Leading the wealth revolution one person at a time.
John Hefferan (CPA) and Brett Wing (CFP) 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.
The combined passion, technical expertise and drive to lead a dynamic team of wealth management professionals has brought Qi Wealth to where it stands today, more focused and astute in delivering service excellence.
The values of Qi Wealth and our team in delivering trusted solutions that best reflect client circumstances is further validated by an exemplary Net Promoter Score of 60.4 from our 2017 Client Survey. The Net Promoter Score is an index ranging between -100 to 100, and is a measure of client satisfaction and advocacy. According to the Customer Experience Company in 2017, the industry average for financial services ranged from -16 to 60 for major and small Australian financial institutions.