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15 Min Phone Call with Darcy

WHO IS THIS FOR?

Those in the ‘building up’ phase of life, with or without kids, looking to make the best move with what they have and get strategies implemented to come out on top. Also for; existing clients in need of quick consultation.

Cost: FREE
Time: 15 Minutes

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OVERVIEW
  • Discovery: This call serves as a way to get to know each other and determine need for services.
  • Scope Determination: The call clarifies the areas of advice or service that would be relevant to you, whether it’s home-buying, property investment, Insurance, wealth-building strategies, or KiwiSaver.
  • Timelines and Milestones: We’ll briefly discuss timeframes and milestones for actionable steps post-consultation.
  • Subsequent Steps: Concrete next steps are identified, be it a formal coaching session,, course recommendation, or implementation of a financial product.
WHO IS THIS COACHING FOR?

Anyone – who’s looking to build more than enough for their future.

First home buyers, next home buyers, property investors, self-directed investors, business owners, lump sum investors – Anyone looking to take what they have, and turn it into something bigger.

HOW CAN WE HELP?

Identify the Unknowns

The call aims to help you understand any gaps in your financial understanding.

Roadmapping

Outlining the high level steps you need to take to reach your financial goals.

Efficiency

Quickly determine if the proposed advisory services align with your financial needs.

Clarity

Walk away from the call with a clearer understanding of your next steps and a sense of immediate direction.

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WHO IS DARCY?

Darcy Ungaro

Financial Advisor – Ungaro & Co. Everyday Investor Podcast Host

Meet Darcy Ungaro, a qualified financial adviser who firmly believes that wealth creation begins in the mind before it materialises in your investment account. The world’s changing and ‘just enough’, may not cut it for where we’re tracking. Darcy spends time thinking about the future, then helps people to prepare the best they can to not only prosper, but safeguard that which they already have.

Darcy believes that traditional wealth-building methods are valuable, but also advocates new ways of thinking to be prepared for the seismic shifts in technology, demographics, and bigger governments. Are you ready for what’s coming?

WHAT YOU’LL GET OUT OF THIS

1- Email Summary.

  • A concise recap of our discussion will be sent to you for your records.

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2- Next Actions.

  • Defined next steps will be outlined for immediate action.

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3– Scope Document.

  • If applicable, you’ll receive a document that maps out the advisory process tailored to your identified needs.

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4– Cost Transparency.

  • Clear disclosure of any costs associated with recommended services or products.

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Take the initiative. Click the button below to go book a timeslot. Your financial clarity begins here.

Book your 15 Min Phone Call with Darcy Today