Future Ready Session
With Darcy Ungaro
Future Ready Session
With Darcy Ungaro
Future Ready Session
With Darcy Ungaro
Future Ready Session
With Darcy Ungaro
Future Ready Session
With Darcy Ungaro
Future Ready Session
With Darcy Ungaro
5 STARS · 100+ PAST CLIENTS · ONE-ON-ONE PERSONAL COACHING SESSIONS
Book Today
What you need to know
Service Details
Price
2 meetings over 2 weeks either face to face, or online.
$3,950
Overview
Future Ready Sessions are designed for investors with pre-existing wealth, or those preparing for upcoming financial decisions, milestones or events. There are 2 sessions, that last up to 2-hours each and take place over two weeks. Meetings can be held in our Freemans Bay office, or online.
Who is this coaching for?
It’s for ambitious individuals, determined couples, and everyone future looking for a higher degree of financial confidence
• It’s for families planning ahead, pivoting property investors, and self-directed investors.
• It’s for wealth builders who need to supplement their actions with occasional oversight.
• It’s for those looking for guidance, who don’t want to be sold a financial product.
It’s for anyone looking for answers to this question: ‘I know that I can, but should I??’
Key Features
You’ll receive clarity on your Financial Position
Using our professional financial modelling platform, after understanding your current position, we’ll forecast your future position.
Comprehensive Documentation
Not only will you receive a report on where you’re at, but we’ll produce a statement of advice, which outlines the key steps you need to take to reach your goals.
A Deeper Dive
You can choose to allocate time towards one or even two specialty focus areas, like “buying our first rental property,” “investing a lump sum,” or “retirement planning,”.
Portfolio Allocation Advice
We can help you form a picture of what types of investments you should hold, and in what proportion.
Personal Introductions
We’ll connect you with other key advisers (if required): Experts in property, insurance, legal matters, psychology, and taxation.
What you get
COACHING OUTLINE
What are your goals?
Goals are the specific events or outcomes you wish to achieve or expedite within a defined timeframe.
What does your retirement look like? Automated income and freedom to travel, or playing lawn bowls?
What about the family? Help the kids into property? Expecting an inheritance?
What kind of balance can we reach between lifestyle goals, and financial objectives?
Pathways
Learn how to exploit the ‘laws of money’ to achieve your goals.
Buy tomorrow’s home, or your kids first home, at today’s price?
‘Grow first, then harvest’? Invest for growth first, to have a larger pool of funds to invest for passive income later on.
Be a traditional investor, allocating across all the mainstream asset classes, or hedge your bets to prepare for a different kind of future?
Critical Examination
To gain confidence you can reach your objectives, we should consider all that could go right or wrong.
What are some of the risks you’re taking with your investments, and are your assumptions accurate?
What are the micro (household) and macro (economic) factors that will determine your financial success?
Risk and reward assessment. What are the probabilities of things that could go wrong?
Take action, then review
After defining some successful outcomes, let’s break down the set of actions required (how much to invest / where / for how long).
What are the key steps to reach milestones.
Review progress periodically.
Disclosures
Ready to start taking control of your finances? Let’s chat.
Book Today
What you need to know
Service Details
Price
2 meetings over 2 weeks either face to face, or online.
$3,950
Overview
Future Ready Sessions are designed for investors with pre-existing wealth, or those preparing for upcoming financial decisions, milestones or events. There are 2 sessions, that last up to 2-hours each and take place over two weeks. Meetings can be held in our Freemans Bay office, or online.
Who is this coaching for?
It’s for ambitious individuals, determined couples, and everyone future looking for a higher degree of financial confidence
• It’s for families planning ahead, pivoting property investors, and self-directed investors.
• It’s for wealth builders who need to supplement their actions with occasional oversight.
• It’s for those looking for guidance, who don’t want to be sold a financial product.
It’s for anyone looking for answers to this question: ‘I know that I can, but should I??’
Key Features
You’ll receive clarity on your Financial Position
Using our professional financial modelling platform, after understanding your current position, we’ll forecast your future position.
Comprehensive Documentation
Not only will you receive a report on where you’re at, but we’ll produce a statement of advice, which outlines the key steps you need to take to reach your goals.
A Deeper Dive
You can choose to allocate time towards one or even two specialty focus areas, like “buying our first rental property,” “investing a lump sum,” or “retirement planning,”.
Portfolio Allocation Advice
We can help you form a picture of what types of investments you should hold, and in what proportion.
Personal Introductions
We’ll connect you with other key advisers (if required): Experts in property, insurance, legal matters, psychology, and taxation.
What you get
COACHING OUTLINE
What are your goals?
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Pathways
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Critical Examination
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Take action, then review
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Disclosures
Ready to start taking control of your finances? Let’s chat.
Book Today
What you need to know
Service Details
Price
2 meetings over 2 weeks either face to face, or online.
$3,950
Overview
Future Ready Sessions are designed for investors with pre-existing wealth, or those preparing for upcoming financial decisions, milestones or events. There are 2 sessions, that last up to 2-hours each and take place over two weeks. Meetings can be held in our Freemans Bay office, or online.
Who is this coaching for?
It’s for ambitious individuals, determined couples, and everyone future looking for a higher degree of financial confidence
• It’s for families planning ahead, pivoting property investors, and self-directed investors.
• It’s for wealth builders who need to supplement their actions with occasional oversight.
• It’s for those looking for guidance, who don’t want to be sold a financial product.
It’s for anyone looking for answers to this question: ‘I know that I can, but should I??’
Key Features
You’ll receive clarity on your Financial Position
Using our professional financial modelling platform, after understanding your current position, we’ll forecast your future position.
Comprehensive Documentation
Not only will you receive a report on where you’re at, but we’ll produce a statement of advice, which outlines the key steps you need to take to reach your goals.
A Deeper Dive
You can choose to allocate time towards one or even two specialty focus areas, like “buying our first rental property,” “investing a lump sum,” or “retirement planning,”.
Portfolio Allocation Advice
We can help you form a picture of what types of investments you should hold, and in what proportion.
Personal Introductions
We’ll connect you with other key advisers (if required): Experts in property, insurance, legal matters, psychology, and taxation.
What you get
COACHING OUTLINE
What are your goals?
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Pathways
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Critical Examination
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Take action, then review
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Disclosures
Ready to start taking control of your finances? Let’s chat.
Book Today
Need something else?
Need something else?
Need something else?
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.