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Sam, under 35 years, Miranda, NSW
"Cody has always been available and ready to assist when needed. He regularly checks in to see if circumstances have changed or if there is anything else he can do to help me out. I would 100% recommend Cody to anyone in need of financial related advice."
- Superannuation
- Insurance Protection
Darren, 56 - 65 years, Elermore Vale, NSW
"Cody is easy to deal with and makes sure we understand all advice given. He responds very quickly to any questions and always follows up with us."
- Superannuation
- Insurance Protection
- Retirement & Pension
Peter, 65+ years, Toronto, NSW
"Cody is very professional always on time and explains all in a very easy to understand way."
- Superannuation
- Retirement & Pension
- Aged Care
Chris, 35 - 45 years, Woongarrah, NSW
"Cody is very friendly and unbelievably knowledgeable, I have had many dealings with Cody and every time he has left me feeling confident and happy with the choices made, even when the information is overwhelming or difficult to get my head around he takes the time to explain it for me in a way I can understand.
Every time I have contacted him I have had a reply in a matter of hours, he always makes time to talk either over the phone, email or in person, however I'd prefer.
I truly feel lucky that I found Cody."
- Superannuation
- Insurance Protection
Brad, 46 - 55 years, Beresfield, NSW
"Cody was always keen and available. Great communication."
- Insurance Protection
Lynette, 56 - 65 years, Whitebridge, NSW
"Friendly, prompt, efficient, approachable. Takes the time to explain as I have little understanding of procedure and suitable pension plan."
- Retirement & Pension
Kathy, 46 - 55 years, Metford, NSW
"We found Cody to be helpful, friendly and very responsive in his communication. He assisted us to review our insurance coverage and plan to use his services moving forward. We would highly recommend Cody to anyone!"
- Superannuation
- Insurance Protection
Craig, 35 - 45 years, Harrington Park, NSW
"Very positive experience."
- Superannuation
- Insurance Protection
Duncan, 56 - 65 years, Largs, NSW
"Upfront and very good at explaining everything. Always getting updates via emails. All being well hopefully will be taking Cody’s advice well into the future."
- Retirement & Pension
Ian, 65+ years, Fishing Point, NSW
"Cody is a very personable young man who set both of us at ease during the whole process. He appears to have a great deal of knowledge regarding superannuation, grasped our situation, and hopefully provided a perfect solution."
- Superannuation
Ruth, 35 - 45 years, Sydney, NSW
"Knowledgeable, personalised advice. Prompt communication and fuss-free."
- Insurance Protection
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Aged Care
- Cashflow & Income
- Complex Investments
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting