Helium - Financial Planning
ListedHelium - Financial Planning is a financial adviser based in Hutt Central. Its website says it has 15 years of experience and offers free consultations. The site also mentions Financial Service Providers Register listing, which we have not checked yet.
Summary by LocalsBest from the business’s own website, checked .
What their website says
- 15 years’ experienceBusiness says
Show source
“a Certified Financial Planner® and Chartered Accountant, combining technical expertise with practical commercial insight and over 15 years of experience across public, private and corporate sectors.”
- Free consultationsBusiness says
- FSP registrationNot checked yet
Show source
“Start by checking they’re licensed, or working under a licensed provider, on the Financial Service Providers Register (FSPR ).”
Services
- Financial planning & advice
- Life & health insurance
- Wealth management & investment advice
- KiwiSaver advice
- Retirement & estate planning
- Income protection & disability insurance
- Business insurance & loans
- Risk management
From the business’s Google listing.
Opening hours
| Mon–Fri | 9am–5pm |
|---|---|
| Sat | 9am–12pm |
| Sun | Closed |
From the business’s Google listing.
Google reviews
5.0 from 6 Google reviews, as of . Read the reviews on Google. We don’t copy review text.