Knowledge is power. Here’s a collection of relevant articles on financial planning and investment management .
When Life Shakes
Why Didn't My Mortgage Rate Drop When the OCR Fell?
Nobody is bad with money…….
We treat financial capability as a private matter. It isn't. When it's low across a population, we all carry the cost.
The Fortnight Nobody Prepares You For: money admin after your partner dies
Do You Need a Financial Planner when you have AI?
How to select a financial adviser who acts in your best interest.
Women Over 45: Building Wealth With Clear Eyes in 2026
Sumita featured in “Finance over 50” series by TVNZ+.
TVNZ+ web feature interview with Emily Simpson about money story.
Independent Adviser? What does that even mean?
Sumita Paul, an independent, fee based adviser.
Finding Your Financial Power After 40: A New Zealand Woman's Guide to Mid-Life Wealth Confidence
Mid life is a time when you can start planning for a 15 year investment to build your retirement capital. Here are some smart ways to build wealth.
The Motherhood Penalty and Financial Wellbeing in Aotearoa: What the Research Tells Us — and What We Can Do About It
Motherhood penalty
When Money Gets in the Way of Healthcare: The Hidden Cost of Being a Woman
When women can't afford to look after themselves today, the long-term gender wealth gap widens further tomorrow.
Parenthood, Gender Equity, and Retirement: What Couples Can Do
Parenthood is an important stage where financial planning is required to manage the impact of this change.
"Couple discussing retirement planning in New Zealand"
How Self-Employed Professionals Can Boost Their Retirement Savings.
Self-employed professional working and reviewing retirement savings with Athena Wealth adviser Sumita Paul.
Midlife Money Makeover: 5 Tips for Women to Thrive Financially
Empower your financial future with 5 practical tips tailored for women in midlife. Learn how to boost savings, invest wisely, and take control of your money journey with Athena Wealth’s expert guidance.