Ungaro & Co Financial Advice for Everyday People!

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.

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…

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.

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

Highly recommend Darcy and his team! They are so helpful, knowledgeable, and offer tangible advice. We always come away from meetings feeling like we have a clear path forward.

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.

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!

Thank you Darcy for delivering exactly what we were looking for. We needed a professional 'sense check' and strategy for our investment ideas heading into the home straight to retirement when we can't really afford to make mistakes. You delivered a sensible and workable strategy for us to develop a DIY plan to meet our goals. You presented complex ideas in a very understandable and relatable way and it just made sense, including ideas we hadn't considered, thinking of them as 'too risky'. Thank you and we highly recommend your services.

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.

Darcy combines his astute financial advisory skills and market knowledge, strong comms, easy going approach and epic brokerage relationships and execution experience to provide a top notch service. I've put him on to all my friends. get involved, you wont regret it one bit!