At Helm Wealth Advisory
we believe better outcomes
start from seeing things
differently.
At Helm Wealth Advisory we believe better outcomes start from seeing things differently.
We’re a boutique advice and wealth management
firm, supporting high-net-worth individuals,
families, iwi, Charities, Family Offices, Foundations, Trusts and more.
Our Group includes Pathfinder Asset Management, Salt Funds Management, Octagon Asset Management, and the Summer KiwiSaver Scheme.
We’re a boutique advice and wealth management firm supporting high-net-worth individuals, families, Foundations, Trusts and more.
Our Group’s sister companies include Salt Funds Management, Pathfinder Asset Management, and Octagon Asset Management. We are also the Manager of the Summer KiwiSaver Scheme.
Expertly growing your wealth in a complex world
Wealth Advisory
Investment Management
As our client, we’ll create financial strategies aligned with your goals and aspirations. We’ll bring together varied ideas and opportunities, from diverse sources and trusted networks, to help the long-term preservation and growth of your wealth.
Interesting ideas,
greater opportunity
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