Ungaro & Co Financial Advisory Services

Wow! Thank you Darcy. It's was fantastic to chat and get a second opinion on our financial situation and giving us a clear plan moving forward. Your advise was worth every cent! I look forward to our next catch up.

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.

Great communicator and understood our situation and needs really well. He focused on the practical things that we needed help with sorting out and helped us flesh out a simple plan for the future. Definitely recommend him.

Highly recommend Darcy and his team! They are so helpful, knowledgeable, and offer tangible advice. We always come away from meetings feeling like we have a clear path forward.

Highly recommended, very professional company to deal with. Carley made our insurance procedure and policy very easy and straight forward and found the best deal for us, big thank you to Carley and the team at Ungaro.

Darcy combines his astute financial advisory skills and market knowledge, strong comms, easy going approach and epic brokerage relationships and execution experience to provide a top notch service. I've put him on to all my friends.get involved, you wont regret it one bit!

Thank you Darcy for delivering exactly what we were looking for. We needed a professional 'sense check' and strategy for our investment ideas heading into the home straight to retirement when we can't really afford to make mistakes. You delivered a sensible and workable strategy for us to develop a DIY plan to meet our goals. You presented complex ideas in a very understandable and relatable way and it just made sense, including ideas we hadn't considered, thinking of them as 'too risky'. Thank you and we highly recommend your services.

We've worked with Darcy and Gayna for decades and we will keep coming back - their offering is great. Recently we worked with Carley on insurance and had a very positive experience. The team at Ungaro go the extra mile and it's testament to why they have so many long standing clients. Would recommend!

As a young working professional not too far our of university studies, I cannot recommend enough to people my age that you go and see Darcy to really understand where you are in relation to your long term goals. He walks you through the ways you can utilise both your skills and your time to position yourself within the wider financial ecosystem so that you have the best possible opportunity of generating wealth over the course of your life. Not only this, but he can take an individual from not having any financial knowledge at all to knowing enough to be dangerous in small amount of time, and any further questions you might have he is willing and able to answer either privately, or through his awesome podcast. Definitely book a session with him, and you will be inspired, educated and motivated to steer your life from where you are now to the life you eventually want to live.

We have worked with Ungaro & Co for 7 years and have always had fantastic, clear thinking advice and guidance very much based on our unique working and life circumstances. They are enjoyable to meet with and discuss finances - which in itself is pretty special!
We were originally recommended Darcy Ungaro by our accountants and have since found out many of our friends also work with him - we would highly recommend Ungaro & Co

Carley went out of her way to review my insurances. She was very easy to deal with, open and honest. Carley is very professional and knows her stuff. I would happily recommend her to anyone who is looking for assistance or advice.

Just finished my first ever financial review with Darcy, I had been thinking for some time that my next move was to help find some direction and understanding around our future financial situation, how we are tracking and what it could look like in retirement. After listening to lots of The Everyday NZ Investor podcast, I knew that Darcy's ideas and style was aligned with my investing belief's and well worth the 2 hr meeting we had. I look forward to our next catch up. Dave

Darcy and Carley have been amazing to deal with. They are kind, super easy to get on with and their advice has really helped me and my partner on our investing journey. I would 100% recommend!

Carley is the best insurance adviser in the market! She has tones of experience and really knows her products, providing practical and affordable solutions. She's also super witty when she wants to be, making the uncomfortable stuff alot easier to talk about.

Darcy provided frank advice that first focused on understanding our values. We always leave a Darcy session feeling respected and like we had space to talk through the gnarly stuff. And he's funny too. Financial planning needs to have a few laughs:)

Darcy is engaging, easy to understand and a bit of fun! He makes financial planning and mortgages easier to understand and has an unmatched capacity to always be learning in a fast moving and ever changing industry. He’s a wealth of knowledge and is incredibly open minded. For many years he has given our family great advice appealing to those at either end of the ‘appetite for risk spectrum’ and using his experience to cut through the noise to deliver good sound advice for us at each age and stage. Highly recommend.

Darcy is an approachable, friendly, and knowledgeable financial advisor. Although I have not used his services in a paid-for capacity, I would not hesitate in recommending him to anyone that is seeking financial advice. He walks the talk and understands what it means to provide independent and objective advice. I welcome his point of view which is refreshingly different to what you may hear from some other advisers.

Sidenote - the NZ Everyday Investor Podcast which Darcy publishes is fantastic. The interviews are always very informative and entertaining. Have a listen and learn something new!

Darcy is the best financial advisor for us! He took the time to get to know us, our backgrounds, and financial personalities and used this information to come up with an "out of the box" plan going forward. My husband and I now feel like we have direction and know that our dreams can turn into reality. I would highly recommend Darcy to anyone wanting financial advice. Thank you for the great service Darcy!

We have really enjoyed working with Darcy so far. He has helped us buy our first home and get insurance. Darcy’s approach is very personal and he ensures that he understands all the factors in your life before offering advice and options. He is able to explain things in a simplified way that ensures we are confident in our situation and what we need to do.

Friendly, professional service and good advice from the team at Ungaro & Co. I highly recommend working with them.