Plans For
Financial Freedom, Retirement & Wealth
Plans for Success
Whatever your stage of life, we’ll tailor a plan you can understand and rely on. Each plan uses unique strategies to create the future you want.
Not sure? Speak to us about a plan to deliver confidence at every stage.
Building Financial Freedom
The complete financial plan for your wealth-building years.
Covers every detail of your financial landscape, including cash flow, KiwiSaver, investment, insurance, mortgages, wills and more.
Planning for Retirement
For people retiring within 10 years.
Includes everything you need for the retirement you deserve and a smooth transition from working to drawing down. Operates over a 30+ year time frame.
Strategic Wealth Planning
For business owners, high earners and families with wealth held in multiple structures.
This plan offers the complete suite of services and support required to cultivate wealth over generations.
One-Off Strategic Advice Consultation
We also offer focused advice for specific or time-sensitive financial decisions. From $450/hour.
An approach that works for you
At Helium, we operate a little differently to other financial Advisers – and it works.
We take a wide view of your whole financial situation and dive deep into your aspirations for the future. Our investment strategy is sound and proven. Take a moment to see how we can work for you.
Helium excels at
managing funds and tailoring financial plans to individual
needs.
They are knowledgeable, responsive and
explain complex concepts clearly. Thanks to their expertise,
my investments have exceeded expectations and I have better
managed my own personal funds with their help.
I highly
recommend Helium for anyone seeking a dedicated and
results-driven financial advisory firm.