Big when we need to be, small in times of change – longevity is the true measure of success in the financial services industry – there’s no point selling the sizzle when you can’t be there to enjoy the results with others. In the short 17 years of trading we’re still dealing with most of our original clients and we’re witnessing the fruits of following great advice.
At Ungaro & Co your adviser with either be a registered or authorised financial adviser. There’s never going to be a ‘cookie cutter’ approach to giving financial advice here and whilst that poses a challenge in terms of ‘scale’, it does ensure that the adviser is accountable and is encouraged to give specific financial advice to clients – not ‘tips and tricks’.
In 2021, there is a new framework in New Zealand where financial advisers will be held to an even higher account. Ungaro&Co intends on becoming a FAP (Financial Advice Provider) and has already completed much of the work required for this transition.
What our clients have in common?
They value our insight and independence when advice is given.
They value the relationship – built right from the start, it’s a fruitful partnership for life, that our clients share with others.
Clients of ours have a positive outlook on life in general‚ look for the best in others‚ and have a desire to grow spiritually‚ personally or professionally.
Our clients are ‘successful’, but not just with their careers, and they value what we bring to their team.
1 –Let’s establish if we can help first and foremost. At the outset let’s have a free, no obligation 15-min phone call to find out if there’s value to you in what we do. If we cannot help, don’t worry – we’ll let you know!
2- If we can help let’s have an initial consultation. We’ll give you a list of things that we’d like to see in advance of this meeting in order to prepare and get some background on you. At this meeting, we’ll help you discover and to define where you’re going financially. Once we know about where you want to go, we can discuss how to help you get there. At this meeting, we’ll clarify and agree on the scope of the work that we’ll do for you, and what costs there will be in the process.
3- Implementation: Once we’ve completed the work we set out to do we’ll meet with you again prior to finalising anything. It’s important to to spread our time with you over more than one encounter as there is a lot to digest. We want to ensure that what we’re doing is in your best interests, free from any pressure.
4- Review. Most of our clients enjoy our annual reviews that we offer for free. It’s a time to dream, think and plan that next move or simply to go over what you’re on track to achieving. Staying connected is the part of our job that makes the biggest difference in your world – you’ll end up investing a lot of who you are with us – this will return a dividend in the long run.
We’re just people like you – we want to provide for our families and we’d also like to make an impact on things we believe in. We’re a niche business operating in your community – we’re not a corporate machine churning out the numbers.
Financial Literacy: We believe NZ children are not being taught enough from their schools, and their families about how to handle money. By dealing with the parents (our clients), indirectly we’re making a difference for the children. We also endorse organisations like
The Commission for Financial Capability
The Parenting Place: The place to go for parenting advice.
The Graeme Dingle Foundation: helping support Kiwi kids.
Environment: New Zealand’s the best place in the world to live, and technology is now enabling us to respect it in an easy and natural way. We believe environmentalism isn’t about being a gluten free, yoga mastering – slipper wearing hippy, it’s about respecting our environment.
What do we do to contribute?
1 – We use sustainable energy: Where we live and where we holiday, whilst we’re still connected to the power company, we supplement our needs by using solar generated power.
2 – Our power company is Ecotricity NZ: a company that uses only environmentally friendly renewable energy generation.
3 – We drive electric: To dropping the kids off at school to getting to work – We view supporting emerging technologies like this as critical to reducing our carbon footprint.