Our Clients
We have the privilege of working with diverse and extensive clientèle. Our expertise and services cater to a wide range of clients, each with unique financial goals and circumstances. Whether you are just starting your financial journey, planning for retirement, or looking to grow your investment portfolio, we are here to provide tailored guidance and support.
CLIENT
Individual Investors
Comprehensive wealth planning and investment advice, tailored to your unique needs and goals.
How Can We Help?
We help clients manage their finances to reach their unique financial goals.
Without a plan, it can be difficult to meet your financial goals. Our clients rely on us for comprehensive and customised financial planning and investment management.
What Can We Help With?
Net Worth Development — Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial wellbeing.
Retirement Planning — Work to ensure the retirement you want by skilfully planning all aspects of your future financial resources to align with your desired lifestyle.
Estate & Trust Planning — Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
Investment Planning — Maximise the assets you have worked hard to attain with evidenced-based investing strategies.
Business Owner Planning — Enhance and integrate the value and capability of your business or professional practice.
Children’s Education Planning — Ensure the financial access to desired education experiences for your family.
Tax Planning — Shape your financial picture with smarter, more tax-efficient strategies.
Charitable Gifting — Support causes that align with your values while better positioning your financial future.
Health & Insurance Planning — Protect your family and your wealth while ensuring your assets can support long-term wellbeing.
Planning Through Divorce — Individuals ending their marriage are met with what seems like a million decisions. When it comes to your financial life, you don’t have to make them alone.
Sudden Wealth Planning — While most people gradually increase their total wealth over many years, some individuals may find themselves landing on larger sums of money suddenly (i.e. inheritances, winning Lotto) and need special assistance with handling their new reality.
CLIENT
Executives & Business Owners
Business owners and executives who need help managing their financial lives and planning for the future.
How Can We Help?
We help executives and business owners manage their complex financial lives.
As business leaders and owners, our clients often have busy and complicated financial lives that require specialised focus. We help them create efficiencies and get back to what matters most.
CLIENT
Families with Complex Needs
For wealthy families with unique needs and considerations that go beyond the scope of what most financial advisory firms can deliver.
How Can We Help?
We help wealthy families coordinate all aspects of their financial lives so they can focus on what’s most important.
Finding the right financial partner can take a lot off your mind. Our clients take comfort in knowing that Helium advisors are on their team.
Our advisors have the experience, access, and expertise to address every aspect of your family’s wealth—now and for future generations. In addition to investment management, supported by our internal investment group, our family office services include coordinated estate and wealth planning, tax planning and compliance, insurance advisory, family governance, consolidated reporting, and bill-paying solutions.
Client
Professional Athletes
For professional athletes seeking a comprehensive approach that addresses both their current and future financial circumstances.
How Can We Help?
We help athletes manage their finances from draft to retirement and beyond.
Professional athletes have unique financial needs. Our athlete clients benefit from long-term planning and our specialised expertise.
We help professional athletes address a variety of financial planning decisions, including budgeting, asset allocation, retirement planning, estate planning, and consulting on post-career business interests.