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Qi Wealth
Accounting & Finance
<50 Employees
0Jobs0Boss
Diverse TeamFlat OrganisationEnglish SpeakingPromote Learning
About
Culture and life
About Company
John Hefferan and Brett Wing founded Qi Wealth in 2001. Together they had a vision to create a leading financial services company that would deliver tailored strategies to help clients realise their financial vision. Qi Wealth is a privately owned financial services company led by a dynamic team of financial advisers and accountants. The Sydney based firm was founded by John Hefferan, a qualified Certified Practicing Account (CPA) tax accountant and Brett Wing, a Certified Financial Planner (CFP). Together, the two have applied their experiences, passion and business acumen to build a multi-disciplinary team of wealth management professionals experienced in defining and developing tailored strategies that build and protect client wealth. We build relationships with our clients based on business and investment principles we believe are important for all successful partnerships, trust, security, openness and dependability. Because we are not tied to any financial institution or bank, we always offer unbiased strategies and advice. Our recommendations are what we know to be the best wealth creation solutions available and the most likely to result in successful outcomes for you. Our Mission 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. Our Values Our broad range of services is designed to give you an integrated offering that looks at all aspects of your financial situation. Whether it is for your personal, business, self-managed superannuation fund or corporate needs.
Company overview
Company size<50 Employees
IndustryAccounting & Finance
Financing stageUnfinanced / Angel
Media
Address

Level 7, 7/32 Martin Pl, 7/32 Martin Pl, Sydney NSW 2000, Australia

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