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.

Concierge Team

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


Advice Principal

Theodore Mallos

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.

  • Retirement Planning
  • Pre-Retirement Planning
  • Aged Care Advice
  • Investment Advice
  • Private Banking
  • Personal Financial Protection
  • Special Needs Advice
  • Self Managed Super Funds
  • Wealth Planning

Financial Services Guide


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:

  • Mortgage Brokers
  • Accountants
  • Bookkeepers
  • Lawyers
  • Insurance Brokers
  • Doctors
  • Aged Care support
  • Educators
  • Cashflow specialists

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 today

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