Grow your wealth through better ideas
For us, better ideas start with asking better questions. By learning what truly matters to you, we can better help to preserve and grow your wealth over time.
Wealth Advisory
Independent advice
Asset consulting
Migrant investors
Investment Management
Individually Managed Accounts
Managed Fund Products
For clients who prefer, we can construct Individually Managed Accounts that contain only Managed Funds. They offer diversification, professional management, and access to a wide range of underlying assets. These funds often provide liquidity, cost and tax efficiency, making them a convenient way for investors to access different markets.
For clients who prefer, we can construct Individually Managed Accounts that contain only Managed Funds. They offer diversification, professional management, and access to a wide range of underlying assets. These funds often provide liquidity, cost and tax efficiency, making them a convenient way for investors to access different markets.
Our funds include:
Private Credit Fund
This PIE fund provides access to a portfolio of direct loans and other fixed interest securities, offering higher returns than public asset class equivalents, in exchange for lower liquidity. This is achieved by accessing a range of investments initiated and managed by Alvarium primarily in senior lending to a wide range of property projects.
By diversifying through the Helm Wealth portfolio, investors can access alternative assets at a stable attractive return. Due to the nature of the risks inherent in this asset class, the Fund is available to wholesale investors only.
Pathfinder Funds
Pathfinder is our ethical investing brand, offering a range of Managed Funds and our multi-award-winning KiwiSaver Plan. Combining Environmental, Social and Governance (ESG) metrics with a robust Ethical Investing Policy. Pathfinder balances the reasonable desire for you to grow your wealth with a collective responsibility to minimise harm and create positive outcomes for a better future.
We provide innovative and flexible investment portfolio management and administration services, each tailored to meet your individual objectives and requirements. You’ll have the flexibility to engage a professional Investment Manager – to make investment decisions on your behalf, or to maintain control when required, to make self-directed asset decisions.
Using our deep expertise and specialist eco-system of solutions, you will have access to a range of traditional investment options, as well as alternative options where appropriate. This exceptional service includes investment administration and comprehensive reporting.
All investing requires a careful and planned approach. Having a framework and basis for making investment decisions are critical, particularly for professional and independent trustees who have high fiduciary obligations.
We provide asset consulting services to families, Foundations, Charitable Trusts and iwi to help them manage the risks and complexities involved in professional investing.
Some of New Zealand’s largest organisations come to us for comprehensive, customized, and objective investment advice.
Helm Wealth Advisory offers a tailored, personal wealth management service for migrant investors who are considering immigrating to New Zealand under the Active Investor Plus (AIP) visa.
We offer access to all approved asset classes including approved direct investments and approved managed funds on one custodial platform, with one reporting system, administration and control.
Please note that Helm Wealth Advisory does not provide immigration or legal advice as part of this service.
A core part of our services is providing investment advice to our clients. This can range from making an investment strategy recommendation to undertaking a full wealth review.
Deep experience and robust processes allow us to provide financial analysis and modelling for your current and future investment capital.
As a result, you can explore how different financial outcomes can be achieved through alternative investment approaches and strategies.
Our approach allows clients to make considered decisions about their wealth.
Helm Wealth Advisory is a licensed Financial Advice Provider.