Strategic Wealth
Planning
If your wealth is diversified across trusts, investment property or multiple structures, this plan integrates everything for you.
We coordinate your tax, estate, business, investment and insurance, liaising directly with your lawyer and accountant.
This plan is ideally tailored for business owners, high earners or wealthy families and benefits from regular check-ins with Helium.
From $3,500 one-off plan fee, plus $50/month ongoing support.
Strategies
Cash flow and budget review
KiwiSaver fund and contribution rate optimisation
Investment strategy outside KiwiSaver
Personal insurance review
Mortgage structure review
Will, EPOA, and estate basics check
Full retirement income modelling
KiwiSaver drawdown strategy
Investment allocation optimised for retirement
Stress-testing against market crashes and longer retirement
NZ Super timing analysis
Estate planning review including EPOAs and Wills
Business exit and succession planning
Trust and tax structure review
Multi-generational wealth strategy
Property portfolio analysis
Direct coordination with your lawyer and accountant
How we work with you
Initial Consultation – 30 min
A relaxed chat to hear your thoughts and questions. No cost, no commitment.
Discovery – up to 2 hours
We discuss your goals, finances and concerns. The deeper our understanding, the better our advice.
Research & Analysis – 2 weeks
We find opportunities in your current assets, debt, cash flow, investments, insurance, KiwiSaver, business and tax.
Recommendation – 2 hours
We walk you through the plan that suits you best, ensuring you understand everything.
Implementation
Once you’re happy, we sort the details, bring in other specialists if needed and keep you updated.
Ongoing Support
We meet regularly to review your plan and make sure it’s working for you.
