Where are you going? – have you made a plan yet?
Testimonials & Reviews
EXCELLENTTrustindex verifies that the original source of the review is Google. Where do I start? Darcy is widely read, looks at many options and thinks out of the box. His advice is practical and well explained. He listens and adapts to your situation. He can cope with digital and more conventional options together, so that the solution is well diversified and minimises risk. We came away reassured and with clear direction. Highly recommended!Posted onTrustindex verifies that the original source of the review is Google. I had my 15 minute call with Darcy Ungaro which has resulted in a very satisfying outcome for which I am grateful. A pleasant, speedy and positive experience.Posted onTrustindex verifies that the original source of the review is Google. Darcy is the expert when it comes to doing a financial review and discussing options and strategy for financial health. Amazing what you get out of one hour of discussion. Great team to deal with and we will be back.Posted onTrustindex verifies that the original source of the review is Google. Great experience talking to Darcy, absolutely recommend for any of your financial needs, extensive knowledge in the field and very easy to talk to. With all the fake information around the internet and people giving advice for their own gain it’s difficult to find someone who actually cares about their customers but look no further because Ungaro and co have got you covered.Posted onTrustindex verifies that the original source of the review is Google. Very good advice financially and a likable, genuine, sincere person. Darcy is very professional and he treats your time as just as valuable as his is. He has educated himself in lots of different avenues of financial advice and tries to give you an overall perspective from all the objective viewpoints so that you can make the best decision for yourself. You can tell he cares and takes the time to understand your situation and find your best possible paths forward in the direction you choose. I would definitely and have recommended working with him to understand your financial options better to improve your financial life. His podcasts are also great as well…! Thanks again, Darcy!Posted onTrustindex verifies that the original source of the review is Google. We've been clients of Ungaro & Co for over 6+ years and highly recommend Darcy & his team. From the initial meeting, creating our financial plan and helping us understand our financial personalities was enlightening - Darcy has a knack for explaining financial matters in such a easy way we've always felt empowered and confident with our choices. Unlike going direct to the bank having Darcy check in annually and having our best interests at the forefront is why we have remained loyal clients of Ungaro & Co over the years.Posted onTrustindex verifies that the original source of the review is Google. It has been such an easy and enjoyable process talking through all things insurance with Carley! She made the world of Private Health Insurance feel accessible and understandable (and the fine print not too scary). Carley really took the time to listen to our questions and priorities and was readily available to talk us through our options and setting us up with the right Insurer for our family. We look forward to working with her again!Posted onTrustindex verifies that the original source of the review is Google. Wow! Thank you Darcy. It's was fantastic to chat and get a second opinion on our financial situation and giving us a clear plan moving forward. Your advise was worth every cent! I look forward to our next catch up.Posted onTrustindex verifies that the original source of the review is Google. Really enjoyed our meeting with Darcy, we felt we got value for money. We felt Darcy was giving us unbiased advise & trust the advise he gave us. We will definitely utilise Darcy’s services in the future.Posted onTrustindex verifies that the original source of the review is Google. I’ve known Darcy for over a decade and he arranged a mortgage for me previously, but I’ve only really taken advantage of what he has to offer in the past couple of years. I’d neglected any sort of financial plan and Darcy’s been enormously generous with mapping a path for me (while also helping me navigate a somewhat stressful property situation). He’s helped me with both mortgages and a longterm plan. He will challenge you in the best possible way, shine a light on options you will likely not have been aware of, and best of all push you to educate yourself (he’s also very generous with resource; his podcast a treasure trove of topics). Wealth, health and age can be confronting topics and he’s adept at providing clarity in an area that at first can feel dauntingly complex. And it’s all delivered with a certain je ne sais quoi and wit. I’m planning on working with Darcy for many years to come… And then there’s Carley. Again, I’d been complacent with my insurance for years. Carley guided me through the process, evaluated my situation and painted an option that was both more affordable and more comprehensive all the while providing reassurance and patience (I was somewhat nervous about the move). And then she went completely out of her way to make it happen. Like, really really out of her way... I was super impressed and very grateful. I’m not shy about recommending both of them to my friends and colleagues: Ungaro & Co. is a beautiful thing…