Big when we need to be, small in times of change – longevity is the true measure of success in the financial services industry as 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 it’s fantastic to still have the many of the same clients for this length of time and to witness the effects of following good 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 June 2020 there is a new framework in New Zealand where financial advisers will be held to higher account. Ungaro&Co intends on becoming a FAP (Financial Advice Provider).
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 phone call to find out if there is honestly some value that we can add to your world. If we cannot help don’t worry we’ll let you know – no one wants to waste valuable time with someone who can’t help them right?
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 where you’re going – are you selling and upgrading your home? Thinking ahead to your retirement and looking at the options? 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.
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, and 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
SavY: – A youth led, financial literacy program.
Children: We really need to ensure we’re all working to make NZ a better place for our children. These charities do that!
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.