Ungaro & Co Financial Advice for Everyday People!

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Reviews

1. Summer Gribble ★★★★★

   We had a Sounding Board session with Darcy to get help with how to reach our financial /life goals. He was really affable, down-to-earth, upfront and easy to understand. He was methodical in his approach - working through each objective at a time and circling back to them at the end of our session, to make sure we were happy that everything had been covered. He delivered clear advice, with actionable steps that made us feel in control of our future. 100% recommend, worth every cent. Thank you again!

   almost 8 months ago
2. Gaylene Ward ★★★★★

   Darcy is great - He has a way of explaining finances and markets that just make sense. He set us up 4 years ago to reach our targets and after a second session we are on our way to our next goal. Worth the money 100%

   almost 8 months ago
3. Alana H ★★★★★

   Darcy is very easy to talk to and provided some great insights to use as the basis for my financial plans. Such a worthwhile investment - I came out of the session absolutely buzzing, having more clarity about the options ahead of me. The report provided from the Sounding Board session is comprehensive and really useful. I highly recommend you reaching out to Darcy and having that initial consultation to get you started.

   almost 9 months ago

1. Daniel Byrne ★★★★★

   For some time we have pondered seeking an external lens on our finances. We engaged Darcy to help us refine, streamline, and strengthen our wealth-building strategy. Darcy is highly personal, which was refreshing. We felt grasped our situation quickly, and offered a good mix of qualified personal advice with a data-driven perspective on our current finances and future state. His advice has helped us focus on what matters and we'll be looking to keep him on, with more focused sessions as required. Highly recommend Darcy’s services

   almost 11 months ago
2. Jeremy Emmett ★★★★★

   We enlisted Darcy's services to help us refine, rationalize and consolidate our investment, wealth creation and retirement strategy. Darcy's was quickly able take in and understand our situation and what we are trying to achieve. He was able articulate a holistic data based view of where are heading and provided some good ideas to help us on our journey. His advice and insight has allowed us to focus in on what is important and has also alleviated a huge amount of anxiety around how our future might look. We would highly recommend Darcy's services and feel strongly that reaching out and paying for his advice might be the best investment we will ever make.

   1 year ago
3. 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.

   almost 2 years ago

1. James D ★★★★★

   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…

   almost 2 years ago
2. Katja Green ★★★★★

   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.

   almost 2 years ago
3. Andy Murph ★★★★★

   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.

   almost 2 years ago

1. Chris Schade ★★★★★

   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

   almost 2 years ago

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