Athena Wealth NZ

Sumita Paul  CERTIFIED FINANCIAL PLANNER CM

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We are an independent, fee based, financial advice practice. We have a special focus on working with women on their wealth building journey.

Our financial plans give our clients a realistic financial perspective of their preferred life journey. Feedback from our clients has shown how helpful a plan is for their financial well-being, and thereby their overall well-being.

Talk to us about:

 

  • Investment planning - where should you invest & how much.
  • Estate planning - how do you ensure your assets are used how your would like them to and benefits the right people.
  • Cashflow management - the best way to utilize your income and other resources.
  • Financial planning - a comprehensive view of all aspects of your finances including all of the above