Objective Financial Advice

Always Client First

Our Analytical Approach

We are a goals based practice, delivering personalised and unbiased financial advice to our clients. Our clients tell us they value our straight-forward approach, technical expertise and our ongoing relationship. Always acting in the best interests of our clients - we are guided by the fiduciary duty.

Our Analytical Approach

Our service includes a detailed client consultation to help identify gaps and opportunities to improve your financial position. This leads to a comprehensive report that includes an implementation plan and cost analysis. Our individualised plans, with evidence based recommendations, are designed to move you towards your stated goals. Regular progress meetings ensure that we remain on track.

Significant Experience

Our Analytical Approach

Significant Experience

For over 25 years we have worked with a large number of clients, including:

Individuals and Family Groups
Business Owners
Professionals
Superannuation Funds
Not-for-Profit Organisations

We are well placed to assist with your planning needs.

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Disclaimer

Please note that while Longreach Private Wealth has made every possible effort to ensure the reliability of the source of this document, neither Longreach Private Wealth or the licensee makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness or timeliness of any information disclosed or represents that its use would not infringe on privately owned rights. The opinions of the authors expressed herein do not necessarily reflect those of Longreach Private wealth or the licensee.

General Advice Warning

The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

Financial Services Guide

Please refer to the Downloads section

Torokina Investments Pty Ltd ATF The Dowling Trust t/as Longreach Private Wealth

Corporate Authorised Representative No. 001286420 of

John Cameron Financial Planning Pty Ltd

Holder of Australian Financial Services Licence No . 515139