James Hodder profile photo

James Hodder

Helm Capital Pty Ltd

Gold
40 Yrs Experience
Mount Pleasant, WA 6153

Helm Capital is a privately owned family company.  Managing director James Hodder has provided over 30 years of financial planning services to the local community and generations of clients.

We are a boutique professional services group specialising in investment advice and high-value strategic financial planning services to clients, their companies, trusts and superannuation funds.

Helm was established in response to the growing demand from discerning clients seeking personal financial advice from a firm not controlled by large financial institutions or product providers.

Helm Capital welcomes those seeking advice on how to strengthen their finances, build wealth and maintain it throughout retirement.

Our work is focused on ensuring you, as a Helm Client, are well informed, well prepared and well positioned to achieve your financial goals and are getting the most out of your assets year after year.

Our business model puts very little emphasis on advertising and sourcing new business because we choose to let our work speak for us through word of mouth. Which is why our number one priority is client satisfaction. It’s critical that we demonstrate, at every opportunity, that we are worthy of the belief and trust that our clients place in us, by consistently exceeding expectations and delivering an excellent service that keeps our clients coming back year after year.

To get in contact, visit our website www.helm.com.au call Helm Capital on 08 9316 4801 or email James directly at jhodder@helm.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 1984
  • Years of experience 40
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Helm Capital Pty Ltd

Level 1, 907 Canning Hwy
Mount Pleasant, WA 6153

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Helm Capital Pty Ltd

AFSL 286904