Reviews of UGRO Wealth: Financial Advice for Everyday People!. (Financial Consultant) in Auckland (Auckland).

UGRO Wealth: Financial Advice for Everyday People!

50 Reviews

14 Comments

Financial Consultant

Financial planner

Insurance broker

Investment service

Mortgage broker

301/28 College Hill, Freemans Bay, Auckland 1011, New Zealand

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Information of UGRO Wealth: Financial Advice for Everyday People!, Financial Consultant in Auckland (Auckland)

Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.

This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!

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Reviews of UGRO Wealth: Financial Advice for Everyday People!

N. B.

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.

K. K. H.

Darcy is the best financial advisor for us! He took the time to get to know us, our backgrounds, and financial personalities and used this information to come up with an "out of the box" plan going forward. My husband and I now feel like we have direction and know that our dreams can turn into reality. I would highly recommend Darcy to anyone wanting financial advice. Thank you for the great service Darcy!

W. W.

Darcy is an approachable, friendly, and knowledgeable financial advisor. Although I have not used his services in a paid-for capacity, I would not hesitate in recommending him to anyone that is seeking financial advice. He walks the talk and understands what it means to provide independent and objective advice. I welcome his point of view which is refreshingly different to what you may hear from some other advisers. Sidenote - the NZ Everyday Investor Podcast which Darcy publishes is fantastic. The interviews are always very informative and entertaining. Have a listen and learn something new!

A. B.

We have really enjoyed working with Darcy so far. He has helped us buy our first home and get insurance. Darcy’s approach is very personal and he ensures that he understands all the factors in your life before offering advice and options. He is able to explain things in a simplified way that ensures we are confident in our situation and what we need to do.

C. M.

I always recommend Darcy to friends who are looking at buying a property or trying to figure out their insurance. He helped me with my first home, and most recently with an investment property. Darcy’s approach is logical, authentic and highly personal - he takes the time to understand your views on money and risk, as well as your life circumstances and how these might influence your financial decisions. I’ve always found him genuinely interested in the financial well being of his clients. Give Darcy a call - your future self will thank you!

M. J.

Darcy and team are probably the most professional services crew I've worked with in NZ! Buying a house is a stressful event, and they did everything they could to minimise that for me, and also to get me the best priced and structured mortgage for my circumstances. They go out of their way to make things easy and strike the best outcome. And they are MUCH more than mortgage brokers - Darcy did a superb financial analysis and forecast with me and gave me some great advice, which has changed my financial wellbeing significantly. Highly recommend! Thanks, Melissa

v. t.

We've really loved working with Darcy. He has given us excellent advice over the years as we have bought and sold homes, and finally now, purchased our first rental property. He always gets us great rates when we are redoing our mortgages and takes the hassle and stress out of it all. Plus we love how he thinks outside of the box. We have real confidence in Darcy's ability to help us prepare successfully for retirement and beyond. Thanks Darcy! Look forward to hopefully working with you again to secure another rental some time in the not-too-distant future.

N. B.

Darcy helped us to remortgage so that we could buy out our business partners. His advice and help along the way was both professional and efficient, while at the same time humorous and approachable. When banks, money and finance do not come naturally to you, Darcy cuts through all the complication and makes it all seem so clear and simple. In our initial meeting, Darcy really took the time to understand our situation, business and future goals. He then helped us to better understand where we were at, what was possible and were we could go from here. It was like mortgage broking and financial therapy all rolled into one. Definitely grateful that we were introduced to Darcy and his team.

T. S.

Darcy has guided us through several property purchases, and given us some clear, achievable goals towards financial freedom. Highly Recommend his services, as well as his advice regarding insurance.

P. M.

Darcy and Gayna have always been super helpful and offer amazing service. This was my second time dealing with them for a mortgage and they made it a breeze even with the lockdown everything went ahead without a hitch! Thanks Team!

T. H.

Excellent advice and service! Darcy thinks outside the box and provides excellent solutions. I highly recommend Ungaro and Co when searching for mortgage guidance.

p. x.

We got our mortgage through Darcy and his team. Great service and we got a great rate too. Ungaro & Co made our house buying process painless.

O. M.

Friendly, professional service and good advice from the team at Ungaro & Co. I highly recommend working with them.

C.

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