Helium Financial Wellness | Empower Your Team
Helium Financial Wellness
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Helium Financial Wellness

Empower Your Team.
Elevate Your Business.

At Helium Financial Wellness, we help forward-thinking companies strengthen their workforce by improving employees' financial wellbeing. Happier teams. Lower stress. Better performance.

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The Smart Solution to Cost of Living Pressure

Businesses walk a fine path between keeping competitive with employee remuneration while maintaining a sustainable profit margin. Financial wellness delivers greater value to employees at a fraction of the cost.

  • Complimentary/employer subsidised financial consultations ($450 value per employee)
  • Optimised superannuation and insurance plans
  • Discounted mortgage and loan rates
  • AIA Vitality lifestyle benefits program
  • Reduced financial stress and improved mental wellness
  • Higher employee engagement and productivity

Calculate Your Business Impact

100
50 5,000
$75,000
$45,000 $200,000
$337,500 Savings in Reduced Staff Turnover
$62,968 Increased Productivity
$2,500 Packages From
Get Custom ROI Analysis

Comprehensive Employee Benefits

Financial Consultations

Each employee receives a free 1-hour consultation with a senior financial planner valued at $450, providing personalised financial advice.

Insurance Optimisation

Employees save on insurance premiums while getting better coverage through our partner network and expert advice.

Superannuation Boost

Optimised super funds can generate an additional $328k over 20 years for the average employee through better returns and lower fees.

AIA Vitality Program

Access to exclusive discounts: 50% off flights, movie tickets, gym memberships, and up to $500 in grocery vouchers.

Our Trusted Partners

Helium collaborates with industry leaders to deliver comprehensive financial wellness solutions

Sydney Private Wealth

Sydney Private Wealth

Wealth management and financial planning specialists

Lydian Mortgages

Lydian Mortgages

Mortgage broking and home loan specialists

Country to Coast Finance

Country to Coast Finance

Regional financial services and lending solutions

Tact Advisory

Tact Advisory

Strategic business and financial advisory services

Colonial First State

Colonial First State

Superannuation and retirement planning experts

BC Insurance

BC Insurance

Comprehensive insurance solutions

AIA Vitality

AIA Vitality

Health and wellness program with client rewards

Workhappy Wellness

Workhappy Wellness

Employee wellness and engagement solutions

Want to become a partner? Join our network of industry leaders.

Become a Partner

Ready to Transform Your Workplace?

Join leading Australian companies investing in their most valuable asset: their people.

Contact Us Today

Get in Touch


hq@heliumfinancialwellness.com.au


L36 1 Macquarie Place, Sydney NSW 2000

© Helium Financial Wellness. All rights reserved.

Contact: hq@heliumfinancialwellness.com.au

Contact Us

Level 36 1 Macquarie Place, Sydney NSW 2000

Phone: 02 9188 0815

Q: Do we have to use all the members of the team?

A: No. You're welcome to use as many or as few of our members as you wish. If you'd like to use your accountant while getting advice from our financial advice team we're happy to accomodate.


Q: What are the benefits to having separate firms instead of a single large financial advice group?

A: We only work with the best and brightest that can service our clients. Having separate experts allows an all star team as opposed to a static large company that has to send clients to their internal departments.

Q: Do you service remote clients?

A: Partners of the Helium program have clients from Mackay, QLD to Belmont, WA. If you like vegemite and know about Emperor Nasi Goreng's rabbit fence, we're only one call away.