Framing How We Invest For Tomorrow
What type of financial advice are you after?
You can engage Ungaro & Co for financial advice based on a fee-for-service, or commission model.
We believe most consumers define advice as recommendations or guidance about financial decisions.
Sometimes you need answers without a sales pitch!
Ungaro and Co Limited is a registered Financial Service Provider (FSP752711) and is regulated by the Financial Markets Authority.
Ungaro & Co are focused on helping its clients in the following areas:
Mortgages
Access personalised mortgage and property advice to get the edge in today's market.Mortgages
Use mortgages to grow wealth through the property market, or re-structure it to get debt-free faster.
KiwiSaver
What's powering YOUR retirement? It's not hard to make KiwiSaver a solid pillar of your future world.KiwiSaver
Choose a plan, or customise one with our help. We offer choices and continuous guidance to make KiwiSaver one of your key wealth pillars.
Insurance
Insurance matters. Are you waiting for a friend's illness before addressing your insurance needs?Insurance
Insurance vs charity: Who bears the burden when illness strikes? Opt-in for life and health insurance – protect both the seed and the harvest of your wealth
Financial Strategy
It’s the advice you’ve been missing all along - just what you needed to hear.Financial Strategy
To get the right financial behavior, we start with purpose, then identify your goals. We then form a strategy and employ a set of tactics to govern your next steps.
Testimonials & Reviews
Latest Articles
Stand Strong or Push Through? The Truth About Mortgages and Investing
Time to 'push through', or 'stand strong'? I wanted to get stuff done this past Saturday. I was picking up a mini-excavator to finish some drainage. I wanted to get the kids on a working
The Bitcoin Halving ’24: What They Didn’t Teach You in School.
If you’re prepping for, building up, coming in for a landing or even already there – you need to keep an open mind. How open? Somewhere in between concrete conviction, and a mind so open
SHIELD: How to Protect While You Build
SHEILD: Want to 'take ground' but feeling unsure? Invest with confidence, knowing the following 5 areas of personal finance are sorted. S - Savings (Emergency Fund): How much you need in your emergency
Trusted Partners
Agency agreements are held with following financial institutions: