Welcome to Fluid Financial Planning
Financial advice to help you manage, grow and protect your wealth.
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.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Insights
Coming to terms with stagflation
First, we had to brush up our understanding of inflation and what it means for our hip pocket and our…
Market movements & review video - August 2022
Stay up to date with what’s happened in Australian markets over the past month. Rising inflation and interest rates remained…
Guide to aged care at home
As we get older, most of us want to remain independent and in our own home for as long as…
Your investing style - as unique as you
As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about…
A Will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet…
A super window of opportunity
New rules that came into force on July 1 will create opportunities for older Australians to boost their retirement savings…
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