Established in 2014, Athena Wealth Planning is here to provide clear, independent financial planning and advice tailored to your individual and business needs.

Athena truly puts your interests first and holds our, and your, core values at heart.

We are proud to be Chartered Financial Planners and to offer whole of market investment advice and strategies. We are proud to offer a very personal service.

Our greatest wish
Is for you to know that you have plans in place to make sure you have enough money to live the life you want.

This doesn’t come from owning a financial product or a series of financial products … it comes from having a clear understanding of financial goals and a clear plan to achieve them. And … it comes from us having a clear understanding of your 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.

That’s why we are here for you, here for business, here for life

Athena Wealth Planning Ltd

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