About Helium
Making Financial Planning Simple - So You Can Focus on Living
Money should empower you - not cause stress. Whether you’re starting out or growing your wealth, we’re here to guide you. From dream holidays to buying your first home or planning for retirement - we help you achieve your financial goals.
about the founder
Jeshal Patel
Jeshal Patel is the Founding Director of Helium, a Certified Financial Planner® and Chartered Accountant with over 15 years of experience across the public, private and corporate sectors.
Passionate about helping people simplify the complexities of money, Jeshal works closely with clients to create clear, future-proof plans - so they can spend more time enjoying life and less time worrying about finances. 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.
He holds a Graduate Diploma in Business Studies (Personal Financial Planning), as well as Bachelor’s degrees in Commerce and Arts, and is both a Certified Financial Planner® and Chartered Accountant.
Born and raised in Wellington, Jeshal now lives in Lower Hutt with his wife, Aarzu, and their two children, Kiara and Dhiyaan. Outside of work, he loves exploring the outdoors, capturing New Zealand’s landscapes through photography, spending quality time with his family, and occasionally rolling the arm over or enjoying a round of golf.
Introduction
About Us
Helium is an independent financial planning firm based in Lower Hutt, Wellington, operating throughout New Zealand. 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.