Helium Investments Ltd

Helium Investments Ltd, based in Lower Hutt, provides expert financial planning, investment, insurance, KiwiSaver and retirement planning services to individuals in Wellington and New Zealand, helping them achieve their financial goals.

WHO WE ARE:

• We are a team of experienced financial advisers dedicated to providing personalised advice and guidance.
• Our values are built around helping Kiwis get ahead financially, with a focus on tailored solutions and ongoing support.
• Our approach is thorough and strategic, ensuring our clients receive comprehensive financial planning and investment advice.

WHAT WE DO:

• We offer financial planning services, helping clients make informed decisions about their financial future and create a plan to achieve their goals.
• Our investment advice is tailored to each client’s needs, providing them with a range of options to build long-term financial security.
• We also provide insurance and KiwiSaver advice, ensuring our clients have a safety net and a plan for their retirement.

WHY CHOOSE US:

• We provide expert, personalised financial advice, taking the time to understand each client’s unique situation and goals.
• Our thorough approach ensures that our clients receive comprehensive financial planning, covering all aspects of their financial lives.
• Our ongoing support and regular reviews help our clients stay on track to meet their financial and lifestyle objectives.

FAQ
1. What is the process for creating a financial plan?
Our financial planning process involves an initial consultation, followed by a discovery meeting to gather key information about your financial situation and goals. We then conduct research and analysis, provide recommendations and implement the plan, with ongoing support and reviews to ensure you stay on track.

2. How do you help clients with investment decisions?
We help clients with investment decisions by providing tailored investment advice, taking into account their individual financial goals, risk tolerance and time horizon. We also offer ongoing monitoring and reviews to ensure their investments remain aligned with their objectives.

3. What types of insurance services do you offer?
We offer a range of insurance services, including personal insurance, to help clients protect themselves and their families from financial uncertainty. Our insurance advice is tailored to each client’s needs, providing them with a safety net and peace of mind.