SECURING YOUR FINANCIAL FUTURE
Welcome to Power Financial Planning
Too many people leave their financial future to chance. Secure the kind of future you’re looking for by working with Judy and her team. Having control over your future finances will ensure peace of mind moving forward.
Power Financial Planning work hard to provide clear straightforward professional advice, while demystifying the planning process, allowing complete understanding of where you are and how to get to where you want to be.
Building strong respectful and trusted relationships with our clients is essential. It is very important for both the client and our team to have mutual respect for the other, we want you to know we always have your best interest at the heart of all we do. This respect is reflected proudly with our exceptionally loyal and highly satisfied clients.
How it all works
Come in for an obligation free meeting. We will chat and get an understanding of your situation and identify your goals and priorities.
After meeting with you, we analyse your situation and put together and present your plan to you. Explaining and ensuring all aspects are clear for you and agree on a fee.
Next, together we put your plan into action. We answer any questions.
Finally, our team reviews and adjusts your plan as your life happens.
Types of advice
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INSURANCE
AGED CARE
INVESTMENTS /
WEALTH CREATION
ESTATE PLANNING
SUPERANNUATION
CENTRELINK
RETIREMENT PLANNING
We offer a range of advice across all levels of planning. It is never too early to start planning.
We can provide assistance with the management of your debt, taxation minimisation advice, insurances, assets and investment management, and retirement planning.
Come in and see us
Your first meeting is at our cost and obligation free. Meet with Judy and the team to start a conversation about your current situation, what is important and how to secure your financial future.