Who We Are
Tailored Financial Advice for Individuals and Families
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 to 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.
Introduction
About Us
Helium is an independent financial planning firm based in Wellington, operating throughout New Zealand. Founded in 2023, We offer bespoke Financial Plans based around our client’s goals and desires.
We understand that navigating the world of financial planning can be daunting with numerous options and advice firms vying for your attention. That's why we've designed our approach to help you make informed decisions with confidence.
Our philosophy centres on personalised guidance based on evidence-based research. By taking the time to understand your unique circumstances, we tailor our recommendations to suit your needs, ensuring your financial future remains secure.
We work with various professionals, to ensure together we support you at every stage of life. What sets us apart is our commitment to fostering genuine connections and nurturing lasting relationships with you and your family.
At Helium, we're dedicated to helping you focus on what truly matters — your financial well-being is our top priority. That’s what we do.
about the founder
Jeshal Patel
Jeshal is the Founding Director of Helium, as well as an experienced Chartered Accountant and Financial Adviser.
He is focused to helping his clients simplify the financial complexities in their lives so they can spend more time doing what they enjoy.
With over 14 years’ experience in Finance and Accounting across the public, private and corporate sector — Jeshal has a growth mindset, which enables him to strategically address his client’s concerns and design future-proof long term plans. Whether you want to avoid making financial mistakes, make the most of your opportunity or start building a multi-generational legacy — Jeshal will give you the time and energy to help you achieve your full potential.
Jeshal has a Bachelor of Commerce and Bachelor of Arts, is a qualified Financial Adviser, and a Chartered Accountant.
Born and raised in Wellington, He lives in Lower Hutt with his wife Aarzu and two kids, Kiara and Dhiyaan.
Outside of work, Jeshal enjoys exploring the outdoors, taking photos of stunning NZ landscapes, spending quality time with his young family and occasionally rolling the arm over or playing a round of golf.