Sorted at Work sessions help NZers increase their awareness, learn concepts, develop strategies, and feel confident about planning their financial future.

Te Ara Ahunga Ora Retirement Commission develops the content for all the Sorted at Work courses and is therefore independent in nature and is not aligned to any private financial institution, bank, insurance company or KiwiSaver provider.

Who will be facilitating the sessions?

Sumita Paul is a qualified and experienced Te Ara Ahunga Ora accredited facilitator for Sorted at Work programmes. When you book a Sorted at Work facilitator, you’re booking someone who:

Is accredited and quality assured by Sorted (a government-funded service)
Is independent and impartial
Gives financial information, not advice
Does not endorse, refer to or dismiss any specific products, services, providers or beliefs.

Sumita is an independent financial planner and the founder of Athena Wealth. She is a Certified Financial Planner CM with over 25 years of experience in the New Zealand financial services and trustee industry.

Sumita’s LinkedIn profile

Link to Athena Wealth

How much should I budget for my employees' financial well-being education?

Please find below more information on the price of financial well-being for your workplace and learn more about how to support your employees with a combination of;