At Fluid Financial Planning we’ve found that some of our clients know the services and products they are looking for, while others are looking for direction.

It’s our job at Fluid Financial Planning to help you with any of your needs – be it one simple request or the need to look at your entire financial situation. In all cases we will help fill any gaps in your financial situation, provide you with financial education, and help you make sound investment decisions.

Pieces together
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Pieces together

Clients we help
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Clients we help

Financial growth
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Financial growth

Following are a few general scenarios where Fluid Financial Planning can help clients make the right financial decisions:

  • You may be too busy juggling your work and family life to dedicate enough time to looking after your finances. You’re looking for expert and professional help from Fluid Financial Planning to get everything under control.
  • You may have minimal investment experience and are looking to Fluid Financial Planning to provide you with financial education and a guiding hand.
  • As the trustee(s) of a Self-Managed Super Fund (SMSF) you would like help designing a compliant investment strategy and/or managing investments on an ongoing basis. You may want to do the actual investing yourself or you may want to have Fluid Financial Planning manage this on your behalf. In either case, we can help.
  • You’re looking for help to invest a lump sum of money, such as an inheritance, proceeds from the sale of an investment property, or from a bonus payment.
  • You may be approaching retirement or you’re in retirement and need help with your super and pension from super.
  • You are not sure you have the right level and mix of life insurance and income protection.