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
Preparing for the next chapter
Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story,…
How to manage rising interest rates
Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But…
A super end to the financial year
As the end of the financial year approaches, now is a good time to check your super and see what…
Market movements & review video - June 2022
Stay up to date with what’s happened in Australian markets over the past month. Cost of living pressures, inflation…
Salary sacrifice to cut tax and boost your super
This time of year, people’s thoughts start turning to their tax return, but it can also be a good time…
Sowing the seeds of succession
Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced…
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