At Fluid Financial Planning we believe that sound, ongoing financial advice is the most important service we can provide for our clients.

Ongoing financial advice is an essential service to ensure you stay on track and meet the financial and investment goals that you have set.

Our ongoing advice service can be delivered quarterly, biannually or annually.

By enlisting our ongoing advice service, our financial services will be placed on a retainer so that you have access to your financial adviser at all times during business hours.

We will also endeavor to provide you with our views on important economic and market movements as they occur via email.

Additionally, we will conduct an annual review of the service to make any adjustments necessary, and to also ensure you are happy to continue on with the service.

Our ongoing advice service can be delivered quarterly, biannually or annually.

Financial advice
Investment goals
Economic movements
Annual review

Our ongoing advice process: