Welcome to our successful team of experienced staff dedicated to helping local family’s enjoy peace of mind, by delivering clarity & confidence to their financial future.
Our professional team is immensely proud that local families continue to choose us in safeguarding their hard earnt wealth across various lifestages. With our decades of industry experience supported by independent research, we offer a carefully chosen range of guaranteed & protected solutions that are proven to comfortably secure the financial goals our valued clients specifically want.
Based in Sydney's Eastern Suburbs with a growing list of convenient office locations to visit we also offer virtual meetings & premium outcall services to ensure valuable interactions, whether online or in-person.
If you're looking for an experienced financial team with a distinguished personal service touch to preserve or improve your financial future, we are ready to achieve your personal goals together - get in touch today to schedule a complimentary initial consultation with an expert.
The Numeric Wealth Concierge team are the stars of our next-level client experience, they make life refreshingly easy for our valued clients by streamlining paperwork and making regular administrative duties simple & easy based on selected communication preferences.
These friendly staff support the convenient implementation & ongoing maintenance of great financial advice with smooth operational assistance to ensure our valued clients are truly satisfied with our focus on delivering a polished personal service experience perfected through decades of success.
Get in touch today to schedule a complimentary initial private consultation with a seasoned expert
Financial Adviser, Numeric Wealth
B Econ (Macq), G Dip FinPlanning (Finsia), M FinPlan (RMIT), AFPA
With more than 25 years of executive service among top tier global financial firm’s, Theodore has a wealth of experience in providing customised solutions to modern family’s that have sensitive arrangements where personal decisions are not always based on crunching numbers.
As a licensed Australian financial adviser, he’s authorised to oversee all aspects of our valued clients’ financial affairs and takes a hands-on approach that devotes a great deal of personal attention to intimately understanding the specific financial outcomes clients want.
He passionately undertakes rigorous independent research & professional analyses to offer a proven range of strategy’s & products that empower our high net worth clients to comfortably make informed decisions about their financial options, so they can comfortably meet a range of unique personal needs over time.
His always available to provide seasoned guidance, so If you're looking for an experienced adviser with a distinguished personal service touch to preserve or grow your wealth - get in touch today for a complimentary initial private consultation with our financial expert Theodore.
We have prudently selected to partner with an experienced Australian Financial Services Licensee that allows us the freedom to match an extensive range of appropriate strategies, services & products to the changing needs of our valued clients.
Since 1989 Synchron has grown to be one of Australia's largest financial advice groups with hundreds of representatives Australia-wide it is now a significant part of WT Financial Group.
WT Financial Group has established its commitment to customer protection around Australia through high quality standards across the very largest of financial adviser networks in the country – they have a stable network of more than 400 advice practices collectively servicing more than 100,000 clients nation-wide which significantly contributes to the stability and integrity of our financial system.
We have the experience to know that our valued clients truly benefit greatly when professionals collaborate together for them, so we work closely with a broad range of chosen affiliated local professionals, including:
Where our valued clients will benefit from professional specialist support, we are happy to match them with the right expert.
To see who we can connect you with - get in touch today for a complimentary initial private consultation with our financial expert Theodore.
If you’re an experienced industry specialist with a reputation for honesty & reliability that would like to explore working closer with our professional team - please email us directly
Get in touch with our office todayGET IN TOUCH
“Takes the time to explain things in a language that even we can understand”
Basil & Georgia, Randwick
“Theodore is efficient, courteous and always punctual. I appreciate how mindful he is of my specific needs and how determined his office is to constantly get the result in my favour”
“Ring Theodore for a consultation to get honest investment advice”
Edna, Murrumba Downs
“We really appreciate Theodore’s expertise and guidance, our investment balances have really taken off since becoming clients”
Maria & George, Mascot
“We’ve had our Super with Theodore for many years and have been very happy with how it has grown. Theodore’s fees are reasonable and service is exceptional – he is always contactable and patient with all queries by either of us."
Franco & Carla, Hawkesbury City
Maureen & Ron, Illawong
“Theodore provides a long term relationship built on trust, professionalism and a deep understanding of my family’s needs.”
“Theodore is easy to talk to, very knowledgeable and explains things well in normal terms”
“Great customer service! Theodore designed advice tailored for our specific requirements.”
Michael & Gina, Warwick Farm
“Theodore is professional, understanding and very responsive to our family’s needs”
“Theodore is very helpful in explaining details and offering financial advice”
“Theodore is friendly and a real pleasure to deal with. He is a complete professional and I would definitely recommend him to anyone seeking to seriously grow their wealth.”
“More than someone going through the motions, Theodore takes the time to regularly shine a light across my entire situation and provide professional advice in areas that I often overlook.”
Tania, Coogee Beach
"Plenty as good, none better"
Ron, Port Macquarie
"Theodore & his helpful team deliver the classic 5 star service all the way through for our family! We are very grateful"
Bernie & Edith - Toukley
"He always offers our family meaningful solutions, that dollars can't buy!"
Mr Zorbas - The Entrance
"Consistent genuine service "
Andrew & Jaclyn, Belmont
"Theo is passionate about helping our family, his team is very motivated to consistently get things done & has a strong CAN DO attitude"
Warren & Beverley, Catherine Hill Bay
"Our team does it all for us, so we can just focus on whats important day to day - heaps good"
Terry & Samantha, Terrigal
"Theo helps us focus our time & energy on the stuff that really matters."
Jackson & Tonia, Caves Beach
"Theo taught us how to own our family’s future with fewer boundaries"
Todd & Bianca, Lake Munmorah
"He always reminds us of important professional "grown up" stuff that we sometimes overlook"
Daniel & Amanda, Summerland Point
"He wants us to do well, he’s always offering our family more time than I think we are worth. We really appreciate the help."
Brian & Antonia, Lake Macquarie
“Professional, to the point and easy to understand explanations. Theo removes the complexity from the minefield that is financial planning.”
"I am very grateful for all the help your team has given me, I had no idea that you could help us save so much in tax and get so clear about our complex situation
Aaron, Surry Hills
"Took a lot of worry off my mind! You were extremely good at helping me simplify my situation and helping me understand my options"
"These guys make our life super easy because they have embraced technology to get rid of the time wasting stuff. Our family is pleased to highly recommend Theo and the numeric Wealth team"
"Theodore is a very honest person who has earned a lot of respect from our family over the years"
Tom & Carolyn, Maroubra
"Theodore is patient and has a deep understanding of our familyʼs specific needs & preferences"
Anthony & Belinda, Bronte
"Professional, organised and personable."
“Everything was done in a timely fashion. The Numeric Wealth team are very professional and accountable.”
George & Liz, Parramatta
"Thanks to the spending and financial habits you have instilled in us, our family’s dreams have become possible
- Thank you Theo :)"
Duncan & Cristina, Mascot
"Theodore is an astute local professional supported by his experienced team that have continued to secure great results for my family, I would easily recommend him to people that have special arrangements like us."
"Approachable and helpful, A great financial adviser"
Stavros & Sylvia, Earlwood
“High level of knowledge within the industry. Care about client needs, Fantastic advice.”
Ron & Maureen - Illawong
“Great financial advisor. Friendly and helpful office staff.”
Edna - North Lakes
“Professional. great customer service and knowledgeable.”
George & Elizabeth - Parramatta
"Theo is a straight shooter who is knowledgeable on financial subject matter."
Denis & Jesica - Sydney City
"You have helped to clear my financial fog"
Karen, Bondi Beach
"Thank you for your 5 star rating Rami. We really appreciate it!"
"Helped us review our family’s current position and offered us sensible advice to set about achieving our goals!"
Advice Compliance Support
"Sitting down with Theo and sorting out our Household Budget & Income Protection concerns was the best thing we ever did. Thanks for your patience!"
"Theodore and his team have helped our family feel clear and confident about our financial situation."
"Professional, reliable and proven results. Only one year in and I couldn't be happier with Theodore and his team."
"Numeric Wealth provided us with exceptional support and service. Great team who are efficient, professional, and reliable. Thank you Theodore & team."
"Thank you Theo in helping us with all of our financial needs, future planning and also the little nest egg for our daughter. Your attention to detail throughout these processes has been amazing."
Chas & Annabel
"Professional, detailed and personable. Theo's ability to help me understand the bigger picture, providing financial advice that makes me feel confident in my financial future gives me the peace of mind I need – especially during life's ups and downs."
"Theo and team provide a reliable service that I can trust by working at a pace that suits me so I don't feel rushed with important decisions, and takes me through the pros and cons so that I am comfortable with whatever is decided."
"I have been working with Theo a couple of years now and have always found Theo to be of a high quality adviser, who cares about his clients."
"I feel that if you were want to review your personal financial stances and wanted to speak with a knowledgeable adviser, you would be hard pressed to go past Theo."