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Judy Power

 Judy Power

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643 Kessels Road Suite 3, Ground Floor, Tower C, Garden Square
Upper Mt Gravatt
QLD
4122
AU

Overview CONTACT THE ADVISER

Judy Power Judy Power

total Reviews

85

Experience

17yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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 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 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.

 

Company:

Nab Financial Planning Upper Mount Gravatt Pty Ltd
Nab Financial Planning Upper Mount Gravatt Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $1650
  • Ongoing Advice starting from $1320

Latest Customer Reviews (3 of 85 total)See all

"Very Helpful is assisting in achieving my retirement goal."

Jill, 56-65 20 Jul 2017

"Judy is a star, we have had other Financial Advisors until we were fortunate to find Judy. The others were rank amateurs comparatively in all aspects. Held in very high regard by both of us."

John, 65+ 11 Jul 2017

"I have been with Judy since 2004. She has guided me over the years, taught me to have a budget and make sound financial plans. She is there for me whenever I have a query, she responds promptly to my emails. Judy clearly explains the financial situation and the changes that come about in a manner so that I clearly understand the implications. The annual reviews confirm that I am on track for my future. She exudes a high level of professionalism."

Maureen, 56-65 1 Jul 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 17 years total experience

My Videos CONTACT THE ADVISER

Introduction to Judy Power - Nab Financial Planning Upper Mount Gravatt

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 3, Ground Floor, Tower C, Garden Square
643 Kessels Road, Upper Mt Gravatt
QLD 4122 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 85 Total Reviews
Jill, 56-6520 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very Helpful is assisting in achieving my retirement goal."

John, 65+11 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy is a star, we have had other Financial Advisors until we were fortunate to find Judy. The others were rank amateurs comparatively in all aspects. Held in very high regard by both of us."

Maureen, 56-6501 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been with Judy since 2004. She has guided me over the years, taught me to have a budget and make sound financial plans. She is there for me whenever I have a query, she responds promptly to my emails. Judy clearly explains the financial situation and the changes that come about in a manner so that I clearly understand the implications. The annual reviews confirm that I am on track for my future. She exudes a high level of professionalism."

Marjory, 65+28 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy has been my trusted adviser since 2003. She has managed to steer me towards a more secure future once I retire from work. She has always understood my circumstances, both personal and professional and has worked within those parameters to provide sound advice."

Shirley, 65+28 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"i AM VERY HAPPY THE WAY jUDY IS HANDLING MY FINANCIAL AFFAIRS"

Andrew, 46-5526 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been a client of Judy's for over 14 years and wouldn't hesitate to recommend her to my friends and family. I am confident I am set up for a comfortable retirement and am glad I started investing early to enable me to achieve my goals. "

Jan, 65+20 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would highly recommend Judy to anyone who is looking for financial planning and advice. I have dealt with her for over 10 years and wouldn't even consider dealing with anyone else."

Mark and Barb, 56-6519 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy explained things very well and how it impacted on our situation. We have confidence that our future finances will be the best they can be. "

Allan, 56-6512 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy has been my adviser since 2009 and has helped me improve my situation in preparation for my retirement. With her help I look forward to retiring earlier."

Grant, 46-5512 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We've been using Judy for 5 years and are very happy with the advice she has given and the performance of our portfolio over that time. Highly recommend."

Jenny, 56-6502 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy has been essential on planning for retirement strategies. Her team is efficient and thorough. Highly recommend her services."

Brian, 65+30 May 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Judy Power is an outstanding financial adviser, so meticulous and understanding of your requirements and what's needed to guide each couple through the complex maze of uncertainty that surrounds retirement. A true champion. Thank you, Brian Forbes. "

Sylvie, 65+16 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are more than happy with Judy's services and advice she has provided us."

Texas, 65+12 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are extremely happy with the professional advice that Judy has provided and we consider her to be a friend as well as our adviser. "

Patricia, 65+05 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy's advice has always been very helpful. She explains things thoroughly. As I was getting older I wanted to simplify things and Judy was able to do this for me. "

Lance, 65+05 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy has provided us with the best advice to grow our Super Fund and the returns have been excellent. The 3 previous advisers were pretty hopeless and charged high fees for mediocre results. Judy takes the time to ensure that we both understand the set up, running and management of our funds. In short, she runs our funds as if it were her own. Thank you Judy."

Alison, 56-6527 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Diane & Greg , 65+27 Apr 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"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. "

Antony, 56-6526 Apr 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Always a pleasure to deal with and keeps her knowledge current"

Ines, 65+24 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

1 2 3 4 5
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

NATIONAL AUSTRALIA BANK LIMITED

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
62
Customers

#2
Savings Investment
STRENGTH
59
Customers

#3
Building Super
STRENGTH
57
Customers

#4
Estate Planning
STRENGTH
42
Customers

#5
Insurance Protection
STRENGTH
39
Customers

x

Overall rating

100%

Judy Power

Company: Nab Financial Planning Upper Mount Gravatt Pty Ltd

Download detailed report card


How is this calculated?

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)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%