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.
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!
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.
Paul & Christina Butt
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.
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…
I have been dealing with Darcy at Ungaro & Co for the last 5 years and have always found him a pleasure to deal with. He's friendly, accessible and goes out of his way to help me understand what we're talking about (finance isn't my forte!). Would recommend Darcy to anyone looking for financial advice.
One of the qualities that sets Darcy apart is their unwavering commitment to my financial well-being, and their guidance on Bitcoin has been invaluable. While past performance is not indicative of future results, Darcy has provided insightful analysis and recommendations regarding Bitcoin investments, considering factors such as risk tolerance and market conditions.
Darcy was great to deal with.
Very knowledgeable and helpful.
My partner and I engaged Darcy for a financial planning/strategy session and would highly recommend. Darcy is not shy to ask the hard (but necessary) questions!
We have worked with Darcy for over 10 years for all our insurance and mortgage needs, he provides great market insight and valuable knowledge that have helped us make informed decisions appropriate for our current situation and helped us to build towards our future. He is always extremely professional and his friendly approach makes him a pleasure to deal with. We have also benefited from his extensive professional network that has provided us support in other areas. I would highly recommend Darcy and the team at Ungaro and Co