations

At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Market movements and review video – December 2024

Market movements and review video – December 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…
Estate planning gives you a final say

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…
Super vs property: what works for retirement income?

Super vs property: what works for retirement income?

There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…
Flying solo: tips for successful buying

Flying solo: tips for successful buying

For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…
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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