Helium is an independent financial planning firm based in Wellington, operating throughout New Zealand. We offer bespoke Financial Plans based around our client(TM)s goals and desires.
We understand that navigating the world of financial planning can be daunting with numerous options and advice firms vying for your attention. That's why we've designed our approach to help you make informed decisions with confidence.
Our philosophy centres on personalised guidance based on evidence-based research. By taking the time to understand your unique circumstances, we tailor our recommendations to suit your needs, ensuring your financial future remains secure.
We work with various professionals, to ensure together we support you at every stage of life. What sets us apart is our commitment to fostering genuine connections and nurturing lasting relationships with you and your family.
At Helium, we're dedicated to helping you focus on what truly matters
