Helm Capital Pty Ltd

Welcome to Helm Capital Pty Ltd, a privately owned family company located in Mount Pleasant, Australia. Led by our experienced Managing Director, James Hodder, we have been providing exceptional financial planning services to the local community for over 30 years.

As a boutique professional services group, we specialize in investment advice and high-value strategic financial planning services for individuals, companies, trusts, and superannuation funds. Unlike large financial institutions or product providers, Helm Capital is dedicated to offering personalized financial advice to our discerning clients.

At Helm Capital, we are committed to helping our clients strengthen their finances, build wealth, and maintain it throughout their retirement. Our goal is to ensure that you are well-informed, well-prepared, and well-positioned to achieve your financial goals and maximize the potential of your assets year after year.

We take pride in our reputation, which is why our business model relies heavily on word-of-mouth referrals rather than advertising and sourcing new business. Client satisfaction is our number one priority, and we consistently strive to exceed expectations and deliver an excellent service that keeps our clients coming back year after year.

Make your financial decisions easier by benefiting from our expert knowledge and guidance. We understand that contemplating future life changes can be daunting, but with a trusted advisor like Helm Capital, you can have peace of mind knowing that your best interests are always at heart.

If you're unsure whether your current financial situation is working hard enough for you, we can help. Our team is here to assist you in navigating the increasing complexity of the financial world, providing professional advice that is tailored to your specific needs.

We also offer assistance in areas such as estate planning, pre-retirement goal setting, big financial decisions, and more. Whether you need guidance on investments, insurance, or tax-effective long-term strategies, Helm Capital is here to provide the expertise you need.

Don't worry if you haven't created a financial plan yet. We can guide you through the process of defining your objectives and creating a plan that gives you peace of mind, comfort, and confidence in your financial future.

We invite you to visit our office at Mount Pleasant, Canning Highway, or get in touch with us via mail at PO Box 1156, Canning Bridge APPLECROSS WA 6153. Let our experienced team steer and manage your financial journey towards success. Contact Helm Capital today for a quick chat and see how we can assist you in achieving your financial goals.