Testimonials

BELOW YOU WILL FIND TESTIMONIALS FROM SOME OF 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.

Barry and Jenny Costin

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

I have now enjoyed working with Peter for over 7 years and have always found Peter to be honest, trustworthy and to genuinely take a real interest in my financial position and how to improve it. I’ve worked with Peter in 2 previous organisations and didn’t hesitate to move with him as one of his foundation clients at Fluid Financial Planning. I trust Peter to keep me well informed and to provide pro active and well informed advice on my financial portfolio. He does a great job of making complex financial concepts easy to understand and it makes me feel empowered to make decisions about my future. I have also referred Peter to my family and friends and I wouldn’t hesitate to recommend him to a new client.

Jodie Leonard
South Yarra, VIC

Dear Peter, I have greatly appreciated your help, you were consistently pro-active when it came to any request. You were always courteous and focused on not just good service but service with a smile, as well as a friendly and helpful approach to the work. There has never been a time when I did not get an almost immediate response to my enquiries with the attendant reports and statements produced and returned to me as promptly as possible

Ann Green
Rose Bay

We were first introduced to Peter Small over 2 and a 1/2 years ago when planning my retirement. My wife and I felt immediately at ease with Peter and were quickly impressed with his depth of knowledge and attention to detail in helping us plan for the future. He helped us set up our SMSF and continues to provide ongoing support for it, together with general financial planning & investment advice. We have always found Peter to be very proactive with his recommendations in all aspects of the wide-ranging services he provides to us. Our queries receive prompt and detailed responses, and we have always appreciated that Peter ‘goes the extra mile’ to ensure we have all the facts to make informed decisions. We have no hesitation in recommending Peter to anyone seeking a financial planner.

Ron & Margaret S
Glenhaven, NSW

From our first meeting, Peter established a welcoming, non-intimidating, non-judgemental rapport and always gave us explanations that made us think more widely about our financial situation. This way, we remained in charge of the planning process, making decisions collaboratively with Peter guiding us with his professional approach and knowledge. As a very positive and educational experience we would highly recommend engaging Peter Small as your financial planner.

Mr Craig Stewart &

Mr Anthony Brown
Petersham

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