Will your money last as long as you do?
That’s the big question. Do you have enough money, or will inflation chew through your retirement savings, leaving you with too little to support your lifestyle, family, and health? As for going back to work, you could probably convince yourself you want to if you had to. But for lasting retirement…
You need financial clarity
You’ve got better things to do than crunch numbers. You just want someone to give you the bottom-line facts of your financial situation so you can get all that paperwork off your desk.
You need financial confidence
All told, you’ve done alright financially; you shouldn’t need to stress. You just want to be certain your money is working for you, not against you — certain it won’t get in the way of your retirement.
You need to cut through the noise
There are a million ways to invest, but you aren’t 100% sure what’s best for your retirement goals. You want someone who understands your situation to optimise your retirement plan for you.
You need advice you can trust
Forget the fluff. You want total transparency — and proven, bang-for-your-buck solutions. You want jargon-free retirement planning advice from an expert you know, like, and trust.
Personalised financial advice in Sydney
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 lifestyle.
We specialise in expert financial 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 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.
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 a tangible 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 6 questions. We’ll then reach out within 2 business days for a free Retirement Clarity Call so we can understand your retirement goals.