Make Your Money Work Harder for You.
Expert Investment Advisers in Wellington
investing solutions
Know your options.
Investing entails directing your funds towards assets or financial tools to earn a profit. Many common investment options are available, each with different levels of risk and potential reward. Our expert advisers help you navigate these choices to build a strong financial future.
Property Investments
Investing in real estate, such as homes or business properties, can yield rental income and capital growth. It can also be a good way to build wealth. This strategy works well for business owners, retirees, and families seeking long-term security.
Bonds
Bonds are fixed-income investments issued by governments or corporations. Depending on the terms of the bond, they typically provide regular interest payments and return the principal at maturity.
Managed Funds
Professional fund managers handle collective investments, offering expertise and diversification. Managed funds work well for busy professionals who want to invest without hands-on management.
Alternative Investments
Alternative investments can include precious metals, cryptocurrencies, and start-up businesses. These options may appeal to high-net-worth individuals or investors looking for portfolio diversification.
Shares & Equities
Investing in individual company shares or exchange-traded funds (ETFs) can lead to high returns. However, they also come with higher risks.
KiwiSaver
A government-supported, long-term savings initiative with various investment options, including conservative, balanced, and growth funds. Whether starting your savings journey or planning for retirement, the right KiwiSaver fund can help .
Learn more about our KiwiSaver services
Savings Accounts
Low-risk, easily accessible investments provided by banks, ideal for short-term savings and emergency reserves.
Build a great portfolio.
Our expertise will help you invest in a way that supports your life and ambitions.
how we can help
Skip the guesswork with our expert insights.
Tailored Investment Planning
We create custom investment strategies based on your:
Financial objectives
Risk tolerance
Investment timeframe
Wealth & Portfolio Management
We help you allocate your investments in shares, property, and fixed-income assets to protect and grow your wealth.
Risk Management & Portfolio Review
Markets change, and so should your investment strategy. Our strategies work to mitigate risk while growing wealth. We provide regular portfolio reviews to keep you on track, and propose adjustments based on market trends and personal goals.
Investment Strategy for Property & Shares
We guide investors through real estate and stock market investments, helping them select profitable opportunities and manage risks effectively. Whether you’re looking for your first investment property or diversifying into stocks, we provide strategic insights.
KiwiSaver & Retirement Planning
We help you optimise KiwiSaver contributions, select the right fund, and plan for a financially secure retirement
Book a free 15-minute chat with our team to find out more.
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Frequently Asked Questions
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No, diversification is key to managing risk. Our advisers help you allocate investments across different asset classes, such as shares, property, bonds, and KiwiSaver.
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A well-balanced portfolio helps reduce risk while maximising returns by spreading investments across different markets and asset types.
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We recommend you base your investment strategy on your financial goals, risk tolerance, and time horizon. Our advisers work with you to develop a tailored approach.
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An investment adviser gives expert advice. They help you make smart choices, improve returns, and change your strategy based on market trends.
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The cost depends on the services required. We offer transparent pricing and will discuss fees with you before proceeding.
why choose helium
Our expertise helps you invest smarter.
We are highly-qualified, with years of experience helping Kiwis grow wealth.
We offer independent and unbiased advice that focuses on your financial well-being now and in the future.
We prepare customised financial roadmaps which lay out clear investment strategies tailored to your needs.
We provide ongoing support and portfolio reviews, so that your strategy evolves with market conditions.
