Rise higher
with Helium
We are an independent financial planning service, dedicated to elevating your financial wellbeing and reducing complexity.
We take a broader view of your entire financial situation and a deep understanding of your circumstances – especially the kind of future you want.
Our philosophy centres on personalised guidance grounded in research, experience and a proven investment approach. By taking the time to understand you, we tailor a plan to suit your unique needs and support you along your financial journey.
We work with people across a wide range of financial positions, as well as select professional groups such as business owners and athletes. Whatever stage you’re at, our commitment to you is the same: smarter wealth and straight up advice.
Our promise to you
Our relationships with our clients mean a lot to us. To them, it means more confidence, less stress, greater clarity and understanding. Here are our guarantees:
We sort everything
Trust us to pull together your investments, insurance, tax, KiwiSaver, business and estate planning.
We give it to you straight
No jargon, no agenda, just clear explanations to ensure you feel in control.
Always ahead of the curve
We help you plan for big life changes before they happen.
We’re here for you
We understand what matters to you and help you achieve it, year after year.
Jeshal Patel
The experience behind Helium
Jeshal Patel is Helium’s Founding Director. He’s one of the few financial Advisers to be a Certified Financial Planner® and Chartered Accountant, combining technical expertise with practical commercial insight and over 15 years of experience across public, private and corporate sectors.
Jeshal works closely with clients to create clear, practical, future-proof plans. He’s passionate about simplifying the often complex financial process so his clients feel empowered and in control. With Jeshal’s guidance, people can spend more time enjoying life and focusing on what matters.
He also holds a Graduate Diploma in Business Studies (Personal Financial Planning) and a Bachelor’s degree in Commerce and Arts.
Whether you want to avoid costly mistakes, maximise opportunities, or build a multi-generational legacy, Jeshal is committed to helping you achieve your full potential.
Outside work, he loves exploring the outdoors, capturing New Zealand’s landscapes through photography, spending quality time with his family, occasionally rolling the arm over or enjoying a round of golf.
Uplifting the community
Through donations and sponsorships, we love supporting organisations that help our community.
