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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

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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

(CLICK ON THE ICON TO LEARN MORE)

Insurance

INSURANCE

Aged care

AGED CARE

Investment / wealth creation

INVESTMENTS /
WEALTH CREATION

estate planning

ESTATE PLANNING

Superannuation

SUPERANNUATION

Centrelink

CENTRELINK

Retirement planning

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.

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PHONE      07 3219 1273  

EMAIL         judy.dolan@powerfp.com.au

OFFICE       Suite 3, Ground Floor, Banksia Building,                          Garden Square, 643 Kessels Road,
                  Upper Mount Gravatt QLD 4122 
                  (off Macgregor Street)

 

(Formerly NAB Financial Planning Upper Mount Gravatt Pty Ltd)

ACN 603 079 287/ABN 12 603 079 287

Corporate Authorised Representative GWM Adviser Services Limited

Australian Financial Services Licensee 230692

Judy Dolan (Power) and Power Financial Planning Pty Ltd are Authorised Representatives of GWM Adviser Services Limited ABN 96002 071 749, AFSL No 230692 (‘GWMAS’), Registered Office at 105–153 Miller Street North Sydney NSW 2060. GWMAS is part of the National Australia Bank Limited (‘NAB’) Group (‘NAB Group’) of companies.

 

<General Advice Warning>

Any advice or information in this publication is of a general nature only and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs.

 

The material contained in this website is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.

 

Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this website.