Expert Investment Advisers in Wellington
Investing can be complex, but an investment adviser can help you make well-informed, strategic decisions. We offer personalised financial guidance across KiwiSaver, shares, property and more – supporting you to make decisions aligned with your financial goals.
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Understanding Investments Options
Investing entails directing your funds towards assets or financial tools to earn a profit. Many common investment options are available, each with different levels of risk and potential reward. Our expert advisers help you navigate these choices to build a strong financial future.
Savings Accounts
Low-risk, easily accessible investments provided by banks, ideal for short-term savings and emergency reserves.
KiwiSaver
A government-supported, long-term savings initiative with various investment options, including conservative, balanced, and growth funds. Whether starting your savings journey or planning for retirement, the right KiwiSaver fund can help maximise your financial future.
Helium can help you get the most out of your KiwiSaver. Learn more about our KiwiSaver services here.
Shares & Equities
Investing in individual company shares or exchange-traded funds (ETFs) can lead to high returns. However, it also comes with higher risks. Whether you are a first-time investor or an experienced professional, we can help. We guide you in making smart investment choices for the stock market and your portfolio.
Property Investments
Investing in real estate, such as homes or business properties, can yield rental income and capital growth. It can also be a good way to build wealth. This strategy works well for business owners, retirees, and families seeking long-term security.
Bonds
Bonds are fixed-income investments issued by governments or corporations. Depending on the terms of the bond, they typically provide regular interest payments and return the principal at maturity. Bonds are ideal for those seeking stable, low-risk investment options.
Managed Funds
Professional fund managers handle collective investments, offering expertise and diversification. Managed funds work well for busy professionals who want to invest without hands-on management.
Alternative Investments
Alternative Investments include investments like precious metals, cryptocurrencies, and start-up businesses. These options may appeal to high-net-worth individuals or investors looking for portfolio diversification.
Investing solutions
Our Investment Advisory Services
Tailored Investment Planning
We create custom investment strategies based on your:
Financial objectives
Risk tolerance
Investment timeframe
Wealth & Portfolio Management
We help you allocate your investments in shares, property, and fixed-income assets to protect and grow your wealth.
Risk Management & Portfolio Review
Markets change, and so should your investment strategy. We provide:
Regular portfolio reviews to keep you on track
Adjustments based on market trends and personal goals
Strategies to mitigate risk while growing wealth
KiwiSaver & Retirement Planning
We help you optimise KiwiSaver contributions, select the right fund, and plan for a financially secure retirement.
Investment Strategy for Property & Shares
We guide investors through real estate and stock market investments, helping them select profitable opportunities and manage risks effectively. Whether you’re looking for your first investment property or diversifying into stocks, we provide strategic insights.
TRUSTED ADVISOR
Why Work With Helium Financial Planning?
Experienced & Certified Advisers – Years of experience helping Kiwis grow wealth
Independent & Unbiased Advice – Focused on your financial well-being
Customised Financial Roadmaps – Investment strategies tailored to your needs
Ongoing Support & Portfolio Reviews – Your strategy evolves with market conditions
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Frequently Asked Questions
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No, diversification is key to managing risk. Our advisers help you allocate investments across different asset classes, such as shares, property, bonds, and KiwiSaver.
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A well-balanced portfolio helps reduce risk while maximising returns by spreading investments across different markets and asset types.
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We recommend you base your investment strategy on your financial goals, risk tolerance, and time horizon. Our advisers work with you to develop a tailored approach.
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An investment adviser gives expert advice. They help you make smart choices, improve returns, and change your strategy based on market trends.
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The cost depends on the services required. We offer transparent pricing and will discuss fees with you before proceeding.
Ready to take action?
Book a Free Consultation
Our Advisers offer a safe space to discuss your future plans before delivering a Financial Roadmap to help you achieve them.