Financial Planning & Accounting services are two professions that both help our clients achieve their long-term financial & lifestyle goals. Over the past 12 months we have been working with Con Stamatelos of Lotus Wealth Management and introducing him to our clients as opportunities & needs present themselves.
We are delighted with his professionalism, customer care, outcomes and advice he’s been able to provide our clients. As a result, it’s with great delight that we announce that we now have a formal relationship with Lotus Wealth Management.
Going forward we’ll be providing you stories about great outcomes and initiatives he’s been able to achieve and provide for our clients. In the meantime please find attached a flyer about Lotus Wealth Management and Con’s details if you have the need for financial advice.
Call our office on 9842 1166 to arrange a meeting or to speak with Con.