Judy Dolan
Power Financial Planning
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Cathy, 56 - 65 years, Redland Bay, QLD
"Judy is always professional, friendly and has an outstanding knowledge of all areas of financial planning and is a true pleasure to work with. She is always extremely well prepared for all of our reviews and follows through with every matter in precise detail. Judy explains everything is a way that we can understand and allows time for us to ask questions and discuss any concerns. Judy enabled us to not only reach but exceed our retirement goals. Since our retirement Judy continues to provide us with appropriate ongoing advice and a comprehensive service incorporating all relevant aspects of our life. Judy's staff are friendly and professional and both Judy and her staff are always easily accessible. We highly recommend Judy to anyone wanting comprehensive financial advice."
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Review history
Cathy, 56 - 65 years, Redland Bay, QLD
"We have been clients of Judy for 14 years. She is extremely professional & friendly. Her knowledge & commitment to achieving the best outcome for us has been outstanding. Judy takes time to understand our personal circumstances always ensuring we have a sound understanding of all financial advice & decisions. Judy makes herself available to answer any questions or concerns throughout the year, always replying promptly. It is because of Judy's meticulous management of our finances we have been able to achieve our financial goals & retire as planned."
Cathy, 46 - 55 years, MacGregor, QLD
"Judy explains things well & uses terminologies that we can understand"
Judy, 65+ years, Bellbowrie, QLD
"Judy is very competent, diligent and always well prepared. Judy has taken a lot of the worry out of our financial future by her careful planning, expertise and guidance. She is thorough in managing all the processes required to efficiently achieve our financial goals, giving us absolute confidence in her knowledge and abilities to steer us towards these goals. With strong communication skills, Judy listens, empathises and understands what is important to us and explains things in a clear and concise manner. We are fortunate to have someone of her calibre guiding us on our financial path."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Wills & Estates
Karen, 65+ years, Castle Hill, NSW
"Judy is always well prepared on our situation when we have our annual review meetings. She tailors her advice to meet our needs and the stage we are at in our lives. Judy has always taken the time to find out what is important to us including our family and lifestyle. We find Judy and all of her staff to be very professional, and we value her input to our financial wellbeing and retirement plans. We would highly recommend Judy and her team to anyone seeking financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Wills & Estates
- Budgeting
Review history
Karen, 56 - 65 years, Castle Hill, NSW
"Judy is a very pleasant and friendly person and her advice has been practical and targeted to our own situation. Judy always checks that we are comfortable with the advice she is giving and that we understand the reasons. Due to distance, our meetings with Judy have been held via Zoom and this has worked well. Judy is always very well prepared for our meetings and her team is on the ball with email communication regarding documents and correspondence."
Carly, 46 - 55 years, Morningside, QLD
"Judy has always been helpful, knowledgeable and able to explains everything in an easy to understand manner. I highly recommend her."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Growing Assets
Review history
Carly, 35 - 45 years, Morningside, QLD
"I’ve been with Judy for a number years now. She’s always been available when I need advice and has been able to explain finance matters in an easy to understand way. I thoroughly trust the advice that Judy provides me."
Carly, 35 - 45 years, Morningside, QLD
"Judy has given me advice in areas including Loan Products, Budgeting and Managing Debt. Judy is able to explain things to me in a clear way. Through Judy's knowledge and experience, I feel confident that the advice given is right for my needs. I receive Judy's full care and attention when I needed it"
Bronwyn, 56 - 65 years, Bald Knob, QLD
"Judy and staff are always helpful. They respond to requests in a timely manner and are very good at following up to ensure tasks/requests are completed."
- Government Assistance
- Superannuation
- Retirement & Pension
- Growing Assets
Review history
Bronwyn, 56 - 65 years, Bald Knob, QLD
"I always find Judy and her team very helpful whenever I contact them regarding issues no matter how big or small. Matters are dealt with in a timely and professional manner."
Bronwyn, 56 - 65 years, Bald Knob, QLD
"Judy always makes herself or a staff member available whenever we have need help or advice. We find her caring and knowledgeable."
Marjory, 65+ years, Surfers Paradise, QLD
"I have been taking advice from Judy for over 20 years and have always found her to be professional, knowledgeable, competent in her dealings with me. She communicates clearly and simply what is often a lot to take on during a two hour meeting. Judy has always shown a sincere personal interest in my work, family and general well-being, a talent that is often rare in the financial service industry. This ability enhances the trust I have placed in her advice since 2003."
- Superannuation
- Retirement & Pension
- Cashflow & Income
Review history
Marjory, 65+ years, Surfers Paradise, QLD
"Judy has been my financial adviser for over 20 years and during that time I have found her to be professional, clear sighted and understanding in relation to my personality, relationship situation and financial situation and needs. She has always acted with openness, integrity and an excellent understanding of what works best for me. I would never hesitate to recommend her to family and friends."
Marjory, 65+ years
"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."
Dianne, 65+ years, Manly West, QLD
"Judy is highly experienced with finance and investment. Nothing is too small, too trivial, too complex for her. I have found her attention to details and listening skills excellent. I have known her for years, from my nab days. She handled both my parents investments and advised on investing funds from the estates. She is highly ethical in her dealings. A great adviser."
- Managing Debt
- Retirement & Pension
- Tax Strategies
- Wills & Estates
Review history
Dianne, 65+ years, Manly West, QLD
"I have found Judy to answer my email questions promptly. With my MLC Wrap Pension Account going through changes and no longer offered, I had a lot of questions to be answered and clarified to give me understanding, guidance and confidence in the new product. Although I have known her from working in the NAB and her looking after my mother's affairs, I have found her to give an unbiased guidance. No question is too small or big to answer. She makes me feel relaxed and I can trust her. She has extremely good knowledge of the industry. She is professional in her handling of everything."
Dianne, 65+ years, Manly West, QLD
"I have always found Judy to be highly experienced and knowledge great for my situation. She explains things clearly and is honest in her dealings. This is what you want in an adviser. If you do not understand something you can ask her and she takes the time to explain so you can make an informed decision. In this economic climate you need help to minimize any losses whilst trying to maxiumize your gains."
Dianne, 56 - 65 years, Manly West, QLD
"Judy has given me advice in areas of consolidation of superannuation accounts, the best superannuation products to fit my needs, according to my risk scoring and finally retirement and pension. Judy was able to explain things to me in a clear manner. She took her time to answer any questions I asked to give me the understanding I required to make my decision. I have confidence in her knowledge and experience."
Diane, 56 - 65 years, Surfers Paradise, QLD
"I’ve worked with Judy Dolan now for many years and she has been a great support throughout my financial journey. She has helped me build and manage my investments, select appropriate fund mixes and navigate my transition from super into pension recently. Having peace of mind from her advice has been valuable"
- Superannuation
- Insurance Protection
- Retirement & Pension
- Redundancy
- Wills & Estates
- Budgeting
Review history
Diane, 56 - 65 years, Gold Coast, QLD
"Judy has been an excellent adviser especially with helping me with my superannuation and retirement plan for my future years. Nothing is too much trouble she always gets back to me quickly with any queries I may have and always provides well structured advise. Having an adviser that stays in touch and works in a partnership is a critical investment for todays uncertain times."
Vicky, 65+ years, Birkdale, QLD
"I have known Judy for over 20 years now, and would recommend her to anyone wanting financial advice. She helped me when my husband George passed away 13 years ago which made it easy for me to get all my finances in order. With kind regards, Vicky Smith"
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Review history
Vicky, 65+ years, Birkdale, QLD
"In happy with Judy's advice to me. Always helpful and goes above and beyond."
Vicky, 65+ years, Birkdale, QLD
"Judy is very good in explaining to me what needs to be done in the future and very precise. I would absolutely recommend her to my friends."
Ross, 56 - 65 years, Albany Creek, QLD
"Always professional and knowledgeable in providing advice and answering my queries. Also assisted in answering aged care information for current family situation."
- Superannuation
- Retirement & Pension
- Aged Care
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