Ungaro & Co Financial Advisory Services - Freemans Bay
5/5
★
based on 8 reviews
Contact Ungaro & Co Financial Advisory Services
| Address : | Ungaro & Co Financial Advisory Services 301/28 College Hill, Freemans Bay, Auckland 1011, New Zealand |
| Phone : | 📞 +979 |
| Postal code : | 1011 |
| Website : | http://www.ungaro.co.nz/ |
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vanessa trethewey on Google
★ ★ ★ ★ ★ We've really loved working with Darcy. He has given us excellent advice over the years as we have bought and sold homes, and finally now, purchased our first rental property. He always gets us great rates when we are redoing our mortgages and takes the hassle and stress out of it all. Plus we love how he thinks outside of the box. We have real confidence in Darcy's ability to help us prepare successfully for retirement and beyond. Thanks Darcy! Look forward to hopefully working with you again to secure another rental some time in the not-too-distant future.
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Melissa Jenner on Google
★ ★ ★ ★ ★ Darcy and team are probably the most professional services crew I've worked with in NZ! Buying a house is a stressful event, and they did everything they could to minimise that for me, and also to get me the best priced and structured mortgage for my circumstances. They go out of their way to make things easy and strike the best outcome. And they are MUCH more than mortgage brokers - Darcy did a superb financial analysis and forecast with me and gave me some great advice, which has changed my financial wellbeing significantly. Highly recommend! Thanks, Melissa
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Cherie McClintock on Google
★ ★ ★ ★ ★ I always recommend Darcy to friends who are looking at buying a property or trying to figure out their insurance. He helped me with my first home, and most recently with an investment property. Darcy’s approach is logical, authentic and highly personal - he takes the time to understand your views on money and risk, as well as your life circumstances and how these might influence your financial decisions. I’ve always found him genuinely interested in the financial well being of his clients. Give Darcy a call - your future self will thank you!
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Simon Harger-Forde on Google
★ ★ ★ ★ ★ Darcy provided frank advice that first focused on understanding our values. We always leave a Darcy session feeling respected and like we had space to talk through the gnarly stuff. And he's funny too ... Financial planning needs to have a few laughs :)
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Alex Bolderston on Google
★ ★ ★ ★ ★ We have really enjoyed working with Darcy so far. He has helped us buy our first home and get insurance. Darcy’s approach is very personal and he ensures that he understands all the factors in your life before offering advice and options. He is able to explain things in a simplified way that ensures we are confident in our situation and what we need to do.
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William Warren on Google
★ ★ ★ ★ ★ Darcy is an approachable, friendly, and knowledgeable financial advisor. Although I have not used his services in a paid-for capacity, I would not hesitate in recommending him to anyone that is seeking financial advice. He walks the talk and understands what it means to provide independent and objective advice. I welcome his point of view which is refreshingly different to what you may hear from some other advisers.
Sidenote - the NZ Everyday Investor Podcast which Darcy publishes is fantastic. The interviews are always very informative and entertaining. Have a listen and learn something new!
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Kendyl Kathleen Roodt on Google
★ ★ ★ ★ ★ Darcy is the best financial advisor for us! He took the time to get to know us, our backgrounds, and financial personalities and used this information to come up with an "out of the box" plan going forward. My husband and I now feel like we have direction and know that our dreams can turn into reality. I would highly recommend Darcy to anyone wanting financial advice. Thank you for the great service Darcy!
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Nic Blackie on Google
★ ★ ★ ★ ★ Darcy is engaging, easy to understand and a bit of fun! He makes financial planning and mortgages easier to understand and has an unmatched capacity to always be learning in a fast moving and ever changing industry. He’s a wealth of knowledge and is incredibly open minded. For many years he has given our family great advice appealing to those at either end of the ‘appetite for risk spectrum’ and using his experience to cut through the noise to deliver good sound advice for us at each age and stage. Highly recommend.
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