Longreach Private Wealth is a goals-based financial planning practice in Australia, dedicated to providing personalised and unbiased advice to clients. With over 30 years of experience, the firm offers comprehensive consultations to identify financial opportunities and gaps, leading to tailored implementation plans and cost analyses. Their commitment to acting in the best interests of clients is guided by a fiduciary duty, ensuring transparency and alignment of interests through a fee-for-service pricing model.
Founded on the principles of collaboration and individualised planning, Longreach Private Wealth works closely with clients to define and achieve their financial goals. The team, led by Director and Financial Adviser Peter Dowling and Financial Adviser John Cameron, brings a wealth of industry experience and expertise to deliver strategies that align with client objectives and passions in life. Their strong investment philosophy, supported by quality research, forms the foundation for long-term financial success.
Longreach Private Wealth’s services cater to individuals, family groups, and business owners seeking strategic financial advice and ongoing relationships. Emphasising regular progress meetings and partnerships with professionals like accountants and lawyers, the firm aims to provide consistent and comprehensive advice solutions. With a focus on helping clients “Preserve, Protect and Grow” their wealth, Longreach Private Wealth is well-equipped to assist clients in achieving their financial aspirations.