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Athena Wealth NZ
Financial advice practice
Contact details
- 021 210 8787
- sumita@athenawealth.co.nz
- http://www.athenawealth.nz
- Birkenhead, Auckland, 0626, New Zealand
Social media
Primary contact
- Sumita Paul
- 0212108787
- sumita@athenawealth.co.nz
About
Athena Wealth is an independent, fee-based financial advice practice. I founded this practice with the purpose of closing the gender wealth gap we see in NZ by working with women on their wealth building journey.
Financial plan is a feasibility report of your preferred life journey. It gives you options. Feedback from my clients has shown how beneficial a plan is for their financial well-being, and thereby their overall well-being.
You can talk to me about:
- Investment planning - where should you invest & how much.
- Estate planning – ensure the right people and structures are in place.
- Cashflow management – bang for every buck your earn.
- Retirement planning – KiwiSaver and beyond.
- Financial planning - a comprehensive plan covering all aspects of your financial assets to have an enjoyable life journey.