Our privately owned and family-run financial advisory based in Sydney’s eastern suburbs helps you build and protect your family’s wealth and realise your financial dreams.
We take the time to listen to what’s important to your family and understand what you want from your finances. We use our insight and experience, along with hard financial data, to turn your values and ambitions into achievable financial goals.
Given the range of services we offer to meet your evolving family needs, our clients enjoy a lasting professional relationship as a member of our family and friends.
We are really happy to sit down with you and undertake a complimentary review of your financial affairs.
For a complimentary 40 minute consultation with an expert - BOOK NOW.
“Takes the time to explain things in a language that even we can understand”
Basil & Georgia, Randwick
“Theodore is efficient, courteous and always punctual. I appreciate how mindful he is of my specific needs and how determined his office is to constantly get the result in my favour”
“Ring Theodore for a consultation to get honest investment advice”
Edna, Murrumba Downs
“We really appreciate Theodore’s expertise and guidance, our investment balances have really taken off since becoming clients”
Maria & George, Mascot
“We’ve had our Super with Theodore for many years and have been very happy with how it has grown. Theodore’s fees are reasonable and service is exceptional – he is always contactable and patient with all queries by either of us."
Franco & Carla, Hawkesbury City
Maureen & Ron, Illawong
“Theodore provides a long term relationship built on trust, professionalism and a deep understanding of my family’s needs.”
“Theodore is easy to talk to, very knowledgeable and explains things well in normal terms”
“Great customer service! Theodore designed advice tailored for our specific requirements.”
Michael & Gina, Warwick Farm
“Theodore is professional, understanding and very responsive to our family’s needs”
“Theodore is very helpful in explaining details and offering financial advice”
“Theodore is friendly and a real pleasure to deal with. He is a complete professional and I would definitely recommend him to anyone seeking to seriously grow their wealth.”
“More than someone going through the motions, Theodore takes the time to regularly shine a light across my entire situation and provide professional advice in areas that I often overlook.”
Tania, Coogee Beach
"Plenty as good, none better"
Ron, Port Macquarie
"Theodore & his helpful team deliver the classic 5 star service all the way through for our family! We are very grateful"
Bernie & Edith - Toukley
"He always offers our family meaningful solutions, that dollars can't buy!"
Mr Zorbas - The Entrance
"Consistent genuine service "
Andrew & Jaclyn, Belmont
"Theo is passionate about helping our family, his team is very motivated to consistently get things done & has a strong CAN DO attitude"
Warren & Beverley, Catherine Hill Bay
"Our team does it all for us, so we can just focus on whats important day to day - heaps good"
Terry & Samantha, Terrigal
"Theo helps us focus our time & energy on the stuff that really matters."
Jackson & Tonia, Caves Beach
"Theo taught us how to own our family’s future with fewer boundaries"
Todd & Bianca, Lake Munmorah
"He always reminds us of important professional "grown up" stuff that we sometimes overlook"
Daniel & Amanda, Summerland Point
"He wants us to do well, he’s always offering our family more time than I think we are worth. We really appreciate the help."
Brian & Antonia, Lake Macquarie
“Professional, to the point and easy to understand explanations. Theo removes the complexity from the minefield that is financial planning.”
"I am very grateful for all the help your team has given me, I had no idea that you could help us save so much in tax and get so clear about our complex situation
Aaron, Surry Hills
"Took a lot of worry off my mind! You were extremely good at helping me simplify my situation and helping me understand my options"
"These guys make our life super easy because they have embraced technology to get rid of the time wasting stuff. Our family is pleased to highly recommend Theo and the numeric Wealth team"
"Theodore is a very honest person who has earned a lot of respect from our family over the years"
Tom & Carolyn, Maroubra
"Theodore is patient and has a deep understanding of our familyʼs specific needs & preferences"
Anthony & Belinda, Bronte
"Professional, organised and personable."
“Everything was done in a timely fashion. The Numeric Wealth team are very professional and accountable.”
George & Liz, Parramatta
"Thanks to the spending and financial habits you have instilled in us, our family’s dreams have become possible
- Thank you Theo :)"
Duncan & Cristina, Mascot
"Theodore is an astute local professional supported by his experienced team that have continued to secure great results for my family, I would easily recommend him to people that have special arrangements like us."
"Approachable and helpful, A great financial adviser"
Stavros & Sylvia, Earlwood
“High level of knowledge within the industry. Care about client needs, Fantastic advice.”
Ron & Maureen - Illawong
“Great financial advisor. Friendly and helpful office staff.”
Edna - North Lakes
“Professional. great customer service and knowledgeable.”
George & Elizabeth - Parramatta
Theo is a straight shooter who is knowledgeable on financial subject matter.
Denis & Jesica - Sydney City