We Are Lotus Wealth Management.
A Financial Advisory Firm That Can Help You Make Informed Decisions, And Build Your Future Wealth.
The sooner you start thinking and working towards your financial future, the better prepared you will be in realising your objectives. Financial planning is relevant for people from all walks of life and all income levels.
Establishing a long-term strategy to achieve your goals.
Superannuation inc SMSF
Customised strategies suited to your evolving lifestyle.
Investment Management inc
Direct Equities Advice
Develop an individual investment strategy taking into consideration your investment risk comfort levels.
Retirement planning is relevant for people from all walks of life and all income levels.
Know This First
Supercharge Your Finances, And Set Yourself On A Path To Growth
Having clear, efficient and effective advice in a professional and appropriate manner will ensure you achieve your desired lifestyle and financial objectives.
Our Company Values
We Are Creators of Sound Growth Strategies & Thinkers Of Fresh Ideas.
As an independent business we pride ourselves on providing advice that is tailored purely for the client and devoid of any product push.
Ask Yourself This
Are We The Right Advisors For You?
If you're seeking a one off bit of advice, we're probably not the right firm for you. We only work with clients who understand the value of using a professional adviser, are fun to work with and for whom we can add substantial value. If you want to have a long term relationship with an advice firm that knows who you are, then don't hesitate to get in touch.About Us
VALUE TO CLIENT
We employ a simple 1,2,3 approach with our clients
We will hold your hand & start your strategy dance session
Fotoula & Athan
“Con's demeanour is professional, highlighted by his punctuality, preparedness, thoroughness and very pleasing results.
He is sincere and dedicated in his quest to bring maximum financial success to his clients, and is a great listener, taking into consideration opinions and requests from his customers.”
“I was previously lost in the ever-changing marketplace prior to coming on board with Lotus Wealth Management.
Con Stametalos, has been my financial advisor since 2013, and has given me confidence by balancing my investment portfolio and retirement planning.
He has communicated with me on many occasions at short notice, with kindness, understanding, and positive emotion.
Con is well informed regarding the marketplace, bringing confidence with his expertise.
Peace of Mind is paramount, and having tailor-made investment and estate planning initiatives is definitely comforting.”
“My wife and I have been clients of Con’s for more than 10 years. We initially sought advice from Con regarding our superannuation, but he now provides advice on all our financial matters. This is convenient as his knowledge of our finances allows him to provide assistance and the best advice on any financial decision we need to make. He has our best interests at heart.
He is easily contactable and his follow up calls and emails are prompt, friendly and courteous.
We have no hesitation in recommending Lotus Wealth Management.”
“I have a long standing relationship with Con. He has been looking after my portfolio for x years. I have always found him to be approachable, knowledgeable and supportive.
He has helped me strategise my portfolio to the point where I do not need to worry…my greatest comfort.
As a Financial Consultant…he is also a Friend and Confidant
I highly recommend Con to you.”