Enjoy a lifestyle chosen by you, not by your bank: Retirement Financial Advice

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.

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Tania S., Surry Hills

"Theo makes me feel confident in my financial future and gives me the peace of mind I need."

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Damian B., Coogee

“Theo and his team worked tirelessly to help us organise our affairs and plan for our future.”

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.

  • Enjoy financial clarity and confidence
  • Comfortably retire or stay retired
  • Take full control of your lifestyle
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GUARANTEED & PROTECTED OPTIONS

We offer a range of guaranteed and protected investment options that are tailored to meet your expectations and preferences.

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REVIEWED & UPDATED

We review your financial situation and investments regularly to ensure your retirement strategy remains appropriate.

Corporate man on phone

At your convenience

You decide how you want to communicate and how involved you want to be (you might enjoy some parts of investing!).

85918

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.

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

GUARANTEED & PROTECTED OPTIONS

We offer a range of guaranteed and protected investment options that are tailored to meet your expectations and preferences.

2150970216

REVIEWED & UPDATED

We review your financial situation and investments regularly to ensure your retirement strategy remains appropriate.

Corporate man on phone

At your convenience

You decide how you want to communicate and how involved you want to be (you might enjoy some parts of investing!).

85918

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.

117

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:

  • Let financial 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

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

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

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.

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Tania S., Surry Hills

"Professional, detailed, and personable."

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