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 UsVALUE TO CLIENT
ADVICE
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INVESTMENTS
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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 USWe employ a simple 1,2,3 approach with our clients
We will hold your hand & start your strategy dance session
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