Athena Wealth
Sumita Paul
Investment advising
Enjoy your life journey with choices!
Financial planning with Athena Wealth gives you answers to the “what ifs....?” so you can live your aspirational life and enjoy your life journey.
Who I help
Women over 45, couples in their 50s or NZers at a stage where they want to focus on what they want from the rest of their life journey and align their financial strategy to make it happen!
The problem I solve
I help find answers to the “what ifs” in life, to move beyond barriers to enable your aspirational life.
My point of difference
Independent, fee based, female focused, financial planner who can work with you to create and implement a strategy for your life journey.
My niche market
Women over 45 going through a transition in life, by choice or by chance.
Key benefits
1. Independent- Works in your best interest 2. Fee based - No conflict in remuneration as we do not work on commissions. 3. Personalised- your financial plan and recommendations are tailored to your needs. 4. Experienced- Sumita started her career as a financial adviser in 1999 with AMP Financial Services.
Problems my clients avoid
Wealth isn’t the goal. Choice is. That’s what timely financial planning buys you — not just security, but choice. ✨ The choice to walk away from something that isn’t working ✨ The choice to say yes to something bigger, even if it’s riskier ✨ The choice to change your mind, and still be okay Build the confidence to do what you would like to do by opening the path to financial security.. -The freedom to say yes to the sabbatical. -The pay cut for the job you actually love. -The early retirement. -The big move. -The slow year. Planning early doesn’t lock you in. It opens things up. It means when opportunity or change shows up, you get to meet it on your terms — not scramble to catch up. The earlier you plan, the more doors stay open.
About
An independent, financial planning practice that connects all aspects of your personal finance. Specialised in KiwiSaver advise and investment portfolio management.
Products and services
Diversified Investment Portfolios KiwiSaver Funds
Why I am a member
To be in the company of like minded business women and grow both personally and my business.
An offer for you
§ 10% discount on Financial Planning § 10% discount on Investment Planning
Skills
- Cashflow & forecasting
- Debt consolidation
- Health insurance
- Home loans
- Home, contents & vehicle
- Income protection
- KiwiSaver
- Life & trauma cover
- Portfolio & wealth management
- Retirement planning
An invitation
Reach out to have a no cost, no obligation, initial chat. https://www.athenawealth.nz/contact