Fluid Financial Planning Pty Ltd 8 West Street, North Sydney, New South Wales 2060
About the Business
Welcome to Fluid Financial Planning Pty Ltd, located on West Street in North Sydney, Australia. As a trusted institution specializing in accounting, establishment, finance, and a point of interest, we understand that financial planning is about more than just money.
At Fluid Financial Planning, we believe that financial planning is about living your life freely, without worrying about your finances. It's about having confidence and excitement about your future and leaving a legacy for the next generation. Our goal is to help you gain control of your money so that you can live life on your terms.
We provide comprehensive financial advice to help you manage, grow, and protect your wealth. Our team of experienced professionals will work with you to develop tailored step-by-step financial strategies and help you make informed decisions about your money. Whether you are planning for retirement, purchasing a home, or starting a business, we are here to guide you every step of the way.
Fluid Financial Planning Pty Ltd, with ABN 23 002 336 254, operates under the trading name of Fluid Financial Planning. We are proud to hold an Australian Financial Services Licence No.: 389518, ensuring that we meet the highest standards of professionalism and compliance.
Please note that the information provided on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. It is important to carefully consider your own financial situation and needs before making any decisions based on the information provided.
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Contact Fluid Financial Planning today to take control of your financial future and start living life on your terms.
Photos
Location & Phone number
8 West Street, North Sydney, New South Wales 2060, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was put in contact with Peter Small of Fluid Financial Services by a friend after little progress had been made with my enquires with numerous superannuation/financial advisors Peter was forthcoming with sound advice and information and was able to lay out options clearly without unnecessary complications and was always readily available when help was needed especially in dealing with the more complex issues that arise with the various superannuation/financial institutions. I highly recommend Peter to anyone in need of advice and guidance with superannuation/financial planning George Cockburn: Pharmacy Liaison Officer."
"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. We have always found Peter to be very considered in his advice and willing to invest plenty of his time to ensure you are fully informed and understand the implications and opportunities around a particular investment decision. He is always available for a call and I can honestly say that we feel we probably get a lot more out of our relationship than he does. If you are looking for an honest and open financial advisor then Peter and Fluid Financial Planning would be a good place to start. Barry and Jenny C. Leichhardt"
"We were first introduced to Peter Small about 3 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. We have no hesitation in recommending Peter to anyone seeking a financial planner. Ron & Margaret S. NSW"
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