Financial Planning

If retirement isn’t at the forefront of your financial planning objectives, we’re also here to help with general financial planning and advising to break the ice. No matter your financial goals (short term and long term), we bring value, relatability, and expertise to each client’s portfolio creation and management. We’ll sit down over coffee to review your investing style, your vision, and diversification options that align with your comfort level.

How we help

Goal Setting

The first step in creating a successful strategy is defining your goals, allowing us to understand your current situation and desired destination.

Design a plan

Numo Financial, we design personalized financial plans to help you achieve your financial objectives. 


Financial Clarity

Gain financial clarity with proactive management. We regularly monitor your plan to ensure it aligns with your evolving needs and goals, providing peace of mind for your financial future.

What your Financial Plan should include: 

Emergency fund

An emergency fund should generally cover at least 3-6 months of living expenses, to ensure that you have a safety net in case of unexpected events such as job loss, medical emergencies or unforeseen expenses.

Goal Setting & Budgeting

Align your behaviours with your actions. Review your progress with us regularly.



We believe in extreme accountability, and endeavour to assist in the achievement of your goals.


Active and passive portfolio management, investing advice, and ongoing planning.



Insurance plays a vital role in protecting your financial future and achieving peace of mind, with life, critical illness, and disability insurance providing essential coverage for unexpected events.

behavioural coaching

Informed and transparent advice on external investments as in business structure and strategy.

“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”

– CM