Helm Capital
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 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. James Hodder Managing Director and Senior Financial Advisor Qualifications: Bachelor of Engineering (UWA) Master of Business Administration (Melbourne University) Graduate Diploma – Securities Institute of Australia Senior Associate of The Financial Planning Association of Australia (FPA) Fellow of Financial Services Institute of Australasia My financial planning career gives me an opportunity to provide a quality service people can trust to guide them through making life’s important financial decisions. Before starting in the industry some 30 years ago, I’d seen people I cared about taken in by confidence tricks and ripped off. It struck me that quality advice from someone who truly cared was necessary to ensure people could maintain their dignity and financial freedom, especially in retirement. I started in the business in 1984. At the time it was quite unusual for a financial planner to have qualifications. Today it is unusual for one to have such a wealth of experience. In the three decades I’ve worked in the industry I’ve seen four financial crises, come to advise more than three generations of some families and had two children of my own. The industry landscape has changed significantly, becoming more professional (thankfully qualifications are now required) as well as more prominent in the public eye. I enjoy finding innovative solutions to client problems, I care deeply about it and spend a lot of time, some might say too much, tailoring personal advice so my clients can get through life with fewer worries about money. It’s a very complex field, with a lot of interactions between things like taxation and social security, and of course every client has unique circumstances. I enjoy thinking and planning and bringing ideas together and it gives me a great sense of satisfaction when I see my work bringing financial freedom and peace of mind to others. I’m also passionate about the investments themselves, about how investing in quality Australian companies, helping them do well can contribute to the well-being of the wider community through innovation and job-creation and also help my clients with their financial goals. I love being able to recommend whatever investments I feel are in the client’s interest, without having to satisfy any corporate quota or answer to any senior manager. Today this is quite unusual. Fewer than 10% of financial planning practices are in private hands like ours is. I’m particularly proud of times when I’ve been there for clients in times of difficulty and have been able to help them negotiate what is often a very daunting field. And it is very fulfilling to have been able to use my skills pro-bono to help organisations and individuals. I greatly value the trust my clients place in me and strive to do my level best to look after them and get them the best possible outcome without fear or favour.
Address: First floor, 907 Canning Hwy, Mount Pleasant, WA, Australia
Phone: +61 8 9316 4801
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