Danny Bowe Email & Phone Number

Melbourne, Vic, Au

Melbourne, Australia

Business owners, how do you ensure that your interests and that of your estate are protected if you are deceased or totally & permanently disabled? I specialise in working with the business clients of Accounting Firm Partners and Managers, with particular emphasis on Buy & Sell Agreements and Key Person protection. I have the experience and the expertise required to establish Buy & Sell Agreements between business owners and identifying the risk and potential loss to businesses where a Key Person is involved.WHO IS PRIME FINANCIAL GROUP?Prime Financial Group is an ASX Listed Integrated Wealth Management Firm for business owners and family groups. We were founded in 1998 by accountants and today that DNA continues through our working relationship with clients in partnership with their accountant.We are a National Advisory Firm managing over $1.0B of client assets with a focus on helping clients protect their assets and build their wealth.OUR MISSIONOur belief is that clients are best served by receiving Accounting and Wealth Management advice (with the Accountant central to this) as part of one complete ‘Integrated’ service.We deliver a 3 Dimensional Approach to help clients lead the life and lifestyle they want with an integrated Accounting, Asset Protection and Wealth Management Advisory Service.Our aim is to be the premier partner to Accountants for growth, succession and integrated wealth management.