A financial plan is about more than just money. It's about freely living your life without worrying about your finances. It's confidence and excitement about your future. It's leaving a legacy for the next generation. At Fluid Financial Planning we help you get control of your money so you can live life on your terms.
Focus on building long-term relationships with our clients by providing a genuine personalised service. Keep our clients informed when investment markets become volatile and rules and regulations change. We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Focus on building long-term relationships with our clients by providing a genuine personalised service. Keep our clients informed when investment markets become volatile and rules and regulations change. We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Services
Superannuation
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At Fluid Financial Planning, we develop tailored step-by-step financial strategies and help you make informed decisions about your money. Superannuation, often called super, is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Not feeling yourself? You could be languishing
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Feeling a bit lacklustre as the days roll by? Hitting the snooze button more than usual? It's a feeling that can be difficult to put your finger on, but it has a name, languishing. Whether it's feeling exhausted and unmotivated, or restless and eager to do more, we can be off kilter from time to time.
Don’t take super cover for granted
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Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing. Most super funds offer life and total and permanent disability (TPD) insurance to fund members and, in some cases, income protection cover.
Market movements & review video - September 2021
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Our September update video takes you through key economic indicators, as August provided mixed economic news, with central banks, business and consumers remaining cautious. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.
Aged care payment options
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When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis. Factors such as location to family and friends, reputation for care or general appeal are just as important as the sometimes-high price of a room and other fees in residential aged care.
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