KiwiSaver
5 STARS · 100+ PAST CLIENTS · ONE ON ONE KIWISAVER REVIEW
Book in a free, 15-minute chat, then schedule in a one on one meeting with Darcy Ungaro.
Typically, meetings on KiwiSaver can take 30 minutes or up to 1 hr.
BOOK TODAY
ADVICE OVERVIEW
What is it?
A one on one meeting with Darcy Ungaro will help you feel confident, and in control of the settings, what you’re invested in, and how you can influence your retirement outcomes.
KiwiSaver can be a key part of your retirement strategy, and we’re here to help.
WHO IS THIS ADVICE FOR?
Anyone – who’s looking to build confidence in their financial future.
Like everything investing, it’s easy to make a start, but it becomes more important to get right once your balance grows.
If you’re an existing KiwiSaver client, you will have access to:
– Free, in real life, events throughout New Zealand, where you can rub shoulders with other, like-minded individuals.
– Annual reviews.
– Rebalancing throughout the year (if required).
– Bespoke portfolios designed around your interest, and ethical concerns.
KiwiSaver can be one of the core parts of your retirement, not just the bit on the side.
KEY TAKEAWAYS
Certainty with settings.
What should you be investing in, for the new world to come?
Clarity around the choices.
Having choice can be great, but making decisions can be harder these days – let’s help with that.
Confidence with the outcome.
When you’re dealing with someone who ISN’T employed by the provider, you’re more likely to achieve your retirement goals.
Support to get started, or to keep going.
We provide the advice, then you have some input, then we take it from there.
YOUR PERSONAL ADVISOR
Darcy Ungaro
Financial Advisor & host of The Everyday Investor Podcast
Meet Darcy Ungaro, a qualified financial adviser who firmly believes that wealth creation begins in the mind before it appears 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?
SUMMARY
We’ll turn a ‘have to’, into a ‘want to’, and grudge activity, into a core tactical investment move that can fund your own infinite weekend!