Kia ora and welcome to another episode of The OneUp Project. In today's episode we discuss the elements of financial wellness with Sumita Paul an experienced financial planner. Sumita has her own financial planning business, Athena Wealth, where she empowers women to be in control of their money. I was most interested in Sumitas approach to finances as she see's it as a large ecosystem of wellness as opposed to something that happens in isolation. In the episode we discuss the following and more;
- What is financial wellness?
- How do we achieve financial wellness?
- Is net worth relevant?
- How do we begin our investing plan?
- What is estate planning?

You can find Athena Wealth here: https://www.athenawealth.nz/

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sarah@theoneupproject.nz

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DISCLAIMER:
The OneUp Project is an educational platform that provides information that is general in nature. There may be opinions or an individuals experience within this resource that should not be considered as recommendations or personal advice. Everyone’s financial situation is so different and you must use the information within this resource at your own risk. Please complete your own due diligence before making any decisions based on the information in this resource. I am not a financial advisor and if you require expert advice please seek advice from a professional.

155 - The key steps to financial wellness