Stress Less. Take Control. Plan Ahead.
At Fluid Financial Planning, our mission is to provide our clients with unique and high-quality advice solutions, placing their interests before our own or any institution. We focus on building long-term relationships with our clients by providing a genuine, personalized service. Our goal is to help you manage, grow, and protect your wealth, so you can live life on your terms.
Our Approach
We believe that a financial plan is about more than just money. It's about having the confidence and freedom to live life without worrying about your finances. It's about leaving a legacy for the next generation. Our approach is centered around providing ongoing education and support to our clients, keeping them informed when investment markets become volatile and rules and regulations change.
Our Services
We offer a range of financial services designed to help you achieve your goals. Our services include:
- Superannuation: We help you make the most of your superannuation, ensuring you're on track to achieve your retirement goals.
- Insurance: We provide expert guidance on insurance options to protect your wealth and loved ones.
- Debt Management: Our experienced advisors help you develop a plan to manage your debt and achieve financial freedom.
- Retirement Planning: We help you prepare for retirement and beyond, ensuring you have the financial security to enjoy your golden years.
- Estate Planning: Our experts guide you through the process of creating a tailored estate plan, ensuring your wishes are respected and your loved ones are protected.
Testimonials
Don't just take our word for it. Our clients have seen the value in our personalized approach to financial planning. Here's what they have to say:
"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 Doe, CEO, 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."
"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."
"Kimberly Teo, Management Consultant, Melbourne, VIC"
Insights
Stay up-to-date with our latest financial insights, news, and articles. We provide expert analysis and commentary on the latest market trends, economic changes, and financial regulations.
Author Reviews Summary
Peter Small of Fluid Financial Planning has received two positive reviews from clients Barry Costin and George Cockburn, both rating him 5 stars.
Barry Costin's Review
Barry and his wife Jenny have been working with Peter for over two years to improve their financial position. They found Peter's advice to be very considered and he was always willing to invest time to ensure they were fully informed and understood the implications and opportunities around investment decisions. Peter was always available for a call and made them feel like he was working in their interests, not just his own.
George Cockburn's Review
George was introduced to Peter by a friend after having little progress with other superannuation/financial advisors. Peter provided sound advice and information, laying out options clearly without unnecessary complications. He was always readily available, especially when dealing with complex issues with various superannuation/financial institutions. George highly recommends Peter to anyone in need of advice and guidance with superannuation/financial planning.
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