Sorry - This rating is invalid. Our records indicate you have already rated this adviser.
Sorry - This rating is invalid. You can't rate yourself.
Overall Adviser Rating
Average Customer Rating
Percentage of Positive Reviews
At NAB Financial Planning Upper Mount Gravatt, 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 achievefinancial 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 16 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.
Wealth investments greater than >$100k
All levels of income
"Judy provides excellent advice tailored to meet my specific needs. She is a great listener, sincerely interested in me and in understanding what's important to me."
"Judy is a very friendly, knowledgeable & caring person who carefully examines our needs to ensure that we have the most appropriate balance of investments to suit our current lifestyle & financial goals.
We transferred the management of our investments over to Judy in late 2010. We are confident that we have found an Advisor & her support team whom we can trust & rely upon to continue to provide excellent service for a positive result. "
"Always a pleasure to deal with and keeps her knowledge current"
For the past 17 years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
We are currently importing all qualifications and memberships from the ASIC register - please go to MoneySmart link here and lookup
Suite 3, Ground Floor, Tower C, Garden Square 643 Kessels Road, Upper Mt GravattQLD 4122 Australia
"My parents moved to Judy as their financial planner after being with previous planners. I sat in on her meetings with them as they are elderly and they wanted some assistance. They were very happy with the level of service provided from Judy and her staff, they felt very comfortable that Judy understood their needs and they wished that they had been with Judy as their financial planner from the start. "
"Judy provides excellent service & always professional with our dealings. Her advice is valuable advice, & greatly appreciated as this helps with the decision/s i have to make.
Also, Her team - Ros and Carol are friendly and helpful when i call to to speak to Judy. No hesitation in recommending Judy. "
"Judy has been my Financial Planner for 20 years +. She is committed to providing excellent service. Judy has a clear understanding of my circumstances which is important for me. I have no hesitation in recommending Judy to anyone as her priority is helping everyone reach their goals. "
"Judy is very knowledgable and no request is too big or small. Reviews are planned regularly and advice issued with client's best interests at heart and head. Products are only offered where required and/or requested and little judgment on circumstances is provided. Friendly and accommodating, Judy has received us when our previous advisor was absent, and previous work on our file was reconstructed and new recommendations offered without fuss."
"Judy brings a wealth of banking and planning knowledge to the role of advisor to us. She is highly personable, trustworthy and efficient. Judy keeps the client at the forefront of all her processes and recommendations. "
"Listens t0 your problems @ acts upon them,very easy to get on with.
"So thorough - unbelievable attention to detail. Would recommend Judy to anyone at any stage of life. "
"Judy is thorough, ethical and easy to talk with. "
"AS always a great service provided from Judy Power, who keeps ahead of Client needs, Ray 4074"
"Has her finger on the pulse and understands our short and long term requirements."
"Excellent service and understanding of my families situation allows Judy to provide relevant and valuable advice. Judys team are also fantastic "
"Judy's information and advice has helped us to be in a better position for our retirement. She keeps us on track and very well informed of any changes that may impact on your financial situation. We feel that she always has our best interest at heart. We have no hesitation in recommending our close friends and family."
"I have been a client of Judy's for over 10 years. She is always happy to help and assist me with any area regarding my finances. More than happy to pass on her details to friends and family."
"In the perspective of someone who is not financially minded it is very reassuring to work with someone who clearly has my best interests at heart. Couldn't be happier. "
"Judy has always been responsive to my needs, has a genuine interest in me as her client and I feel has always been honest in her approach to my financial situation."
"We are more than happy with the service Judy provids"
"We have found Judy's advice and support to be excellent. We feel confident that we are in good hands and enjoy our interactions."
While we may facilitate the review and introduction of Advisers, Customers of Adviser Ratings will be responsible for entering into their own agreement with Advisers introduced through our website. Adviser Ratings does not provide personal financial advice nor do we recommend or suggest a particular adviser is right for you. We provide information of a general nature and we do not take into consideration your personal objectives, financial situation or needs. Always consider whether the advice and information you are provided suits your needs. Adviser Ratings does not endorse, accept or adopt the Advisers on our site, the content of any profiles or the comments or discussion in any community forums. For further information about How We Rate Our Advisers, click here.
Per quote in our video, refer KPMG research undertaken for Financial Services Council
Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337.
Level 2, 50 Bridge Street, Sydney, NSW 2000, Australia
The overall rating is determined by a combination of the professional bodies Judy Power is a member of and in what capacity, the licensee or company of Judy Power and customer reviews (see detailed rating system)
We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Judy Power (see report card scoring)
Quality of Advice: 0%
Customer Satisfaction: 0%