Our Advisers - Darcy Ungaro
Our Advisers - Darcy Ungaro
Our Advisers - Darcy Ungaro
Our Advisers - Darcy Ungaro
Investment Adviser & Financial Coach
Investment Adviser & Financial Coach
Investment Adviser & Financial Coach
Investment Adviser & Financial Coach
Investment Adviser & Financial Coach
Investment Adviser & Financial Coach
With over 21 years as a financial adviser and seven years hosting The Everyday Investor Podcast since 2017, Darcy won multiple industry awards, pioneered a non-commission mortgage advice model, then built and exited Ungaro & Co in late 2024.
His award-winning podcast, The Everyday Investor Podcast (with over 500 episodes) covers personal finance all the way to global macro.
Through fee-based consulting, bespoke KiwiSaver advice, and holistic investment strategies, Darcy's expertise spans investment properties, precious metals, shares, managed funds, business ventures, and digital assets.
Canadian-born but a New Zealander since the 90s, he plays golf poorly, but tries to be a good Dad/husband/ investment adviser.
Experienced Financial Advice.
Services that I offer
I can help with the following:
Experienced Financial Advice.
Services that I offer
I can help with the following:
Financial Coaching
Sounding Board Session
$1,950 incl. GST
This is a 2-hour online session with Darcy Ungaro, designed for those defining or refining a financial strategy — or simply needing high-level input and clarity.
See Details & Book Now
Future Ready Sessions
$3,950 incl. GST
Two personalised coaching sessions with Darcy Ungaro held over two weeks — either online or in person at our Freemans Bay office.
See Details & Book Now
Financial Advice
Wealth Plan
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Enquire Now
Investment Plan
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Enquire Now
KiwiSaver Investment Plan
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Enquire Now
Financial Coaching
Sounding Board Session
$1,950 incl. GST
This is a 2-hour online session with Darcy Ungaro, designed for those defining or refining a financial strategy — or simply needing high-level input and clarity.
See Details & Book Now
Future Ready Sessions
$3,950 incl. GST
Two personalised coaching sessions with Darcy Ungaro held over two weeks — either online or in person at our Freemans Bay office.
See Details & Book Now
Financial Advice
Wealth Plan
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Enquire Now
Investment Plan
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Enquire Now
KiwiSaver Investment Plan
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Enquire Now
Financial Coaching
Sounding Board Session
$1,950 incl. GST
This is a 2-hour online session with Darcy Ungaro, designed for those defining or refining a financial strategy — or simply needing high-level input and clarity.
See Details & Book Now
Future Ready Sessions
$3,950 incl. GST
Two personalised coaching sessions with Darcy Ungaro held over two weeks — either online or in person at our Freemans Bay office.
See Details & Book Now
Financial Advice
Wealth Plan
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Enquire Now
Investment Plan
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Enquire Now
KiwiSaver Investment Plan
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Enquire Now
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Darcy
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.