Sounding Board Session
With Darcy Ungaro
Sounding Board Session
With Darcy Ungaro
Sounding Board Session
With Darcy Ungaro
Sounding Board Session
With Darcy Ungaro
Sounding Board Session
With Darcy Ungaro
Sounding Board 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
This is a 2-hour long meeting with Darcy Ungaro.
$1,950
Overview
This 2-hour long coaching service is for those defining or refining a strategy, or in need of general financial advice.
Who is this coaching for?
A Sounding Board is perfect for self-directed individuals or couples in need of input around a plan or strategy.
To get ‘more’ of what you want, occasionally you need a little help from the outside.
It’s true you become like the people you hang out with. Unfortunately, most of us don’t have rich friends, and if we do, talking about money isn’t always easy.
Thankfully, wealth can be ‘imparted’ by professionals, like me, who reside outside of your circumstances.
You could keep browsing socials for tips and tricks, or meet with someone who’s ‘walked the walk’, seen it all before, and wants to see you achieve wealth.
Key Features
Clarity on where you’re at, and where you’re heading
Let’s check out the foundations first (income, expenses, and leftovers), and then using our modelling software, let’s look into your future.
Critical, yet creative feedback
Receive honest and creative advice designed to supercharge your strategy.
Comprehensive summary
Receive a comprehensive summary of the meeting and retain the ability to model your own scenarios using our software for a month.
What you get
COACHING OUTLINE
Check your wealth foundations
Building wealth needs a strong foundation of reliable income, controlled spending, and thoughtful investment. This isn’t a ‘budgeting session’, rather, an honest look at what lies beneath.
What are some of the ‘easy wins’ you could make with your insurance, KiwiSaver account, or mortgage settings?
What are some of the behavioural items you can control.
What balance between lifestyle goals and financial objectives should there be?
Considering ‘the end in mind’
After considering your goals, and your ability to reach these goals, let’s discuss your strategies.
Are you actually able to hit the goals you’ve been setting?
What are some of the strengths and weaknesses of your current strategy, and is there an opportunity for improvement?
What are the trade-offs and are you managing them well? Repay the mortgage or invest? Shares or property? A nicer home or another rental?
Time to consider taking action
Talking about it helps, but nothing beats action.
Let’s consider the actions you’ll need to take to reach your goals. How much should you invest to create the investment income you need?
Do you need to make changes to your strategy to achieve a different outcome?
Before we finish, let’s review the answers you needed or the solutions required. Now, it’s up to you!
Disclosures
Ready to start taking control of your finances? Let’s chat.
Book Today
What you need to know
Service Details
Price
This is a 2-hour long meeting with Darcy Ungaro.
$1,950
Overview
This 2-hour long coaching service is for those defining or refining a strategy, or in need of general financial advice.
Who is this coaching for?
A Sounding Board is perfect for self-directed individuals or couples in need of input around a plan or strategy.
To get ‘more’ of what you want, occasionally you need a little help from the outside.
It’s true you become like the people you hang out with. Unfortunately, most of us don’t have rich friends, and if we do, talking about money isn’t always easy.
Thankfully, wealth can be ‘imparted’ by professionals, like me, who reside outside of your circumstances.
You could keep browsing socials for tips and tricks, or meet with someone who’s ‘walked the walk’, seen it all before, and wants to see you achieve wealth.
Key Features
Clarity on where you’re at, and where you’re heading
Let’s check out the foundations first (income, expenses, and leftovers), and then using our modelling software, let’s look into your future.
Critical, yet creative feedback
Receive honest and creative advice designed to supercharge your strategy.
Comprehensive summary
Receive a comprehensive summary of the meeting and retain the ability to model your own scenarios using our software for a month.
What you get
COACHING OUTLINE
Check your wealth foundations
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.
Considering ‘the end in mind’
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.
Time to consider taking action
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
This is a 2-hour long meeting with Darcy Ungaro.
$1,950
Overview
This 2-hour long coaching service is for those defining or refining a strategy, or in need of general financial advice.
Who is this coaching for?
A Sounding Board is perfect for self-directed individuals or couples in need of input around a plan or strategy.
To get ‘more’ of what you want, occasionally you need a little help from the outside.
It’s true you become like the people you hang out with. Unfortunately, most of us don’t have rich friends, and if we do, talking about money isn’t always easy.
Thankfully, wealth can be ‘imparted’ by professionals, like me, who reside outside of your circumstances.
You could keep browsing socials for tips and tricks, or meet with someone who’s ‘walked the walk’, seen it all before, and wants to see you achieve wealth.
Key Features
Clarity on where you’re at, and where you’re heading
Let’s check out the foundations first (income, expenses, and leftovers), and then using our modelling software, let’s look into your future.
Critical, yet creative feedback
Receive honest and creative advice designed to supercharge your strategy.
Comprehensive summary
Receive a comprehensive summary of the meeting and retain the ability to model your own scenarios using our software for a month.
What you get
COACHING OUTLINE
Check your wealth foundations
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.
Considering ‘the end in mind’
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.
Time to consider taking action
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.