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

To be Australia’s number one integrated financial planning, superannuation and accounting services firm by harnessing a ‘winning spirit’ in everything we do.

Purpose

To create meaningful positive relationships that change the lives of our clients and our people for the better.

Our Values

Trust

Transparent, dependable and astute.

Passion

A winning spirit in all that we do.

Loyalty

Transparent, dependable and astute.

Quality

Seek continual improvement and attention to detail.

Team work

Take ownership, collaborate and show respect.