ADVICE SERVICES
At the very core of our business is our desire to change lives for the better, and that’s precisely what our Advice team is focused on.
We tailor solutions to your personal, self-managed superannuation, business and corporate financial needs. Our full range of financial advisory, taxation and support services help bring clarity and control to your evolving financial picture.
Advice Services
Personal:
At Qi Wealth, we offer the full range of financial advisory and support services to bring clarity and control to your evolving financial picture.
Our approach to personal financial advice stems from idea generation to strategy implementation, and portfolio management, never losing sight of your goals and aspirations.
Business:
As a business owner, you run the risk of not allowing yourself the time to think strategically regarding the growth path of your business. At Qi Wealth, we help companies to navigate their course with an integrated offering of accounting, taxation and business advisory services.
Corporate:
Employers increasingly view employee health and wellbeing as part of a brand. Employee benefit programs nowadays must embrace holistic initiatives incorporating the financial wellbeing of its employees to:
SMSF:
Managing your fund as an SMSF Trustee can be as complicated as it can be liberating. A fund’s structure is critical in safeguarding your retirement savings to optimise efficiency and your wealth position.
The rules and regulations of superannuation are complex and continually changing, making the role of your adviser all the more important.