WELCOME

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.

Financial Planning

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

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

ADVICE
80
INVESTMENTS
20
CLIENT FEEDBACK

Financial planning is about establishing a long-term strategy to secure your financial future with the lifestyle and living standards you desire.

CONTACT US

We employ a simple 1,2,3 approach with our clients

We will hold your hand & start your strategy dance session

Initial Consultation

We will spend time assessing the following:

Your current personal financial position
Your goals and objectives
Identify financial issues

Preparation of Statement of Advice

At this meeting we will present your Statement of Advice in detail and ensure that you understand all aspects of our recommendation.

Implementation of Recommendations

we will put in place the recommendations agreed upon in your Statement of Advice.
Our dedicated Client Service team will handle all of the administrative issues associated with your Financial Plan from this point forward.

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.”

Liz

“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.”

Frank

“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.”

Michael

“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.”

Would You Like To Learn More?

Drop us a line and tell us your about your story and financial goals. Our team would love to help.

Email Us