Wealth Builders Ltd
Office: 09 44 66 057
Mobile: 021 960 537
info@wealthbuilders.kiwi
Wealth Builders

PLAN YOUR BUSINESS EXIT

About Us2016-12-01T22:46:54+00:00

Develop a sound business strategy with our senior risk consultant

Prudent business people protect their assets against any possible unforeseen circumstances. To future proof your business and ensure your family continues to enjoy a suitable lifestyle, speak to experienced financial adviser Barry Vincent from Wealthbuilders.

 

You’ll benefit from Barry’s wealth of experience and his large network of professional advisers for matters concerning taxation, estate planning, accounting services, business management and growth, finance, and life & health insurance. Barry regularly attends industry seminars, both in New Zealand and overseas along with undertaking extensive training and research. Independent research ensures that you will receive the best possible risk management advice. For help with devising an effective and practical business exit strategy, contact Barry at Wealthbuilders for solid advice.
Barry Vincent
Barry VincentACC & Corporate Risk Specialist

Barry Vincent from Wealthbuilders is an experienced and qualified professional who has been involved in insurance and financial planning for over 22 years.

Barry Vincent is a Registered Financial Advisor – FSP294626. His disclosure document is available on request.

Barry Vincent

Altogether he has over 32 year’s experience as an adviser in the financial services industry. Barry uses three sources of independent research to ensure that clients receive unbiased advice around  risk protection. As he has operated his own businesses for many years, including dairy farming and a large horticultural enterprise, Barry understands the risk and pressures that business people face.

During his 12 year career with BNZ, Barry gained valuable accounting qualifications. Barry also spent 4 years as the Chairman for the contact telephone counselling service and he is a Fellow of the Life Brokers Association (FLBA).

He has also been a regular attendee at the prestigious Million Dollar Round Table conferences in North America to gain valuable knowledge in order to assist his clients with their forward planning.

  • Preliminary Life Assurance Sales Certificate – LUA 1991
  • Counsellor Salesperson Course – 1992
  • Phoenix Seminar – 1993
  • Social Styles Seminar – 1993
  • FPG Financial Planning – Honours Pass 1994
  • IIAA Corporate Insurance Course – Merit Pass 1997
  • Advanced Business Practice Diploma – 1998
  • Barry Trotter Award for Outstanding Service to Clients – 2001

Professional Indemnity

For your peace of mind, Barry Vincent and Wealthbuilders hold professional indemnity insurance.

This insurance provides protection for clients against breach of contract, defamation, any errors or omissions, employee dishonesty, intellectual property and the loss of documents. It falls within the Fair Trading Act of 1986, is underwritten by Lumley Insurance Ltd and also covers:
  • Joint venture liability
  • Innocent non-disclosure
  • Automatic re-instatement
  • Costs of representation at registered board meetings
  • Previous business