Judy Dolan

Power Financial Planning

Platinum

24 Yrs Experience

Upper Mount Gravatt, QLD 4122

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At Power Financial Planning, we actively work with our clients to help them achieve their financial goals. We strongly believe that too many people leave their financial future to chance and as a result of this we are passionate about helping our clients achieve

financial success by providing them with clear, straightforward and professional advice and demystifying the planning process, allowing them to take control of their financial future.

Our clients are the centre of everything that we do. We find out what motivates them, what they like to do, and what they want to achieve. We look at different strategies or solutions that will help them meet their needs. Every client is different. They all have different goals that they want to achieve. We provide holistic financial planning to help them achieve these goals.

In my 20 plus years as a financial planner and with more than half of those in the local Mount Gravatt community, I have had the privilege of helping over a thousand people achieve their financial goals.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Aged Care
Borrowing
Growing Assets
Wills & Estates

5.00 December 2024

Judy has provided me with excellent financial advice over the last two years. After coming to her when I received a substantial inheritance, and not knowing what to do with it, she was able to work out a sensible super plan, investment plan and budget to account for a splurge while still making our money work for us in the long term. She has gone to great lengths to provide advice and make sure we understand her suggestions while still allowing us the final choice as to which areas we want to follow. I would recommend her services to anyone needing financial guidance.

5.00 December 2024

Over the time Judy has been our adviser, our needs have most ably met, our holdings have been simplified and our returns have been excellent. She has explained the complexities of the ever changing rules governing our Self Managed Super Fund so that we both have a good understanding of our holdings and the direction we are going. We have no reservations about referring her to our friends and acquaintances and in fact constantly do so.

5.00 December 2024

Judy has always provided sound financial over the many years we have used her services. Her advice has always been timely and considered and takes into account our specific and changing goals. Her guidance has enabled us to retire comfortably and feel confident in meeting our future needs.

5.00 December 2024

Judy is very knowledgeable and experience & qualifications in the financial industry to give the correct sound advice to individuals and others that required it. Always there for you if you run into problems to do with financial issues.

5.00 December 2024

I have been a client of Judy's for more than 20 years. It is thanks to the excellent job Judy does that I am in the position I am today. This includes the insurance Judy had put in place for me which I needed to claim on a couple of years ago. That enabled me to take the time off I needed to recover and rehab and ensured my retirement goals were not impacted. As I transition towards retirement I feel extremely confident in my position which has been thanks to Judy's advice. I am now in a position to retire well before the official retirement age - which was the goal I set when I first saw Judy two decades ago. I highly recommend Judy and I refer anyone I know who needs advice to her - all of my friends have been extremely happy with Judy as well.