We believe there’s no better recommendation than a satisfied client.
So we’re proud that our clients recommend us to their friends and family.
When they do, they say we:
It’s your role to set the course for your family’s financial future and its your decisions that will determine whether you get there.
We act as your close advisor, combining research with knowledge and experience to give you everything you need to reach your goals.
We take a refreshing and rigorous investment approach that’s based on decades of financial data. Then we help you purpose-build an investment portfolio that will give you the very best chance of securing your family’s future and achieving your financial goals.
It’s this approach, that’s given us a long track record of helping families just like yours protect their wealth and reach their financial goals.
We focus on:
Overwhelmingly, the research shows that advice improves the financial wellbeing of people who receive it. Moreover, better financial wellbeing flows on to better overall wellbeing, including improved mental and physical health and healthier relationships.
Findings from the 11,615 clients who currently receive advice from one of the seven IOOF owned Australian Financial Service Licensees - Bridges Financial Services, Shadforth Financial Planning, Consultum, Financial Services Partners, Lonsdale, Millennium3 and RI Advice - revealed the long-term benefits that financial advisers provide, with 90% of advised clients saying that accessing financial advice has left them in a better position financially and 89% reported that receiving advice allowed them to live their desired lifestyle.
“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