TESTIMONIALS

Power Financial Planning is the same trusted team providing you with the professional and expert advice and support you have come to expect over the last two decades, simply with a fresh independent licensee.

 

Calling into the office, you will speak to the same staff members who continue to provide high level service and develop close working relationships with our clients.

After a bad financial experience, I needed a financial manager whose advice I could trust and who would develop a plan that met my needs. 

Judy Power was recommended to me as a trustworthy, experienced, and professional financial manager.  Judy has proved to be this and much more over the 20 years that she has worked with me on my finances. 

Judy is a great listener, very easy to talk to, and her advice is always tailored to my needs and situation. She has provided me with the two things I most needed – a solid financial plan to allow me to retire early and peace of mind with my finances.

ALISON DUHS

Having Judy as my financial advisor has:

  1. Ensured that my financial position at retirement is robust.

  2. Provided me with the support to make good financial decisions

  3. Given me a place to go when I need validation of a financial decision.

  4. Given me the courage to take out an investment policy.

  5. Ensured that I have a Will and Power of Attorney in place.

  6. Ensured that I had the most efficient Salary Sacrificing package in place (Judy even organised the paperwork etc as she recognised that I would probably not follow through).

  7. Ensured that I had the most tax efficient financial processes in place and that I am always compliant with legislative changes.

  8. Made me more conscious of carefully considering the implications of my financial decisions.

  9. Kept me informed and in a ‘calm’ place during the GFC.

  10. Still allowed me sufficient disposable income to enjoy life now whilst developing financial stability for the future.

BARBARA MOTTRAM

Years ago, my husband Dominic and I decided it would be a good idea to get a financial planner to help us get the most out of our income and help us set and attain our financial goals.

Judy Power has been that financial planner for us for well over a decade now and has steered us well – through multiple house moves, growing education bills, building an investment portfolio and ensuring we had the necessary insurances just in case.

Well…just in case happened when my husband Dominic was involved in a serious cycling accident in September 2014 which nearly claimed his life twice. He sustained a traumatic brain injury, was hospitalized for months and it is still unclear as to his capacity to return to pre-accident functioning.

Once again, Judy has been excellent to me (not to mention patient with me) in guiding me through our finances, answering my numerous questions about insurances and interest payments, assisting me with mountains of paperwork and providing ongoing support whenever I needed it. I could not have been in safer hands.

I am fortunate that Judy agreed to take us on all those years ago and now feel privileged to have been the benefactor of all her advice and assistance during the years, particularly during the stressful times around Dominic’s accident.

MICHELLE KENNEDY

  • Facebook
  • LinkedIn

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.