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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

109

Experience

18yrs

Status

Platinum

Overall Adviser Rating

100

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
NAB Financial Planning

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 109 total)See all

"Judy is very knowledgeable in her field and has steered us towards a very comfortable retirement, which we could not have done ourselves !"

Nerida, 56-65 10 Aug 2018

"We have been working with Judy for a number of years now. She has always provided very sensible, well informed information, and throughout the years has never been remiss in following up suggested strategies. Helen 4122"

Helen, 65+ 6 Aug 2018

"Judy is very professional and takes a personal interest in our affairs."

Paul, 56-65 28 Jul 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 18 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
  • 109 Total Reviews
Nerida, 56-6510 Aug 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy is very knowledgeable in her field and has steered us towards a very comfortable retirement, which we could not have done ourselves !"

Helen, 65+06 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been working with Judy for a number of years now. She has always provided very sensible, well informed information, and throughout the years has never been remiss in following up suggested strategies. Helen 4122"

Paul, 56-6528 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy is very professional and takes a personal interest in our affairs."

Diane , 56-6518 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy is a professional and comprehensive advisor, she really takes the time to listen, explain and works out the best strategy now and for your future. It’s hard to find an trustworthy financial advisor so now I have found Judy I won’t be leaving. Thanks Judy "

Peter, 56-6517 Jan 2018
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 15 years and can't speak highly enough of her skills and sound advice."

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

"Judy has been our financial advisor for over 16 years and we think she's fantastic. She is very knowledgeable, provides considered advice in plain English, factors in what we want, and we always enjoy meeting up with her. We totally recommend her services."

Meg, 65+19 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy and staff provide valuable assistance and advice and always there to assist whenever I need help or guidance. "

Sharryn, 56-6508 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sharryn 4055 Judy is a true professional. I would not hesitate to recommend her to anyone. If you are looking for quality advice Judy is the person to go to. She has helped my husband and I out of what could have been a very expensive situation. "

Tony , 65+25 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" We would not be in the financial position in retirement without the expertise and advice of Judy. I would highly recommend her to anyone seeking financial advice"

Rhondda , 65+17 Sep 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"I find Judy very easy to talk to,she answers my questions in a way that is easy for me to understand,she is very thorough always asks what my needs are and explains how my assets are invested and that l always agree ."

Di, 65+08 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We felt comfortable with Judy from the first moment of meeting her and she has proven to be very approachable and knowledgeable. "

Trevor and Michelle, 56-6507 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy is a legend. Very accessible, knowledgeable and knows her job and looks after us."

Anne, 56-6505 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy has been our financial advisor for three years, and we are so happy we were refered to her, Judy has enabled us to move into retirement with confidence our future. "

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

"Judy is patient and her explanation of issues is clear and helpful. Judy and her team do not let us forget to complete actions."

Bill, 65+31 Aug 2017
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"Judy has been of great help in planning for my future needs and those of my beneficiaries"

Annette&Helmut , 65+31 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"JUDY IS VERY DILIGENT WITH HANDLING ALL OUR REQUIREMENTS , AND WE VERY MUCH APPRECIATE HER KNOWLEDGE AND EXPERTISE IN EXPLAINING AND RECOMMENDING ANY CHANGES BENEFICIAL TO OUR INVESTMENTS. SHE IS VERY HONEST AND A GREAT PERSON TO DEAL WITH. (Annette and Helmut 4ll5)"

Ken, 65+29 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My association with Judy extends over several years. Judy has always been thorough, punctual and sincere in providing her services and advice which I have always valued highly, "

Carole, 65+23 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Judy has been helping me for the last 15 years. She understands what my needs are and explains things well to me. "

Kristina, 35-4515 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been clients for 8 years. Judy provides exceptional advice suited to our personal circumstances. She always keeps us informed and explains in simple terms. We appreciate the ongoing reviews which keep us on track with our goals. "

Joseph and Genevieve, 65+11 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been with Judy for over 15 years and over this time we have always been 100% happy with her advice and guidance in preparing us for our retirement. We wouldn't change for anything in the world. She is always available to help us. "

1 2 3 4 5 6
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

NATIONAL AUSTRALIA BANK LIMITED
GPS WEALTH LTD

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
78
Customers

#2
Building Super
STRENGTH
76
Customers

#3
Savings Investment
STRENGTH
71
Customers

#4
Estate Planning
STRENGTH
50
Customers

#5
Insurance Protection
STRENGTH
47
Customers

x

Overall rating

100%

Judy Power

Company: NAB Financial Planning

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%