Ungaro & Co Financial Advice for Everyday People!
About the Business
Welcome to Ungaro & Co Financial Advice for Everyday People! Located at 28 College Hill, Auckland, our establishment is a trusted finance and insurance agency that aims to provide tailored financial strategies for individuals like you.
At Ungaro & Co, we understand the constant tension between your immediate needs and your long-term financial goals. While mainstream advice tends to focus solely on the products, we prioritize you and your unique circumstances. Whether you're investing in property, shares, managed funds, crypto, or KiwiSaver, we craft a financial strategy that revolves around your needs and aspirations.
As a registered Financial Service Provider (FSP752711) regulated by the Financial Markets Authority, we adhere to the highest standards of professionalism and compliance.
Our expertise lies in creating master mortgage structures that are tailored to your financial persona. We also unlock wealth-building debt strategies employed by those who quietly achieve their goals.
When it comes to KiwiSaver, we believe in making deliberate choices and providing continuous guidance to ensure it becomes one of your key wealth pillars.
We also emphasize the importance of insurance in protecting both the seed and the harvest of your wealth. By opting for life and health insurance, you can safeguard your financial well-being in times of illness or adversity.
A sound financial strategy aligns mortgages, KiwiSaver, and insurance, offering you property wealth building, diverse investments, and financial resilience.
At Ungaro & Co, we value your trust and take the responsibility of handling it very seriously. We aim to be your adviser for life, always having your back when you need us.
New legislation in New Zealand has been introduced to protect consumers, and we fully embrace it. We believe that setting expectations, taking a needs-based approach, and conducting regular reviews are the keys to success in the financial services industry.
We pride ourselves on acting in your best interests and not being afraid to say what needs to be said. Our recommendations and strategies are driven by the philosophy of doing what is right and what we have already done for our own families.
But don't just take our word for it. Our satisfied clients have praised our team for their exceptional service. From securing great mortgage deals to providing comprehensive insurance plans, we make the process not only hassle-free but also enjoyable.
So whether you're considering buying a house, an investment property, or restructuring your current mortgage, we highly recommend reaching out to Darcy & Co for expert financial advice.
At Ungaro & Co, we believe in harnessing the infinite energy of the sun for the finite supply of Bitcoin. We understand the importance of exploring untapped potentials and finding innovative solutions for the future.
In the world of financial markets, we embrace the wisdom of Jim Morrison, who famously said, "In between the things that are known and unknown, lie the doors of perception." We strive to help you navigate these doors and gain a deeper understanding of the financial landscape.
If you're selling your property, we'll guide you through the Bright-line Property Rule, ensuring you make informed decisions with significant financial implications.
Choose Ungaro & Co Financial Advice for Everyday People and let us help you navigate the complex world of finance, insurance, and wealth-building. Contact us today to schedule a consultation and experience the difference of personalized financial advice.
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Location & Phone number
28 College Hill, Freemans Bay, Auckland, New Zealand
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Really enjoyed our meeting with Darcy, we felt we got value for money. We felt Darcy was giving us unbiased advise & trust the advise he gave us. We will definitely utilise Darcy’s services in the future."
"I’ve known Darcy for over a decade and he arranged a mortgage for me previously, but I’ve only really taken advantage of what he has to offer in the past couple of years. I’d neglected any sort of financial plan and Darcy’s been enormously generous with mapping a path for me (while also helping me navigate a somewhat stressful property situation). He’s helped me with both mortgages and a longterm plan. He will challenge you in the best possible way, shine a light on options you will likely not have been aware of, and best of all push you to educate yourself (he’s also very generous with resource; his podcast a treasure trove of topics). Wealth, health and age can be confronting topics and he’s adept at providing clarity in an area that at first can feel dauntingly complex. And it’s all delivered with a certain je ne sais quoi and wit. I’m planning on working with Darcy for many years to come… And then there’s Carley. Again, I’d been complacent with my insurance for years. Carley guided me through the process, evaluated my situation and painted an option that was both more affordable and more comprehensive all the while providing reassurance and patience (I was somewhat nervous about the move). And then she went completely out of her way to make it happen. Like, really really out of her way... I was super impressed and very grateful. I’m not shy about recommending both of them to my friends and colleagues: Ungaro & Co. is a beautiful thing…"
"I have been dealing with Darcy at Ungaro & Co for the last 5 years and have always found him a pleasure to deal with. He's friendly, accessible and goes out of his way to help me understand what we're talking about (finance isn't my forte!). Would recommend Darcy to anyone looking for financial advice."
"One of the qualities that sets Darcy apart is their unwavering commitment to my financial well-being, and their guidance on Bitcoin has been invaluable. While past performance is not indicative of future results, Darcy has provided insightful analysis and recommendations regarding Bitcoin investments, considering factors such as risk tolerance and market conditions."
"We have worked with Darcy for over 10 years for all our insurance and mortgage needs, he provides great market insight and valuable knowledge that have helped us make informed decisions appropriate for our current situation and helped us to build towards our future. He is always extremely professional and his friendly approach makes him a pleasure to deal with. We have also benefited from his extensive professional network that has provided us support in other areas. I would highly recommend Darcy and the team at Ungaro and Co"
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