Services
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Experienced Financial Advice
Financial Coaching
Sounding Board Session
This is a 2-hour online session with Darcy Ungaro, designed for those defining or refining a financial strategy. This ‘set-fee’ session is perfect for those requiring high-level input and clarity, or help making a big decision. Further information and booking details are available on the Radical Investment website.
Future Ready Sessions
Two personalised coaching sessions with Darcy Ungaro held over two weeks. This ‘set-fee’ session is perfect for either online or in person meetings to discuss slightly more complicated situations, at a deeper level. Further information and booking details are available on the Radical Investment website.
Experienced Financial Advice
Investment Adviser
Investment Plan
We develop investment portfolios over $500k that factor in your specific values, tolerance for volatility, and your own unique perspective of the future. Your individual business or family situation, along with investments that you self-manage, will be accounted for.
KiwiSaver Investment Plan
Using the KiwiWrap platform, we can build and manage bespoke KiwiSaver portfolios for balances greater than $50k. We can accommodate most individual asset allocation requests, and/or provide comprehensive advice that factors in your own circumstances.