I run Fluid Financial Planning so my clients deal with the person responsible for the business. At Fluid Financial Planning we offer personalised investment, super and insurance solutions. We place your interests first & have our own financial planning licence.
Peter’s sage advice has helped us successfully navigate through: 1. important business decisions; 2. property purchases; 3. self managed super and insurances; 4. establishing a share portfolio with targeted growth (including the COVID period); and 5. very ambitious early retirement plans and financial modelling. All of which is well on track. I also trusted Peter to help with my parents transition to retirement. I always feel Peter tells me what I need to know, not what I want to hear. Peter’s guidance and advice has been a big part of our success over many years and I have no hesitation recommending Peter to anyone.
Peter has been helpful explaining how my super and investments work. He has been reassuring that my money is invested in the best possible way. I feel confident that he follows trends, politics and is always available. I'd recommend him to someone who needs a professional financial adviser with that extra that we all look forward when we place our money in someone else's hands.
Peter has given me advice in areas including self managed super funds . Peter always explains things to me in a clear way. Peter always gives full care and attention when I need it.
Open & honest in dealings whilst being fair with fees
Peter has helped my wife and me with several different aspects of financial advice over the past 18 months. This has included consolidating and strategic Superannuation investment, personal life and income insurance, business decisions and the mortgage for our first family home. At all times we have felt Peter has had our best interests at the centre of his decision making process when giving us advice. Such is the confidence I have in Peter, I have recently asked him to assist my father with his pending retirement in mid-2105. I have no hesitation recommending Peter to anyone seeking financial advice and would be happy to be contacted to discuss further. Craig Barry.
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 2002
- Years of experience 21
- Certified Practicing Accountant (CPA)
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
Fluid Financial Planning Pty LtdLevel 8, 8 West St
North Sydney, NSW 2060
- 9:00am – 6:00pm Monday – Friday
Fluid Financial Planning Pty Ltd