Smarter Wealth and straight up advice for
our valued clients
Which best describes you?
Executive or Business Owner • Individual Investor • Wealthy Families with Unique Needs • Professional Athlete • Other
Executives and Business Owners
We understand the pressures to survive and thrive in business today. When you’re facing an ever-increasing array of obligations, we can bring much-needed order and sense to your finances.
In fact, it’s important to not let the duties of business stop you from enjoying the considerable benefits of expert independent financial planning.
At Helium, we help you organise and align your business and personal finances, so your day-to-day operations make sense on paper and your future stays on track with your vision.
Individual Investors
Circumstances can vary greatly from one person to another. That’s why, at Helium, our expertise covers every aspect of your financial landscape.
Whether you’re in your wealth-building years or nearing retirement, single, married or separated, Helium can tailor a plan to enhance your unique situation and the future you envision for yourself.
Wealthy Families with Unique Needs
The more diverse your wealth, the more important it is to secure the right financial partner. It’s a role that demands deep experience and long-term commitment, both of which we provide at Helium.
Our Advisers offer the knowledge, access and expertise to manage the full spectrum of family wealth - today and across generations.
This is why we created Strategic Wealth Planning, to provide the complete suite of services to meet the unique and exacting needs of our clients.
Professional Athletes
Our experience has shown professional athletes have very specific financial circumstances and needs. Our athlete clients benefit from our long-term planning capabilities and specialised expertise.
We offer a range of plans that we fine tune to help professional athletes master all their financial concerns.
Different plans for
different paths
Whatever your situation or your ambitions, Helium can help you.
Whether you’re planning for solo parenthood, supporting a child with extra needs, combining families, or exploring investment opportunities outside the norm, talk to us.
We’ll see the potential in your vision and design a plan to match. Let us take care of the financial planning, while you take care of what’s important to you.
Your first 30-minute consultation is free.