Helping Kiwis Get Ahead, Financially
Tailored Financial Advice for Individuals and Families.
Managing your finances can be complicated and stressful. We believe money should be a source of strength, not stress, no matter how much you have or where you're starting from. We are here to educate and empower you so you can start off right and achieve your goals — whether you want to go on your dream holiday, buy your first home or start planning for retirement and beyond.
what we offer
Our Services
Financial Planning
Life is a journey. At every stage, your financial needs, goals, and challenges evolve. Whether you're just starting your career, raising a family, planning for retirement, or enjoying your golden years, financial planning is essential to prepare for the road ahead.
Learn More
Personal Insurance
Life is full of unexpected twists and turns. Sometimes we face situations that can have a significant impact on our financial stability. Insurance offers a vital safety net that protects you and your loved ones against life's uncertainties.
Learn More
Investments & Wealth Management
Investing is a powerful tool for growing your wealth and achieving your financial goals. We will help you navigate this challenging world with specialist insight and guidance, helping you make informed decisions to secure your financial future.
Learn More
KiwiSaver
KiwiSaver is an essential part of New Zealand's retirement savings landscape. It's a government-supported, voluntary savings initiative designed to help New Zealanders plan for a secure and comfortable retirement.
Learn More
how it works
Fundamentals of Financial Planning
We have constant financial needs, dreams, and challenges that evolve through various life stages. Whether you are beginning your career, raising a family, planning for retirement, or enjoying your later years, actively participating in financial planning is essential to prepare yourself for what lies ahead.
Funding Life Goals
Cash Management
From retirement planning to education funding, eldercare considerations, and legacy planning.
Helium work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.
GROWTH
Investment Management
A financial plan is only as good as the investment engine that powers it.
Helium recommends investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.
Protection
Risk Management
Protecting against unforeseen events is a critical part of a well-crafted plan.
Helium helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.
our clients
Who We Work With
Our clients range from new investors and small business owners to key executives, professional athletes, and families with significant wealth. Regardless of how complex or unique your financial picture may be, we’re ready and equipped to help you.
Individual Investors
For individuals and couples who want financial planning, risk management, and investment services tailored to their needs and goals.
Families with Complex Needs
For wealthy families with complex needs and considerations that go beyond the scope of what most wealth management firms can deliver.
Executives & Business Owners
For business owners and executives who need help managing their financial lives and planning for the future.
Professional Athletes
For professional athletes seeking a comprehensive approach that addresses both their current and future financial circumstances.
Ready to take action?
Book a Free Consultation
Our Advisers offer a safe space to discuss your future plans before delivering a Financial Roadmap to help you achieve them.