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 October 2024

I have always found Judy to be very helpful and polite to all my questions. She is available whenever l need to enquire about any concerns l may have . I have been with her for a few years now and Judy is extremely thorough with all aspects of my investments.

4.75 October 2024

Judy is well organised making sure we plan for meetings and communicating between meetings when issues arise.

5.00 October 2024

Judy Dolan has been our financial adviser for over a number of years and has enabled us to plan and be best placed to prepare for life's ups and downs by ensuring we had appropriate insurances, savings, managing debt and to plan for retirement. Without her, we would not be in a position to achieve our financial goals and to transition to retirement.

5.00 September 2024

Judy Dolan has always been accessible when we have needed to contact her. She is very aware of any changes Government has made regarding Centrelink and Aged Care matters and it is a relief that she is able to deal very efficiently with these matters on our behalf.

Judy has a very strong and up to date knowledge of Market trends.

5.00 September 2024

Judy has been our advisor for over 20 years and during that time has very capably provided us with sound and insightful financial advice and strategies. We find Judy to be an excellent communicator who listens to understand and can explain complex topics very simply. We highly recommend Judy to anyone looking for advice at any life stage, and regardless of how 'hands on' or 'hands off' you prefer to be.