Enjoy a lifestyle chosen by you, not by your bank: Pre-retirement financial planning
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 30-minute expert consultation. Here to listen and understand, not sell.
You want to stay ahead of the curve by making smart pre-retirement decisions
… not leave it to the last minute and watch all your friends retire while you’re stuck at work, right? You still have 5 to 10 years to go, but you know the pre-retirement financial planning you do now will spell the difference between a comfortable retirement and constant anxiety. For a secure plan…
You need financial clarity
You’re still too busy rounding off your career to crunch numbers. You just want someone to give you the bottom-line facts of your financial situation so you can make informed (and impactful) decisions.
You need financial confidence
All told, you’re doing alright financially; you shouldn’t have to stress. You just want to be certain your money is putting in work — setting you up to retire, comfortably, when you want to.
You need to cut through the noise
There are a million ways to invest, but you don’t have the time to figure out what’s best for you. You want someone who truly understands your goals to optimise your pre-retirement portfolio for you.
You need advice you can trust
Forget the fluff. You want total transparency — and bang-for-your-buck solutions. You want proven pre-retirement financial 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.
GUARANTEED & PROTECTED OPTIONS
We offer a range of guaranteed and protected investment options that are tailored to meet your expectations and preferences.
REVIEWED & UPDATED
We review your financial situation and investments regularly to ensure your retirement strategy remains appropriate.
At your convenience
You decide how you want to communicate and how involved you want to be (you might enjoy some parts of investing!).
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
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.
Complete confidentiality
You can relax knowing anything you share with us is strictly confidential and secured with world-class encryption.
GUARANTEED & PROTECTED
We offer a range of guaranteed and protected investment options that are tailored to meet your expectations and preferences.
REVIEWED & UPDATED
We review your investments and financial situation regularly to ensure your retirement strategy remains appropriate.
At your convenience
You decide how you want to communicate and how involved you want to be (you might enjoy some parts of investing!).
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
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.
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. 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 the next 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 5 to 6 questions. We’ll then reach out within 2 business days for a free Retirement Clarity Call so we can understand your retirement goals.