Your Financial Planner in Mt Pleasant

Many people pay too much for insurance.  Life Insurance has changed a great deal in the last two years.  Competition has driven premium rates for healthy people down a great deal, we can tell you quite quickly if this is the case.  Call us and find out more.

Not many people know how much money they’ll need in retirement.  We have been helping clients make these decisions for over 30 years and have practical experience ready to pass on to you.  Tip: you may need less than you think.   We should be able to cover the basics in the first meeting, which is free and comes with no contractual obligation, call now to arrange a time.

Big financial institutions may provide you with quality personalised advice but if you are unsure and would like a second opinion feel free to contact us.

Don’t worry if you haven't a financial plan yet, we can guide you through the process of thinking about your financial objectives.  Having a plan provides peace of mind, comfort and confidence knowing that you’re heading in the right direction.  Come in for a chat and start your plan today.

Retirement , Divorce, Inheritance, Centrelink Assessment, Redundancy , Super Investment, Life insurance and Income Protection Insurance are all areas we regularly help our clients with.  If you call and ask us if we can help, we'll tell you if we can (or can't).  If we can help, we will tell you how we can help, what the benefit to you will be and what it will cost you to get these benefits.  Why not call and ask?

Seeking advice prior to making big financial decisions is a good idea.  The old adage, two heads are better than one applies here, especially when the other head is an experienced and trusted adviser.   The most successful people in the world take advice on things they are not familiar with, give us a call.

Retirement , Divorce, Inheritance, Centrelink Assessment, Redundancy , Super Investment, Life insurance and Income Protection Insurance are all areas we regularly help our clients with.  If you call and ask us if we can help, we'll tell you if we can (or can't).  If we can help, we will tell you how we can help, what the benefit to you will be and what it will cost you to get these benefits.  Why not call and ask?

Earning a net investment income is unlikely to be a tax efficient arrangement if you are over 55 years of age.  If tax efficiency is a concern contact us for a no obligation chat to see if you are on the right path.

Dying without a will causes problems for those left behind.  Talk to us,  you will be surprised how easy and inexpensive it can be to have help in this area.

We all need to make the most of financial opportunities.  Worried advice will cost you a fortune and you’ll get ripped off?  Stop worrying, call us for a quick chat and see for yourself why we are still here after 30 years.

We’ve all experienced the increasing complexity in the financial world, frequent changes to laws and regulations make it hard to keep up.   Seek
professional advice, it could prove very worthwhile.  Call and see for yourself.

Helm is licensed to deal in shares but we are not a broker.  We can advise you about what shares to buy, how long to hold them and we can administer your portfolio inexpensively and account for the income properly.  Call us today for a free first appointment and we’ll show you how.