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Caro Gatley

Caro Gatley

About

“I am in the business of helping people. I am committed to my clients, especially at claim time. They need to know their policy is going to look after them in the event of illness, an accident, disability or an untimely death. I am just one phone call away from taking care of the paperwork, transacting a health claim for financial guaranteed outcomes.”

Caro has spent 30 years in the insurance industry, and is now in her 18th year of private practice.

She is one of the prestigious top 5 percent of business advisers in New Zealand.

Caro prides herself on her integrity and work ethic, her passion and dedication to her clients.

As a Financial Adviser, professional development is vitally important to Caro. She participates regularly in courses provided by various insurance companies covering topics including ACC regulations, Compliance Acts, Legal Acts, Trust Acts, Privacy Acts, Accountancy financial statements, roles of Directors and Government legislation.


Memberships include formerly Million Dollar Round Table – a strategic planning and mentoring organisation, Financial Advice NZ (FANZ), Corporate Club, Marlborough Chamber of Commerce, Networkers, Venus NZ, Angel Investors Marlborough.


Trustee: Breast Cancer Research Tst (Waikato), Peptalk Foundation (Marlborough).


Sponsor Inspire Marlborough; Hautapu Rugby, Motoure-Awatere Rugby, Rapaura Tennis Club

Contacts

Primary
Caro&Co Insurance Specialists

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