Investments and Wealth Management

Investing is a powerful tool for growing your wealth and achieving your financial goals. The world of investments offers numerous opportunities, but it can also be complex and challenging to navigate. We aim to provide insights and guidance on investing, helping you make informed decisions to secure your financial future.           

investing solutions

Understanding Investments

Investing involves allocating your money into assets or financial instruments with the expectation of generating a return. There are many common investing options in New Zealand.

Understanding investments with Helium

Savings Accounts

Offered by banks, these are low-risk, liquid investments suitable for short-term savings and emergency funds.

KiwiSaver

A government-supported, long-term savings initiative with various investment options to choose from, including conservative, balanced, and growth funds.

Helium can help you get the most out of your KiwiSaver. Learn more about our KiwiSaver services here.

Shares & Equities

Investing in individual company shares or exchange-traded funds (ETFs) can offer potential high returns but also carries higher risks.

Property

Real estate investments, such as residential or commercial properties, can generate rental income and capital appreciation.

Bonds

Fixed-income investments issued by governments or corporations that offer regular interest payments and return of principal at maturity.

Managed Funds

Professional fund managers oversee pooled investments, providing diversification and expert management.

Alternative Investments

This category includes investments like precious metals, cryptocurrencies, and start-up businesses.

Investing solutions

Investment Planning

A well-crafted investment plan can help you:

  • Build Wealth — Strategic investments provide an avenue for your money to grow over time, helping you accumulate wealth for future goals.

  • Achieve Financial Goals — Whether it's buying a home, funding education, or enjoying a comfortable retirement, investment planning aligns your financial portfolio with your aspirations.

  • Beat Inflation — Investing allows your money to outpace the effects of inflation, preserving its purchasing power over the long term.

Every individual / family's financial journey is unique. Our investment planning services are designed to cater to your specific needs:

  • Personalised Goal Setting — We work closely with you to define clear financial objectives, understanding your short-term and long-term goals.

  • Risk Tolerance Assessment — Assessing your risk tolerance is crucial for crafting an investment strategy that aligns with your comfort level and financial aspirations.

  • Diversification Strategies — We help you select a well-diversified investment portfolio, spreading your assets across different classes to minimise risk.

  • Regular Portfolio Reviews — Continuous monitoring and regular reviews ensure your investment strategy remains aligned with your goals and adapts to market conditions.

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.