Inspire Growth
Money decisions compound. We want yours pointed in a direction that grows quietly for years.
Who we are
We help healthcare professionals build clarity, confidence, and a financial plan shaped around the life they want to lead.
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Our Why
Athena Financial was built to give people the knowledge, confidence, and support to make their money work harder for them. A financial plan should not feel like a collection of products or a conversation filled with confusion. It should be clear, personal, and connected to the life you are working to build.
We take the time to understand the whole picture, handcraft a strategy around your needs, and remain alongside you as your work, family, and priorities change. Our goal is to inspire growth, empower people, and transform lives through thoughtful financial guidance.

The meaning behind our name
Athena is the Greek goddess of wisdom and war. She is also, paradoxically, associated with peace and handicraft. Those ideas are the foundation of how we serve our clients.
Like you, we’re ambitious and want to be as well known as Athena in Athens.
We provide the knowledge and education to help you understand how to make your money work harder.
We give you financial peace of mind for whatever life throws at you.
We handcraft customized solutions tailored to each client.
Money decisions compound. We want yours pointed in a direction that grows quietly for years.
You should understand your own plan well enough to explain it to someone else. That is the test.
A tax structure or a policy is not the point. What it makes possible for your family is.

Financial Advisor and Founder
Ken has advised individuals, families and incorporated business owners since 2013.
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Financial Advisor
Erin focuses on children's futures: education savings, child cover and family income protection.
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Administrative Assistant
Lap keeps the bookkeeping and the day to day running, and is usually who you speak to first.
Read Lap's profileIt is a fair question to ask early, and most firms in this industry avoid answering it on their website. We answer it in full on a page of its own. See how we're paid, including what it costs you and whether it affects what we recommend.
Twenty minutes, no cost, no obligation. Bring the question that has been sitting at the back of your mind.