Who is Helm Wealth Advisory Limited?
Helm Wealth Advisory Limited is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Alvarium Wealth (nz) Limited, and has been registered on the FSPR for 15 years.
HW
Helm Wealth Advisory Limited
Financial Adviser at Alvarium Wealth (nz) Limited
Pwc Tower, Level 37, 15 Customs Street West,Auckland Central,Auckland,1010,New Zealand
Registered 15+ years
About Helm Wealth Advisory Limited
How is Helm Wealth Advisory Limited regulated?
Helm Wealth Advisory Limited is registered on the Financial Service Providers Register (FSPR)as FSP20861, with first registration in 2010. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Helm Wealth Advisory Limited specialise in?
Helm Wealth Advisory Limited provides financial advice covering KiwiSaver Provider. Refer to Helm Wealth Advisory Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Financial Advice Provider
Alvarium Wealth (nz) Limited
Registration Details
Registered Since
November 2010
Dispute Resolution
Financial Services Complaints Limited
Registration Status
registered
Verify on FSPR
View on FSPRSource: FSPR · synced 19 April 2026 · Report incorrect info
Contact Helm Wealth Advisory Limited
Get in touch for financial guidance tailored to your needs. Some advisers offer free initial consultations — confirm directly.
Phone
Not available
Not available
Website
Not available
Address
Pwc Tower, Level 37, 15 Customs Street West,Auckland Central,Auckland,1010,New Zealand
Professional Details
Provider: Alvarium Wealth (nz) Limited
FSP Number: 20861
DRS: Financial Services Complaints Limited
About Helm Wealth Advisory Limited
Professional profile coming soon
Get in touch to add your professional bio and background
Qualifications & Education
Qualifications coming soon
Professional credentials and certifications will be displayed here
Work History
Financial Adviser
Alvarium Wealth (nz) Limited
Current PositionIs this your profile?
Claim it to add your photo, bio, direct contact details, and start receiving leads. Free to claim.
Related searches
Same specialty + city
KiwiSaver Providers in Auckland
All advisers in
Auckland
Regional overview
Auckland financial advisers
Other Auckland kiwisaver providers
Important: FinanceAdvisers.co.nz is a lead generation service. We connect consumers with FSPR-registered financial advisers but do not provide financial advice ourselves.
The information on this page is general in nature and should not be relied upon as financial advice. Your personal circumstances should be considered before making any financial decisions.
Always verify adviser credentials on the Financial Service Providers Register.