Business overview
Caro and Co Insurance Specialists provide the following Advice based service for their clients; Insurance reviews for personal, business and farming. We review our clients situation and make recommendations to reduce any financial risks they could face or be exposed to personally or in their business or farming industries. This also includes reviews of shareholder Protection and the Shareholder Agreements, Loss of Revenue to a Business, Loss of KeyPerson (and the Revenue they may generate), Debt Protection, ACC covers, Wills, Trusts , Succession planning for future generations and other estate planning.We use specialists for Commercial and Fire & General Insurances, and Investment and Financial Planning Advice, and Trust arrangements. This way our clients can feel like they are dealing with a One Stop Shop. Often clients are not aware of the need for Protecting their Assets via Trusts or ensuring they have Enduring Powers of Attorney in Place for themselves and their loved ones.
Products and services I offer
Phone us First - We are ALL Care & ALL ResponsibilityWe are Your ADVOCATE - We are one of the few Companies that process the claim on your behalf.....ie we DON'T send you to the Insurance Coy to deal with in your time of need
Guaranteed Financial Outcomes when you get sick or injured or meet with an untimely death
We have Agencies with ALL the top insurance providers in NZ
We have the skills to challenge an insurance company's outcome when appropriate
Why I'm in the Venus Network
We believe in community and working within the Venus community means we can utilise each others expertise where required and thus help grow each others businessesMy gallery
Testimonials
Sally & Ross Mutton former Harcourts Agent and now GM for Dress for Less - Cardiac Arrest Survivor - Trauma, Mortgage Repayment, Premium Waiver & Medical Claim. Ross Cardiac Surgery medical claimPatsy & Brian King owner of Harcourts Hamilton- Open Heart Surgery Survivor - Trauma & Medical claim
Stacy & Kerry Crammond owner of The Pool Doctor - Elbow fracture - Lump Sum Payment; Income Protection, Mortgage Repayment, Premium Waiver claim + business Loss of Revenue claim. TWICE for the injury re-occurrence
My point of difference
We are just a phone call away. We truly care about our clients, they are not just a number. When they have an illness or injury they know that we are just a phone call away, to guide them through the medical treatment process, make personal recommendations for surgeons and help transact the claims process while they attend to their health needs.We ensure their financial wellbeing is taken care of in the manner they expected.
We will always challenge an outcome if the desired result is less than our expectation.
My latest business news
Being appointed one of three NZ Regional Chairpersons for the $Million Round Table. A global organisation for Financial Advisers based out of the USA. I will be attending their Annual Meeting in Vancouver June 2016.A successful "NZ Women in business lunch" held in my home and catered by MKR Winners Neena Truscott & Belinda Macdonald, with the honourable Louise Upston as Guest Speaker. This was a fundraiser for Waikato Breast Cancer Tst
