Helm Capital Pty Ltd is a boutique professional services group specialising in investment advice and high-value strategic financial planning services. Established in response to the growing demand for personal financial advice from discerning clients, Helm focuses on helping clients grow and protect their wealth. With a philosophy centered on client satisfaction and word-of-mouth referrals, Helm prioritizes exceeding expectations and delivering excellent service to ensure clients achieve their financial goals.
With over 30 years of experience in the financial planning industry, Helm is dedicated to providing quality advice and guidance to clients seeking to strengthen their finances, build wealth, and secure their financial future. The firm’s founder, James, brings a wealth of expertise and a commitment to tailoring personalized solutions for each client’s unique circumstances. Helm’s services cover a range of financial areas, including retirement planning, investment advice, insurance, and estate planning, with a focus on tax efficiency and long-term financial security.
Operating independently from large financial institutions, Helm prides itself on offering unbiased and personalized financial advice to help clients navigate the complexities of the financial world. With a client-centric approach and a track record of success in helping clients achieve their financial goals, Helm Capital Pty Ltd stands out as a trusted partner for individuals, companies, trusts, and superannuation funds seeking expert guidance and support in managing their wealth.