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.