Sumita Paul
Athena Wealth
An independent, fee based Certified Financial Planner with over 25 years of work experience in NZ’s financial and trustee industry.
I am an independent Financial Planner and work predominately with women. I help clients going through separation and divorce understand the impact of the change in their financial circumstances, identifying their financial needs and the funds needed to cover any gaps that may exist to retain a reasonable lifestyle in the future. Financial planning in this scenario helps a person going through this transitional event to 1. Ascertain any shortfalls that may exist and find ways to close the gaps 2. Move forward with a certain level of financial certainty and confidence to start a new phase of life.