A team of trusted advisers.
Our financial services professionals have over 150 collective years of industry experience.
From individual tax returns, financial structure advice to helping you pool funds in self-managed super, we have the know-how. Tried and tested.
Our approach to service excellence.
Our commitment to service excellence is what drives us.
We conduct a biennial client survey to keep us on track, giving you the confidence to partner with us.
Our Net Promoter Score
The Net Promoter Score (NPS) measures client satisfaction and client advocacy.
We scored 60.4 in 2017.
The industry index ranges from 8 to 60. This means we are leading our peers in delivering exceptional client experiences in the financial services industry.
We're leading the wealth
revolution, one person at a time.
A 27.1% uplift in the index from our Net Promoter Score (NPS) in 2015.
of our clients rated the quality of our services as either very high or high.
of our clients agree Qi Wealth acted as their trusted adviser in 2017.
Our passion to change
lives for the better is what
brings us together.
Qi Wealth cares about their clients, its not just about facts and figures. They always work with me to sort out challenges and how we can overcome them. Its a team.
Director/Management Consultant, Samperi Consulting Group Pty Ltd
Diverse services in one place.
Filmmaker & Photographer
A professional reliable business of high standard and esteem. Friendly and polished people. 5 Stars.
Have the long game in mind, not focussed on short term commission. They have enhanced my SMSF strategy in line with my changing financial situation.
Program Director, Transport Industry
Group of experts in their field that cover all your financial needs both individually and as a team. Keep you well informed.
Qi Wealth conducted a complete review of our financial status, and provided advice on financial structures. The service Qi Wealth provide is consistent and helpful.
Consultant, Director & Executive Coach
Qi Wealth can help you set yourself up for the future…[and]… get ahead of the game. As we move towards retirement, Qi Wealth has kept us on our pathway to be debt free by 2018.
School Teacher, Education Industry
Qi Wealth offers a team of highly skilled personnel… who offer high quality and accessible services.
Co-Founder & Global CEO, ECN International
My trusted advisors.
Executive Manager, Group Productivity, Banking Industry
Very comprehensive advice and a pleasure to deal with. Provided me with options even though my income has temporarily reduced.
Qi Wealth assisted in the purchase of my first home and provided advice about future financial strategies. They were professional, approachable and able to give advice in an easily digestible format.
Qi Wealth structured our finances to achieve long term financial goals while achieving short term lifestyle outcomes. They offer great strategy, are approachable and accessible, and gave us confidence in our financial situation.
Practice Leader Design & Planning, AECOM
Qi Wealth completed a full financial assessment and plan, having consideration to [my] personal goals, circumstances and aspirations. Appreciate the holistic view and the speed at which we were able to begin implementing the plan.
Financial Services Industry
Qi Wealth ensured my finances are in order and assisted in establishing all my requirements as a sole practitioner. The accountants are excellent and trustworthy.
Qi Wealth has been instrumental in taking care of my income tax affairs and helping us set up an investment strategy for our SMSF. They are great at explaining the often complex issues around tax and wealth management in a really clear and easy to understand way.
Very personal service. They take time to really understand your goals. Very responsive.
Government Relations & Communications Director, Technology/Engineering Industry