It's Time to Start Getting on With it! π
What you'll get:
π― Personalised Expert Guidance: Financial advice is more than just information - if that's all you need, these days you can learn quite a lot on-line. True advice involves guidance, prompting, and creativity. 'Advice' should actually move the needle, because it should move you. I don't offer just tips and tricks; I focus on identifying and addressing any barriers in the way that we can do something about.
π‘ Customised Wealth-Building Strategies: Uncover the wealth-building strategies that should work for your financial personality. Your style of investing doesn't have to fit the mold of someone else's thing. You can do pretty awesome things in life when you wealthy, so I'd like to figure out if there's a way to make things better for you. With your input, we'll design and modify your very own financial plan over time. It doesn't have to be perfect to actually move the needle, so long as you're committed to learning.
π Support and Accountability when you need it: You're in charge of building your own wealth, but I'll help you stay on track and achieve your financial goals the more time we spend together. If you need more, you're always welcome - otherwise, you take what you need.
During your exclusive financial strategy sessions, you'll receive practical examples of what you can implement in your world. A roadmap to buy your first, or second home, or rental property. A clear strategy to fund your retirement, using managed funds, shares, KiwiSaver, Property, Leverage, Gold or Crypto. The tools you use are secondary; it's the masterpiece you're crafting that truly matters
Some conditions:
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Any investment advice is intended for self-directed investors who will implement their strategy independently. Consequently, my recommendations will always avoid the recommendation of specific shares or funds.
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This service is provided independent of the other services Ungaro & Co can provide: You will not be charged fees to implement a financial product: Mortgages, KiwiSaver, or Insurances).
Don't wait any longer - Get a strategy together now! Make sure you come out on top in the end. Book your personalised financial strategy session now and start your journey towards wealth that's real! β¨
At point of purchase, we'll start with a quick 15-min chat before our session starts, or if you like, you can make a time to speak with me now before you purchase.
All prices include GST
$1,748.00 NZD