"Our Core Standards Serve as the Foundation
of behaviors whats drives us "

Our Story

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.

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.

WE ARE QI WEALTH

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 TEAM

With a wide variety of technical skills and experience, our dedicated team is here to help, every step of the way.

Our highly skilled, diverse and passionate team of professionals are committed to service excellence. Their driving passion is to take you on a journey from setting your financial goals to achieving them. Our number one focus is to give you the confidence and peace of mind that you are on your way to achieving your lifelong goals.

At the heart of Qi Wealth is our commitment to deliver the best results that reflect client circumstances.