Re-Framing How We Invest For Tomorrow
What’s Financial Advice? It’s what you need to hear
At Ungaro & Co, we recognise life is full of tension between ‘the right now’, and the ‘later on’, between lifestyle goals, and financial goals.
Mainstream advice places the focus almost exclusively on the product. That’s important, but it’s not as important as you are. Whether you’re investing in property, shares, managed funds, crypto or KiwiSaver, we tailor your financial strategy to revolve around you, not the other way around.
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 insightful mortgage and property counsel - not from your bank or real estate agentMortgages
Master mortgage structures tailored to your financial persona, then unlock wealth-building debt strategies employed by those who quietly get things done.
KiwiSaver
A strong wealth-pillar, ensuring stability when it's time to stop working out of need.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 Advice
It’s the advice you’ve been missing all along - just what you needed to hear.Financial Advice
A sound financial strategy aligns mortgages, KiwiSaver, and insurance, providing property wealth building, diverse investments, and financial resilience.
Our Typical Clients
What some of our clients say
5/5 – Darcy and his team did an amazing job in getting us a great mortgage deal, an offer that was far better than anything we could have negotiated with the banks. They also put together a fantastic life insurance policy plan, and explained all the clauses etc clearly and thoroughly. They even made the process fun !!!! Thank you again .
Darcy and his team are great! made the process of getting a new mortgage and insurance just a breeze giving tailored advice according to what we were looking for. We are looking forward to the next deal. Thanks Darcy!
Darcy, you’ve done it again!! 5/5 and you exceeded our expectations!! Your financial advice was spot on and your ability to clearly communicate economic theory was very reassuring. You made everything very easy and hassle free.
I would highly recommend Darcy & Co if you are thinking about buying a house an investment property or simply considering restructuring your current mortgage.
Thanks Darcy!!
Latest Articles
The Way You’ll Own Property and Shares in the Future.
Traditional finance aims to keep you 'safe' from the next frontier; they're also protecting their revenue models. The wealthy of the past were always ready when new frontiers showed up. Today, we’d consider them crazy
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
Trusted Partners
Agency agreements are held with following financial institutions:
