We welcome the opportunity to sit down and help your family feel clear and confident about their finances.
To take advantage of this opportunity and secure a complimentary 40 minute consultation with an expert simply fill in the form below. We'll then get in touch and organise your appointment at a time that suits you!
“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