We are Experts in Financial Planning and Wealth Management, helping Kiwis create Wealth, Happiness, and Freedom. Servicing the Wellington Region, Helium offers holistic goal-based Financial Planning and Investment Consulting. Tailored for individuals and families tolling to Accumulate, Grow and Protect their Wealth.
Services include Life-Stage Finacial Planning, Investment Consulting/Advice, Retirement Planning, KiwiSaver Review, and Personal Insurance Advice.