Cody Lucas
Markey Financial Services
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Kieren, under 35 years, Charlestown, NSW
"Cody was easily accessible by email and phone. He replied to any concerns or questions promptly. I felt comfortable contacting him by both phone and email. For simpler questions, I emailed Cody, but for more complex questions he was happy to take time to answer my questions via phone and discuss my questions in more depth. His explanations were always easily understandable and detailed. He provided helpful advice and suggestions for my specific needs/circumstances. He kept persevering with the insurance company to clarify their position and wording of my policy to ensure the best outcome for me."
- Insurance Protection
Hayley, 35 - 45 years, Fletcher, NSW
"We recently worked with Cody for financial planning services, and he was excellent throughout the entire process. He provided clear, practical advice and took the time to thoroughly review and consolidate our superannuation as well as assess our personal insurance needs.
Cody made what can often be a complex and overwhelming process feel straightforward and well-managed. He explained everything in a way that was easy to understand and ensured we felt confident in the decisions we were making.
We really appreciated his professionalism, attention to detail, and genuine care in helping us improve our financial position. We would highly recommend Cody to anyone looking for trustworthy and knowledgeable financial advice."
- Superannuation
- Insurance Protection
Sharon, 65+ years, Stockton, NSW
"Cody is a very polite and understanding person who takes on board your situation respectfully. Highly recommend"
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Tax Strategies
Laya, 35 - 45 years, Brookvale, NSW
"Cody was fantastic to deal with, he took the time to understand my personal circumstances and long term goals, taking a holistic approach to provide me with the advice I needed to set up my personal insurances, and optimised how I factor premiums into my annual budgeting to make it work better for me. Cody also went above and beyond to notify me of some critical changes that I could tweak in my superannuation beneficiary nominations (which I didn’t realise weren’t set up properly), and helped take the admin off my hands, which I’d otherwise been struggling to get to. Cody made it simple and easy to understand my options and had excellent communication along the way. Highly recommended!"
- Superannuation
- Insurance Protection
Mick, 56 - 65 years, Harrington, NSW
"We were referred to Cody by a work colleague.
Cody has been very efficient in all aspects of our requirements .
He has been helpful with our transition to retirement."
- Superannuation
- Managing Debt
- Retirement & Pension
Andrew, 35 - 45 years, East Maitland, NSW
"Cody is a wealth of knowledge and experience. His insights are invaluable to us."
- Superannuation
- Insurance Protection
- Cashflow & Income
Shane, 56 - 65 years, Weston, NSW
"Found it easy to talk with Cody and no question seemed an issue to be answered.
He explained things in English and why he suggested change to our finances going forward"
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Tax Strategies
Dayne, 35 - 45 years, Mayfield, NSW
"Cody was great to deal with.
Any thing I was unsure about was explained.
Service was quick and accurate."
- Insurance Protection
Chris, 35 - 45 years, Mayfield, NSW
"Very knowledgeable and great to deal with. Highly recommend."
- Insurance Protection
- Self Managed SuperFunds
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
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Aged Care
- Cashflow & Income
- Complex Investments
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting