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: