Wealth Management with a Certified Financial Planner
Wealth means different things to different people. It may not always be measured in financial terms either. Every person’s circumstances are different and they have their own unique goals in life. We understand that.
We work with you to define your life goals, chart out a path to make it happen and then structure your financial assets to help achieve them.
At Athena Wealth we believe in FINANCIAL EMPOWERMENT for all. Financial empowerment starts with you being aware of your attitude and feelings about money and wealth. Any gaps in knowledge on your finances can sometimes make you feel vulnerable.
We work with you to understand biases you may have and to CLOSE THE GAP in knowledge that you need to make financial decisions.
Education and awareness builds confidence in you to make informed, rational decisions that help in achieving life goals that are of the highest priority for you.
We are passionate about wiping out the gender wealth gap that exists in New Zealand.
Our name symbolises WISDOM and RATIONAL THOUGHT, which are integral to how we create practical financial plans, personalised to you.
Our investment philosophy is to create SUSTAINABLE solutions to suit your personal circumstances that YOU have CONTROL over. We are also fiercely INDEPENDENT of product and service providers. The only financial compensation we receive is from YOU, our client - so nothing interferes with our decisions.
After all, it’s ALL ABOUT YOU.
We work with clients from all over NZ, offering financial planning and investment management services.
Our Principal Financial Planner - Sumita Paul
Our Services
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Financial Planning
A financial plan helps in guiding you to set the direction to achieve your goals.
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Investment Management
Ongoing investment portfolio management services.
Every Journey Is Different…………Whatever your financial goal is, the journey to get there has to be enjoyable. Building achievable plans by exploring different financial scenarios will make that possible. We can help you make those plans achievable
Super Diverse Women | Financial Well-Being Seminar for Women, 2019.
IFA / Financial Advice NZ Conference | Speaking on Investor Behaviour, 2018
Our Principal Financial Planner - Sumita Paul
Financial Adviser (FSP 118344)
Certified Financial Planner CM (CFPCM)
Member of the Trustees & Executor Institute (METI)
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 portfolio 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 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 setup 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 am 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) , Massey University and a National Certificate in Financial Services. Early in my career I gained a Masters in Business Administration (MBA). (Read our Disclosure Statement)
I am 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 as a Trustee of the Grief Centre.
The CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
CFPCM is a registered certification mark and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc. is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.
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Get in Touch with Athena Wealth Now
Let’s chat about your financial future today! For advice, planning and management get in touch with Athena Wealth today.
Privacy Statement for Athena Wealth
At Athena Wealth, we are committed to protecting your privacy and complying with our obligations under the Privacy Act 2020. This statement outlines how we collect, use, store, and share your personal information.
1. Personal Information We Collect
We collect personal information directly from you when you:
Engage our financial advisory services
Complete onboarding forms or surveys
Communicate with us via email, phone, or meetings
Use our digital platforms or participate in webinars
This may include your name, contact details, financial information, investment goals, and other data relevant to providing financial advice.
2. How We Use Your Information
We use your personal information to:
Deliver tailored financial advice
Facilitate investment transactions
Comply with regulatory obligations (e.g. FMA, AML/CFT)
Communicate updates and reports
Improve our services and client experience
3. Disclosure and Sharing
We may share your information with:
Investment platforms and custodians
Regulatory bodies (e.g. FMA)
Accredited requestors under the Consumer Data Right (CDR) framework, with your explicit consent
Service providers (e.g. IT, compliance, accounting)
Other professionals (e.g. solicitors, accountants) when required to complement our advice and as requested by you
We do not sell or rent your personal information.
4. Security Measures
We implement robust cybersecurity protocols including:
Encryption and secure storage
Access controls and authentication
Regular audits and breach response plans
5. Your Rights
You have the right to:
Access your personal information
Request corrections
Withdraw consent for data sharing
Lodge complaints (see our Complaints Handling Policy under Disclosure)
6. Accredited Requestors
Under the CDR framework, Athena Wealth may act as an accredited requestor. We will only collect data from designated banks with your explicit consent and in accordance with applicable regulations.
7. Contact Us
For privacy-related queries or complaints, please contact:
Sumita Paul
Email: sumita@athenawealth.nz
Phone: +64 21 210 8787
Address: 2 Murano Place, Chatswood, Auckland
This policy is reviewed annually and updated as needed to reflect changes in legislation or business practices.