About Us
HELEN LEE
Over 14 years of experience working in a number of leading financial institutions giving her invaluable cross industry experience. A qualified Wealth Adviser who offers a full spectrum of strategic financial planning and investment advice with ongoing personalized service. She works with clients to find the best solutions to help them to achieve their financial goals. Helen aim to build strong, long lasting relationships with her clients to assist and guide them through each unique stage of their financial life. Helen has no association with the banks which means she answers only to the needs of her clients. There are no in-house products and there is never a concern for any conflict of interest.
Our Vision
Helen offers you great peace of mind knowing your finances are managed with only your best interests at heart. Serviced to individuals, trusts, estates, self-managed super funds, and professionals such as Doctors and Accountants. Helen provides customized strategies which meet clients ‘needs and objectives. Helen’s commitment to her clients is understanding client’s need and providing suitable financial solution with ongoing proactive service. To maintain a top level of service and helping clients’ financial goals become reality are the keys for her business.
Trust & Integrity
Expert Advise
Easy To Understand
Why Choose Us
Experience and Expertise:
Personalized Service
Client-Centric Approach
Commitment to Your Success
Our Mission
Our mission at Helen Financial Services is to empower individuals and businesses to achieve financial success and peace of mind. We strive to provide comprehensive financial planning and investment advice, always putting our clients’ best interests first. Through personalized service and ongoing support, we aim to help our clients navigate the complexities of finance with confidence and clarity.
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