Re-Framing How We Invest For Tomorrow
What type of financial advice are you after?
You can engage Ungaro & Co for financial advice based on an hourly rate model, or commission model.
We believe the definition of advice is recommendations or guidance around prudent future-based 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 amplify the gains possible in the property market, or discover the loan set up which will get you 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 your provider, fund, and contribution deliberately, not by default. 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
Turbulence, Triumphs, and Trends in 2023: Digital Assets
2023's been a turbulent one in the digital asset space, but why should you care if you're not into crypto? Because what happens in the open with blockchain may occasionally happen in the shadows with
Geopolitics and How to Manage Risk: Think Differently
We diversify our portfolio's to lower volatility. In the same way, we should diversify our thoughts to reduce risk. The world is changing fast. Technology, geopolitics, the environment, and society are all shifting. How can
Red Cow: Significant?
I’ve heard many convincing perspectives on both sides of the current conflict in the Middle East, but the perspective seldom discussed in the West is the spiritual element. In a pro-Palestinian-oriented outlet for the Muslim
Trusted Partners
Agency agreements are held with following financial institutions: