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Grant Helm

Grant Helm

Senior Financial Planner

As an experienced financial services advisor, Grant has international experience, having worked in the UK, Ireland, and New Zealand, in both corporate and boutique financial planning firms. Grant draws on this wealth of experience to provide high-level strategic solutions for his clients.

Providing advice to a wide range of individuals, business, and corporate clients, Grant's philosophy is to help people grow and protect their wealth; simply, he makes sure the right amount of money is in the right place at the right time.

Grant's vast experience has seen him help many business owners with their wealth needs, implementing tailored succession plans and protection strategies, as well as assisting in the development of independent wealth accumulation strategies for the business owners and executives.


  • Insurance Services
  • International Audits
  • Superannuation