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Judy Power

 Judy Power

Share profile:
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

69

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 69 total)See all

"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."

Alison, 56-65 27 Apr 2017

"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. "

Diane & Greg , 65+ 27 Apr 2017

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

Antony, 56-65 26 Apr 2017

History & Qualifications CONTACT THE ADVISER

My membership

Financial Securities Institute of Australia (FINSIA)

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
  • 69 Total Reviews
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. "

James, 46-5522 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Rosanna, 46-5521 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Wayne, 35-4519 Apr 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"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."

Sandra, 35-4510 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

noel, 65+09 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Listens t0 your problems @ acts upon them,very easy to get on with. "

Moira, 35-4503 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"So thorough - unbelievable attention to detail. Would recommend Judy to anyone at any stage of life. "

Angus, 46-5503 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy is thorough, ethical and easy to talk with. "

ray, 65+03 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"AS always a great service provided from Judy Power, who keeps ahead of Client needs, Ray 4074"

John , 65+31 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Has her finger on the pulse and understands our short and long term requirements."

craig, 46-5529 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent service and understanding of my families situation allows Judy to provide relevant and valuable advice. Judys team are also fantastic "

David, 56-6528 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Patrick, 46-5523 Mar 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 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."

Jennifer, 46-5520 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Barbara, 56-6520 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Ian, 56-6519 Mar 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"We are more than happy with the service Judy provids"

Stuart, 56-6519 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Judy's advice and support to be excellent. We feel confident that we are in good hands and enjoy our interactions."

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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
49
Customers

#1
Savings Investment
STRENGTH
49
Customers

#2
Building Super
STRENGTH
47
Customers

#3
Insurance Protection
STRENGTH
34
Customers

#4
Estate Planning
STRENGTH
33
Customers

#5
Tax Effective Strategies
STRENGTH
25
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%