Now in the year of her 10th anniversary, Athena Wealth Planning was established with the desire to create a wealth planning business with a difference. We truly place your needs first, and we hold you and our core values at the heart of all we do.
We are proud to be an Associate Firm of the Personal Finance Society offering whole of market advice and strategies; combined with our personal service, we have built a reputation as the wealth planners of choice in our local community.
Effective financial planning can truly change lives for the better, our hope is to help you have a clear understanding of your financial goals and to achieve them based on your personal priorities in life.
Not everyone needs a very large amount of money to keep them fulfilled, they do need to know what they have is well looked after.
Please visit our website or contact us for further information.