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

Smart moves before the financial year ends

Smart moves before the financial year ends

The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and…
The benefits of automating your personal finances

The benefits of automating your personal finances

In today’s fast-paced world, where every minute counts, managing personal finances can feel like another tedious task. However, thanks to…
How the $3m super tax may affect you (and what to do next)

How the $3m super tax may affect you (and what to do next)

As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known…
Big changes ahead for Aged Care

Big changes ahead for Aged Care

The number of Australians aged over 65 is expected to more than double in the next 40 years while the…
5 steps towards a financially fit retirement

5 steps towards a financially fit retirement

If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the…
Forging new bonds – how bonds work

Forging new bonds – how bonds work

Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the…
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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