Helm Capital Pty Ltd ABN 23 002 336 254 is dedicated to creating and preserving long term wealth for clients through quality investment, technical advice and service. It is the holder of Australian Financial Services Licence No 286904. A key aspect for Helm is to offer Managed Discretionary Accounts (MDA) which provides the flexibility to make ongoing investment decisions for clients based on a documented investment strategy. Helm was established by James Hodder in 2005. James has almost 30 years experience in Financial Planning including 15 years with Godfrey Pembroke. Helm is privately owned by entities associated with James and is not aligned with any bank or financial institution. Remuneration is fee based and Helm's philosophy is to invest patient capital in quality investments using systems and platforms that are good for the client, not an institutional owner.
View Top Employees from Helm Capital Pty Ltd| Website | http://www.helm.com.au |
| Revenue | $654000 |
| Employees | 3 (3 on RocketReach) |
| Founded | 2005 |
| Address | First Floor907 Canning Hwy, Mount Pleasant, Western Australia 6153, AU |
| Phone | +61 8 9316 4801 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Intergenerational Wealth, Supersolid Financial Advice, Wealth Creation Advisors |
| SIC | SIC Code 679 Companies, SIC Code 67 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Helm Capital Pty Ltd Questions
The Helm Capital Pty Ltd annual revenue was $654000 in 2023.
3 people are employed at Helm Capital Pty Ltd.
Helm Capital Pty Ltd is based in Mount Pleasant, Western Australia.
The NAICS codes for Helm Capital Pty Ltd are [52, 5239, 523].
The SIC codes for Helm Capital Pty Ltd are [679, 67].
Top Helm Capital Pty Ltd Employees
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