CARO & CO

INSURANCE SPECIALISTS
Financial Service Provider

You own a business or you have a family to support.

Your life is weighed down with ‘What Ifs’: what happens if you have an accident, what happens if your business partner becomes ill or dies, what happens if a key person in your business leaves? How will you survive?
Life is filled with unexpected events that can spell financial disaster. So it’s crucial to get things right before they go wrong.
Caro & Co Insurance Specialists is dedicated to eliminating the risks in your life, allowing you to rest easy, sleep at night by Guaranteeing the financial outcomes if you can’t work due to sickness or injury.
Caro & Co Insurance Specialists is built strong on the foundations of caring and justice, ie doing the right thing and caring for your business and personal wellbeing and financial security.
Our company is dedicated to tailoring risk mitigation strategies to fit each individual client and their individual circumstances – no one-size-fit-all. We ensure you and your family do not suffer financial impact through ill health or death.

Eliminate the What Ifs

Our Advice is independent, completely objective, with financial outcomes that are guaranteed.

Caro & Co is not aligned to one product provider, which means we have the flexibility to align products to suit your particular Personal or Business or Health needs.
Caro & Co’s support for each one of their clients doesn’t stop once the insurance policies are implemented. The team understands claiming can be fraught with stresses, and firmly believe in caring for you throughout the process, liaising with insurance companies on your behalf.
Caro & Co’s mission is to ensure you get the right Advice for today’s plans, Advice that will see you through to your future goals, and beyond. Our annual review process ensures we are top of mind to incorporate your ongoing changes into your Insurance plans.

Industry Memberships

NZFAA: New Zealand Financial Advisers Association is a professional body, which provides industry and business seminars.

ISO: Insurance & Savings Ombudsman Scheme. Industry compliance obliges insurance specialists to belong to a scheme to which clients can refer, over and above the individual specialist.

FSP: Financial Services Provider is the body to which Caro & Co is registered to practice.

Financial Adviser specialising in Insurance

Caro & Co’s vision and direction

The disciplines of work hard and doing the right thing drive Caro & Co. It’s a business that believes in the key elements of ‘Looking after each other, nurturing each other and caring for each other’ to all stakeholders.

Caro & Co is founded on the principles of our “WHY”
Who are our stakeholders?
The people. It is all about the people, our community and our families. We create security for families’ financial future, either via their employers and their employees, our contractors, our key support networks and industry providers, our community. Our families.
What is our philosophy?
To make both personal and business decisions based on integrity and with dignity. To do the right thing We stand for justice – just behaviour and just treatment for all our stakeholders. Justice – standing beside you
Our mission statement
To continue to build a practice that is sustainable to all stakeholders. Sustainability through health and wealth
Our vision
To continue to grow our practice through our culture, values and beliefs. "Harmony.”
Simon Sinek: ‘Bringing WHY to Life’