Trevor
Trevor Carty has in excess of 21 years of professional experience in the Insurance Industry. He is a Precutor (that’s a pre-estate executor) of note!
Trevor offers personal service and touch – using his relevant knowledge and experience, alongside the most current legislative, industry and product specific information which he applied to his high net worth, entrepreneurial and family orientated customer’s specific needs.
Trevor delivers personalised and tailored risk and investment solutions taking estate and succession planning into account.
Trevor’s insight into creating Your Life Legacy with the correct use of trusts, wills and estate minimisation strategies has assisted many wealthy families to pass wealth generationally.
Trevor’s service level agreements and turn around times ensure efficient implementation of individual plans and his ongoing management has lead to him now dealing with many of the third generations of his original client’s and their family wealth.
Trevor is different and recognised as such by his clients and their PFO – Personal Financial Organisers, are testimony to their peace of mind and family security now and into the future.
Oh, and you may enjoy sharing some real life time playing golf, enjoying a social over a beer, some wine or a single malt – or perhaps find yourself fishing with him.
Trevor has the backup and support of a highly regarded back office administrative team and is technologically enabled.
So why not pop in at our comfortable Bryanston offices and lets discuss your family, your business and your life passions and see if Trevor becomes Your Life Legacy co- author.
Here is to you, may God’s blessing, prosperity and protection cover you, your family, your business and Your Life Legacy.
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