Expert financial advisors in Sydney
We boil your financial situation down to bottom-line facts so you can make “yes” or “no” investment decisions that we’ll implement for you, securing your retirement lifestyle.
“Professional, detailed, and personable.”
— Tania S., Surry Hills
Our mission
We started providing professional financial advice in Sydney because we saw how often people made simple mistakes that led to a giant mess down the track.
Instead of kicking back and enjoying their golden years, many hard-working Australians experience constant anxiety during retirement.
Questions like, “Will my money last as long as I do?” stop them from properly enjoying their dream lifestyle (even if they do have enough money to support it).
With a little clarity, and with a guaranteed or protected investment strategy that’s tailored to you, you can approach retirement with confidence — and comfortably stay retired.
Our mission is to give you that clarity and confidence. It’s to stand firmly in your corner, supporting you and your family in this potentially stressful — yet also wonderful! — chapter of your lives.
Our Ten Fundamentals
Central to everything we do, not just investing, are our Ten Fundamentals of Timeless Investing:
- Let the markets work
- Invest, don’t speculate
- Take a long-term approach
- Consider the drivers of returns
- Practise smart diversification
- Avoid market timing
- Manage emotions
- Look beyond the headlines
- Keep costs low
- Focus on what we can control
The Numeric team: Financial advisers in Sydney with a personal touch
Lead financial adviser and founder: Theodore Mallos
B Econ (Macq), G Dip FinPlanning (Finsia), M FinPlan (RMIT), AFPA (Aged Care)
Lead financial adviser and founder of Numeric Wealth, Theodore Mallos has been empowering Australians with financial advice out of Sydney for over 25 years.
His superpower is his cool, calm, and collected approach to investing (and decision-making in general).
While Theo understands that the best decisions are made with emotions taken out of the equation, he also knows that financial decisions are often life decisions: they’re personal and sensitive.
That’s why he pays such close attention to his clients’ challenges and goals, supporting not only them but also their families. This personal, family-oriented approach has unfortunately become quite rare in the financial advice industry.
Overall, Theo will stand with you through thick and thin, helping you preserve and grow your wealth and confidently embrace the retirement lifestyle you deserve.
Our concierge team
Supporting Theo is the stellar Numeric Wealth Concierge team. More than admin staff, they’re the backbone of our seamless client experience, streamlining paperwork and handling your requests with friendly efficiency.
Licensing
Numeric Wealth is fully authorised to provide financial advice through the Australian Financial Services Licensee Synchron, which is a part of WT Financial group - one of Australia's largest financial advice groups To learn more, see our Financial Services Guide.
Not sure where to begin?
If you aren’t sure where to begin with our financial advice in Sydney, we ask for just 30 seconds of your time to answer 5 to 6 questions. We’ll then reach out within 2 business days for a free Clarity Call so we can understand your situation and goals.
