We are a boutique professional services group specialising in investment advice and high-value strategic financial planning services to clients, their companies, trusts and superannuation funds.
Helm was established in response to the growing demand from discerning clients seeking personal financial advice from a firm not controlled by large financial institutions or product providers.
We will help you grow and protect your wealth
Helm Capital welcomes those seeking advice on how to strengthen their finances, build wealth and maintain it throughout retirement.
Our work is focused on ensuring you, as a Helm Client, are well informed, well prepared and well positioned to achieve your financial goals and are getting the most out of your assets year after year.
Our business model puts very little emphasis on advertising and sourcing new business because we choose to let our work speak for us through word of mouth. Which is why our number one priority is client satisfaction. It’s critical that we demonstrate, at every opportunity, that we are worthy of the belief and trust that our clients place in us, by consistently exceeding expectations and delivering an excellent service that keeps our clients coming back year after year.
Make your financial decisions easier with the benefit of our expert knowledge
Peace of Mind
Contemplating future life changes can be daunting, but having a trusted advisor with your best interests at heart can make all the difference
You’ve worked hard for what you have. Are you sure that what you have is working hard enough for you? Make sure!
Initial consultations provided free of charge
Frequently Asked Questions:
Why Helm Capital?
1. To steer
2. To manage the running of
1. Wealth in the form of money or property, used or accumulated by a person, partnership, or company
2. Material wealth used or available for use in the production of more wealth