Enjoy a lifestyle chosen by you, not by your bank: Retirement planning advice
Every day you delay means less control of your future.
Take a tangible step towards securing your retirement lifestyle by reserving a free Retirement Clarity Call now.
Free 20-minute expert consultation. Here to listen and understand, not sell.
Enjoy a lifestyle chosen by you, not by your bank: Retirement planning advice
Every day you delay means less control of your future.
Take a tangible step towards securing your retirement lifestyle by reserving a free Retirement Clarity. Call now.
Free 20-minute expert consultation. Here to listen and understand, not sell.
Are you 100% confident in your retirement plan?
Whether you’re planning to retire or have already hung up your hat, your financial situation is probably pretty complicated, especially if you have multiple investments to pay off and a family to take care of. For a secure retirement plan…
You need financial clarity
You’ve got better things to do than crunch numbers. You just want someone to give you the bottom-line facts of your financial situation so you can get all that paperwork off your desk.
You need financial confidence
All told, you’ve done alright financially; you shouldn’t need to stress. You just want to be certain your money is working for you, not against you — certain it won’t get in the way of your retirement plans.
You need to cut through the noise
There are a million ways to invest, but you aren’t 100% sure what’s best for your retirement goals. You want someone who understands your situation to optimise your retirement plan for you.
You need advice you can trust
Forget the fluff. You want total transparency — and proven, bang-for-your-buck solutions. You want jargon-free retirement planning advice from an expert you know, like, and trust.
Personalised retirement planning in Australia
We boil your financial situation down to bottom-line facts so you can make clear “yes” or “no” investment decisions that we’ll implement for you, securing your retirement plan and lifestyle.
We specialise in retirement advice and implementation for:
Investments (guaranteed and protected), superannuation, taxes, debt management, saving and budgeting, insurance, health costs, estate planning, and all things finance.
Retirement planning advice
Already retired? It’s never too late to square up your retirement plan and safeguard your future.
Pre-retirement planning advice
Get a head start on your retirement plan so you aren’t stuck at work while all your friends retire.
Aged care advice
Get your parents the care & support they deserve without sacrificing your retirement plan.
Personal financial protection
Protect your financial plans from the unpredictable with expert life insurance advice.
Private banking support
Leave the paperwork to us, quickly complete transactions, and focus on big decisions instead.
About us
We’re Numeric Wealth. Based in Sydney, our national team takes a cool, calm, and collected approach to retirement financial advice, sticking to our Ten Fundamentals of Timeless Investing in everything we do:
Lead financial adviser and founder of Numeric Wealth, Theodore Mallos has been empowering Australian families with retirement advice for more than 25 years.
Take a tangible step towards a retirement lifestyle chosen by you, not by the economy
If you want to secure your financial future, we ask for just 30 seconds of your time to answer 6 questions. We’ll then reach out within 2 business days for a free Retirement Clarity Call so we can understand your retirement goals.