About
Our recommendations are what we know to be the best wealth creation solutions
Our Approach
At the heart of Qi Wealth is our commitment to deliver the best results that reflect your circumstances. We are leading the wealth revolution and our commitment to excellence is what drives us. We take pride in our work and continually seek to improve our technical knowledge, practical skills and service to ensure we are well on our way to being Australia’s number one integrated financial planning, superannuation and accounting services firm
Vision
To lead the wealth revolution by helping our clients secure their financial well-being and changing their lives for the better.
Mission
Our Purpose
Our Journey
Our Founding
John Hefferan (CPA) and Brett Wing (CFP) founded Qi Wealth in 2001. Together they had the vision to create a leading financial services company that would deliver tailored strategies to help clients realize their financial vision.
Issued Our Own AFSL
Our AFSL demonstrates regulatory compliance and protects consumers. It enables organisations like Qi to legally provide financial advice, products, and services.
Business Advisory Expansion
Addison Grinham joins as Principal – Business Advisory, strengthening our business advisory services offering, and expanding our overall capabilities.
Expanding The Team
Michael Hart joins Qi Wealth as Principal & Head of Advice to strengthen financial advice and investment team.
Now, and Looking Ahead
With a commitment to service excellence and evolving advisory expertise, Qi Wealth is poised to foster deeper client relationships and innovative wealth solutions that support financial well-being well into the future.
Our Team
Director
Director
Principal - Business Advisory
Principal and Head of Advice
Manager, Business Advisory
Office Accountant
Supervisor
Financial Adviser
Associate Adviser
Accountant
Accountant
SMSF Manager