Who we are & what we do

Fluid Financial Planning Pty Ltd (‘Fluid’) is a a niche boutique financial planning company. We recommend products and services to you based on their strengths and merits.
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OUR MISSION & APPROACH

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CORE GOALS

  • 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.

CONTACT INFO

Address:

Suite 301, Level 3 , 8 West Street North Sydney NSW 2060

Phone number:

02 9922 4448

Watch our video presentation About Us:

Founder

Peter Small
Peter Small is the founder and principal of Fluid Financial Planning Pty Ltd.
Peter is a specialist in finance and financial planning solutions. His professional career spans a number of large and small organisations and over this period Peter has been fortunate enough to build a broad and unique skill set, covering all areas of investment, taxation, and banking and finance. Peter is a member of the Financial Planning Association. Peter has completed the Certified Practicing Accounting qualification (but is no longer an ongoing member of CPA Australia), a Graduate Diploma in Applied Finance & Investment and Bachelor of Commerce (Major in Accounting). Peter is a CERTIFIED FINANCIAL PLANNER® professional.
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  • 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.
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    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

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    Kim Teo
    Melbourne, VIC
  • 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.
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    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.
  • 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.
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    Julie Phillips
    Bondi Junction