Judy Dolan
Power Financial Planning
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Carmel, 65+ years, Sunnybank, QLD
"I have been a client of Judy's for almost 22 years. During this time I have been able to enjoy my retirement knowing that I don't have to be concerned about finances. Judy gives me plain English explanations & we work well together as a team.
Paperwork isn't my best forte, so I rely on Judy to assist me in this area. I am very happy to continue my association with Judy & her wonderful staff members.
I feel safe & secure with Judy & I hope our business relationship continues in the future."
- Government Assistance
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Review history
Carmel, 65+ years, Sunnybank Hills, QLD
"I have been a client with Judy since 2004. Over these last 20 years I have had many different situations confronting me. From being in the workforce, to family situations that affected me financially, to now being retired. However, if I didn't have Judy to rely on, I wouldn't be where I am today. I knew from the start that our business rapport was destined to be successful, as she made me feel comfortable with what I needed to do in my financial world. It can be very scary, but we have met many times over the years on a regular basis & each time there is always something different to challenge me. Judy, however, always has great advice & I always feel relieved when our meeting is finished. She sets me a task to help myself too, which is good for me, but, I never feel pressured into a deadline. Anything to do with paperwork & numbers is always mind boggling for me, so I'm very fortunate to Judy as she explains everything in plain English. I trust Judy to always advise me openly & honestly about all my financial affairs. Judy provided me with a strategy that enabled me to have my funds working hard, whilst it was always possible to have certain funds accessible if necessary. Her willingness to always respond to my questions & concerns is very admirable. She is at the ready & is happy to research anything that's of a complex nature. There are many areas of finance that Judy assists me with & I appreciate her ongoing advice in all areas. I am looking forward to a worry free retirement with happy memories of travel & other activities that I plan to attempt. Thank-you Judy for our financial partnership. I always appreciate that, but I always feel I'm meeting a friend as well, not (just) my financial adviser. I know I will always feel safe & secure in my financial arrangements & I hope that our business relationship will continue to grow & prosper. Many thanks to Judy & her team. Yours faithfully, Carmel Nolan"
Carmel, 65+ years, Sunnybank Hills, QLD
"I have known Judy for a number of years & I really don't know what I would do without her ongoing assistance. She is always available & continues to be there for me with prompt responses. I'm not always able to understand the skills she puts into practice but that's why I'm a client as I have total trust in our informed decisions we make together. She has the invaluable ability to always research any questions I may have with honesty & integrity. Her professional & friendly manner gives me confidence to allow her to undertake the work she does for me. I am truly grateful I have Judy as my Financial Adviser. I would definitely recommend Judy to my family & friends."
Carmel, 65+ years, Sunnybank Hills, QLD
"I have no idea how I would manage without Judy's expertise, advice & follow-through attitude. I feel very confident that Judy is & will be able to give me clarity & knowledge in order for me to benefit from our association."
Jan, 65+ years, Birkdale, QLD
"Judy's wealth of knowledge has helped us transform from our working life to be very comfortable in our retired life. It is very helpful that Judy interacts with us in terms of finance we can understand fully."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Review history
Jan, 65+ years, Birkdale, QLD
"I am able to understand all Judy's advice even though I have limited knowledge of financial matters."
Jan, 65+ years, Birkdale, QLD
"We have been going to Judy for many years and have had excellent advice from her in our working years enabling us to ease comfortably into our retirement. Her way of advising us of changes made by government and making sure our money is working correctly for our needs is done so we understand all the procedures."
Jan, 65+ years
"JUDY ALWAYS COMMUNICATES SO THAT WE CAN UNDERSTAND OUR FINANCES AND HER SERVICES ARE EXCELLENT WHICH WE NEED NOW IN OUR RETIREMENT."
Cliff, 56 - 65 years, Capalaba, QLD
"Judy is very experienced in her field and gives clear advice and is a pleasure to work with thank you"
- Government Assistance
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Tax Strategies
- Wills & Estates
Kylie, 46 - 55 years, Rochedale, QLD
"We have been dealing with Judy as our financial planner for many years. Her expertise and attention to detail is invaluable. Judy is reliable and easy to communicate with. We feel she always has our best interests in mind.
I would definitely recommend her to colleagues and family and friends."
- Superannuation
- Insurance Protection
- Shares & Investments
- Aged Care
Review history
Kylie, 46 - 55 years, Rochedale, QLD
"We have always found Judy to be very thorough in her work and very professional. Judy always takes the time to explain and advise us on all our investment, insurance and retirement strategies. We are very confident dealing with Judy and look forward to continuing our relationship."
Janet, 65+ years, Mount Gravatt, QLD
"Judy is a kind, caring person. Judy is very knowledgeable in her business. We have 100% confidence in Judy. Judy will explain everything in a way that we can understand. Judy always has the answers, if she doesn't she find a answer for us."
- Superannuation
- Retirement & Pension
Review history
Janet, 65+ years, Mount Gravatt, QLD
"Judy is a kind, caring person. Judy is very knowledgeable in her business. We have 100% confidence in Judy. Judy will explain everything in a way that we can understand. Judy always has the answers, if she doesn't she find a answer for us."
Janet, 65+ years, Mount Gravatt, QLD
"Judy is always friendly, has lots of knowledge, is always there to help us whenever needed.We have a lot of confidence and trust in Judy. Judy is always very professional and is always happy to answer any questions we have."
Janet, 56 - 65 years, Mount Gravatt, QLD
"Judy is a very friendly helpful person . I would recommend her to any one who is looking for financial help."
Grant, 56 - 65 years, Wakerley, QLD
"Judy has been our financial adviser since 2012, and her advice and service over that time have been outstanding. She has helped us navigate important financial decisions and build a plan that gives us confidence as we approach retirement. We highly recommend Judy to anyone looking for clear, thoughtful, and reliable financial guidance."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Cashflow & Income
- Complex Investments
- Small Business Advice
- Tax Strategies
- Wills & Estates
- Budgeting
Lynnette, 65+ years, Robina, QLD
"Her understanding of my needs leads to a good outcome"
- Superannuation
Gail, 65+ years, Middle Ridge, QLD
"Judy communicates very well with a broad knowledge and a wealth of experience."
- Shares & Investments
Review history
Gail, 65+ years, Middle Ridge, QLD
"I have found Judy very easy to deal with. She is knowledgeable, approachable and generous with her time. I started with zero knowledge of investments, and Judy always takes the time to explain the strategy, and ensures I understand."
Gail, 65+ years, Centenary Heights, QLD
"Judy has a wealth of knowledge regarding financial planning and is very easy to talk to. Judy is always ready to give as much time as I need."
Heather, 65+ years, Upper Coomera, QLD
"I have been a client of Judy's since about 2000, that alone says I fully trust her. I have recommended her to friends. She explains everything in layman's terms. Always a pleasure dealing with her & her co workers."
- Superannuation
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
Review history
Heather, 65+ years, Upper Coomera, QLD
"I have been with Judy now for about 28 years. I find her very professional & consider her a friend that I have lent on
in tough times. She explains things in my language which makes me feel very comfortable."
Charlene, 65+ years, Edmonton, QLD
"We were introduced to Judy Dolan of Power Financial Planning through a recommendation, and it proved to be an excellent place to begin our financial journey.
Judy has been nothing but considerate and attentive to our personal circumstances. We came late to planning our future and felt very unsure about where to turn for guidance. It was a great relief to work with Judy, who helped us understand and navigate the complexities of the retirement landscape with clarity and patience.
Power Financial Planning also took care of the arduous task of completing paperwork for Australian government services, which was an enormous bonus, as the process felt completely overwhelming to us. In addition, Judy guided us through the lengthy process of accessing our private pensions from overseas, effectively joining all the dots and helping us establish a workable financial system that now supports all of our needs.
We would highly recommend Judy Dolan and Power Financial Planning to anyone seeking expert financial advice and support for their future."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Expat Finance
- Small Business Advice
- Tax Strategies
- Growing Assets
- Wills & Estates
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Financial Hardship
- Redundancy
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Expat Finance
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting