Member Spotlight

Club members have the opportunity to showcase your business to other club members and guests at a dinner meeting. Besides your 10 minute presentation on the evening, your business is also advertised in the club newsletter, website, club social media pages, and you may exhibit your promotional material on the dining tables on the evening of your presentation.

The Member Spotlight is an excellent opportunity to promote your business!

The cost is $50.00 for newsletter costs plus providing a $30.00 raffle prize, a total of $80.00 for members. This also entitles you to:

  • advertise in the newsletter
  • advertise on our website
  • place information about your business at every place setting
  • plus give a 10 minute presentation about your business

But be quick - book your Spotlight now! contact Daria.

Sumita Paul

I started my career as a Financial Adviser with AMP Financial Services in Takapuna, Auckland, in 1998. Later I joined Guardian Trust (Perpetual Guardian) and built my expertise in trusts and estate planning alongside managing investment portfolios for individuals, multi-generation families and philanthropic organisations. 

An integral part of my success as a Financial Planner and Trust Manager comes from my conviction in the importance of understanding my clients’ beliefs, motivations, expectations and big picture view of life. This approach has consistently helped me create practical solutions and establish plans that achieve my clients’ financial goals. 

After working within corporates for almost two decades, I went on to help set up a funds management business as part of its founding team. Having done so, I moved on to a privately held founder-led independent financial planning business before setting up Athena Wealth.

I'm a qualified Financial Adviser, a Certified Financial PlannerCM (CFPCM) and a member of the Executor and Trustee Institute. I hold a Graduate Diploma in Business Studies (Personal Financial Planning Endorsement) from Massey University and a National Certificate in Financial Services. I gained a Masters in Business Administration (MBA) early in my career.

I'm also an Accredited Investment Fiduciary (AIF), helping trustees of family and charitable trusts. My keen interest in Behavioural Finance led me to complete the Investment Decision and Behavioural Finance course at the Harvard Kennedy School.

Outside work, I give my time and expertise to YWCA Aotearoa NZ as a Board Member /Treasurer and Trustee of the Grief Centre.

Athena Wealth Sumita Paul

Athena Wealth NZ We believe in financial empowerment for all. Financial empowerment starts with you being aware of your attitude and feelings about money and wealth.

If you are keen to promote your business via a Spotlight but are worried about presenting to the group, Arlene Nicholson, a member of our committee and Learning & Development Consultant, will be happy to help you do it. 

Arlene trains and coaches people on presenting to others and will give you a free hour of her time to get some tips on how to do it. If you'd like to give it a go and would like her help, email: binspired.nz@gmail.com.

Arlene Nicholson   |   Learning & Development Consultant   |   www.binspired.nz

"I’ve been a member of the Auckland Executive Club for several years and came to realise that if I was to more than verbally connect with members, I needed to ‘step up’ and do a Spotlight. This was, at first, alarming and needed allocated time, but valuable professionally and personally. 

Since then I’ve done three… each one better than the last on my terms, as well as from feedback from fellow members and guests."

- Pamela Elliot, Intimo

"The Spotlight was a great way of promoting our major event this year and giving the attendees a better understanding of the issues and service we provide. People are totally unaware of the prevalence of sexual abuse. I was able to gain a lot of support and volunteers for our event Colour Me Purple form the night. We also had leads for engagement in our major campaign called #act2HELP with a retirement village willing to support us. I can't recommend the Hot Spot enough. Everyone's approachable. My only mistake was not to get the Akl Exec It person to help prior with my presentation. There is always someone to help at the club if you need it! "

- Ruth Davy, Fundraiser, HELP

"I came along to the networking evening without any expectations but in the hope I would meet some inspirational women. I certainly achieved that.

I learnt things I didn’t know, pondered over opinions, and was awed by Gaye’s achievements. Additionally I was entertained and educated by the speakers."

- Sharon Dawson, DirectSafety