Aged care financial advice: Support your parents without sacrificing your retirement lifestyle

Every day you delay means less comfort for them (and you).

Find out how to protect your parents and lifestyle by reserving a free Aged Care Clarity call.

Free 30-minute expert consultation. Here to listen and understand, not sell.

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John Paul B., Maroubra

"They make even the most complex
scenarios clear and easy to understand."

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John Paul B., Maroubra

"They make even the most complex
scenarios clear and easy to understand."

They’re your parents — they deserve the best

… but you’re retired (or close to retiring) and you want to enjoy your life as well.

You need them to feel comfortable

No family is perfect, but they were there for you when you couldn’t live without them. It’s your responsibility to make sure they’re as comfortable as possible in their twilight years.

You need to understand your options

Aged care can be incredibly expensive (in the millions). Paying for it might mean selling family assets or spending your savings. You need to know your options, and the best way forward.

You need aged care advice you trust

Figuring out how you’ll fund aged care creates tension among family members (in ways you wouldn’t expect). A neutral third party saves stress and, often, entire relationships. Way less paperwork, too.

You need to protect your own family

You’ll give up a lot to make sure your parents are safe and comfortable. But you don’t want to (and don’t have to) give up everything. You’ve got your own family and happiness to protect.

Personalised aged care financial advice in Australia

We boil your aged care financing options down to bottom-line facts so your family can make informed, blame-free decisions, preserving your lifestyle and relationships, while ensuring your parents receive the care and support they need.

We’re a neutral, professional third-party specialising in aged care financial advice to do with:

Financing aged care bonds, ongoing payments, preserving estates, navigating familial friction, and more.

  • Get your parents the care and support they deserve
  • Tailor your aged care funding plan
  • Avoid familial tension and blame
  • Protect your retirement lifestyle
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Personalised service

We listen to understand, and stick with you and your family through the years. You'll have one point of contact, not 12

Numeric Wealth Management
numericwealth.com.au
Theodore Mallos, AFP

In-person support

Available at our Sydney office, web-conference or we can visit your home to meet your family and discuss your financial needs face-to-face.

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Complete confidentiality

You can relax knowing anything you share with us is strictly confidential and secured with world-class encryption.

About us

We’re Numeric Wealth. Working out of Woollahra, Sydney, we take a cool, calm, and collected approach to aged care financial advice, standing by your side through every stage of this challenge as a friendly but neutral third party. We’re here to preserve your lifestyle and family while ensuring your parents receive the best care possible.

Lead financial adviser and founder of Numeric Wealth, Theodore Mallos has been protecting Australian families with aged care financial advice for more than 25 years.

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Mature,Couple,Connected,On,Internet,With,Laptop

Find out how to support your parents without giving up your retirement lifestyle

If you want to make sure your parents get the care they deserve without sacrificing your lifestyle, 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 Aged Care Clarity Call so we can understand your situation and goals.

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Tania S.,
Surry Hills

"Professional, detailed, and personable."

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