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.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Insights

Coming to terms with stagflation

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

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

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

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

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

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…
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

Suite 301, Level 3, 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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