Our Valued Clients.
Proud to Serve a Diverse Range of Clients Across Wellington
Which best describes you?
Executive or Business Owner Individual Investor Family with Complex Needs Professional Athlete Other
Our clients
Executives & Business Owners
Business owners and executives who need help managing their financial lives and planning for the future.
Let us take some stress off your plate.
We work with executives and business owners to bring clarity and structure to their financial lives.
As a business leader, your days are packed with decisions and competing demands. Many Hutt Valley and Wellington City business owners build their companies from the ground up, focusing on growth, staff, and adapting to industry changes. In the process, long-term financial planning is overlooked more often that you might think.
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.
Our clients
Individual Investors
Comprehensive wealth planning and investment advice, tailored to your unique needs and goals.
Get ahead and reach your financial goals.
You can rely on Helium for comprehensive and customised financial planning and investment management.
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Tax touches almost every financial decision. Drawing on our team’s experience in accounting, Helium helps you plan strategically for tax efficiency.
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We often work with clients with significant wealth and an interest in philanthropy.
We can help you structure and time your regular charitable gifting so that you feel aligned with your values and your financial goals.
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Ensure your family and assets are protected with the right insurance, giving you confidence that your wealth and wellbeing are safeguarded for the long term.
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Individuals ending their marriage are met with what seems like a million decisions. When it comes to your financial life, you don’t have to make them alone.
We understand that this is a major life change, so our financial guidance around a divorce or separation will always be flexible and compassionate. We can meet you in person anywhere in the Wellington area, or we can help remotely if you are living elsewhere during this transition.
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While most people gradually increase their total wealth over many years, some individuals may find themselves landing on larger sums of money suddenly (i.e. inheritances, winning Lotto) and need special assistance with handling their new reality.
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Our financial planning services can show you how to turn everyday decisions into long-term gains.
For example, we can help you restructure a mortgage to free up cash flow, then channel those savings into investments that steadily grow your net worth.
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With rising costs and the limitations of superannuation, relying on the basics may not provide the lifestyle you deserve after years of hard work.
Helium helps you put a clear plan in place so you can look forward to a secure, fulfilling retirement.
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Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
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Maximise the assets you have worked hard to attain with evidenced-based investing strategies.
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Having a structured financial plan isn’t always a given for Wellington small businesses. We tend to play things by ear, or be stuck in ‘survival mode’, but which leads to missing out on important revenue opportunities.
Our team at Helium can help you become more intentional with your business’ financial decisions and future, to reduce your daily stress and focus on opportunities and growth when the time is right.
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It’s never too early to plan for your child’s education.
Helium can help you design an investment strategy that helps your money grow in line with (or ahead of) inflation, so your child’s future choices are fully supported.
Our clients
Wealthy Families with Unique Needs
For wealthy families with needs that go beyond the scope of what most financial advisory firms can deliver.
Focus on what matters most, we’ll handle the details.
We help wealthy families coordinate every aspect of their finances so they can focus on living life.
Finding the right financial partner lifts a huge weight. Our clients take comfort in knowing that Helium advisors are alongside them at every step.
Our advisors bring the experience, access, and expertise to manage the full spectrum of family wealth – today and across generations.
In addition to investment management, guided by our internal investment group, our family office services include trust and estate structuring, multi-property cashflow management, tax planning and compliance, insurance advisory, family governance, structured charitable giving, consolidated reporting, and tailored bill-paying solutions.
Our clients
Professional Athletes
For professional athletes seeking a comprehensive approach that addresses both their current and future financial circumstances.
We’ll help you form a financial strategy from draft to retirement and beyond.
Professional athletes have unique financial circumstances. Our athlete clients benefit from long-term planning and our specialised expertise.
We help professional athletes address a variety of financial planning decisions, including budgeting, asset allocation, retirement planning, estate planning, and consulting on post-career business interests.
Our clients
Every path is different.
Let’s create a bespoke financial plan that suits your unique circumstances.
We’ll create a custom plan that fits both your everyday needs and your long-term goals.
You might be planning for solo parenthood, supporting a child with extra needs, combining families, or exploring investment opportunities outside the norm. Whatever your path looks like, it deserves advice that recognises its uniqueness.
At Helium, our wide experience means we can meet you where you’re at, help you organise today’s priorities, and keep your bigger picture in focus.