Build | Grow | Protect

The Longreach Story

Longreach Private Wealth was established with a key aim - how do we better serve our clients.

Experience gained working in private and institutionally owned advice businesses has provided a broad perspective and focused our thinking - customised advice and personal service is the key.

One size does not fit all.

Who do we work with?

We provide comprehensive wealth management services to:

  • Individuals

  • Family groups

  • Professionals

  • Business owners

We partner with clients who seek an ongoing relationship, working closely with us to understand their needs and objectives, developing and implementing strategies to maximise their financial position. 

Growing wealth, transitioning from employment to retirement, navigating the complexities of the sale of a business, generational wealth transfers, a significant life event - each client has their own unique story. As your needs and priorities change throughout your life, we’re with you and your family, every step of the way.

From experience, we appreciate it isn’t all “about the numbers”– striking a sensible balance between leading the lifestyle you desire and ensuring financial peace of mind.

Investment Philosophy

A strong investment philosophy supported by quality research provides a sound foundation for future success. Key beliefs include:

  • Investment markets are inherently complex, and risk and return are related

  • Successful investment is about managing risk, not avoiding it

  • A strategic approach to asset allocation is critical to future performance

  • A focus on long term outcomes

  • Simplicity and understanding eclipse complexity

  • Net returns are important, fees should be closely managed, monitored and budgeted for

Meet the Team

Peter Dowling

  • Peter offers his clients significant industry experience having been involved as a shareholder and employee in a number of small and large institutionally owned financial planning groups over the past 25+ years.

    Peter is known for his personal approach, cutting through complexity, to deliver financial strategies that fit client goals, objectives and their passions in life.

    Peter holds a Bachelor of Economics and Graduate Diploma in Applied Finance and Investment. He is also a Certified Financial Planner, a designation issued by the Financial Planning Association and a Registered Tax (Financial) Adviser with the Tax Practitioners Board.

John Cameron

  • John has been directly involved in the financial services industry since 1982 and has previous relevant experience in stockbroking, money market operations and financial journalism. His first degree was in Economics, (B.Econ) and he remains a keen student of economics and business. John also holds a Bachelor of Commerce degree (B.Comm) and a Master of Business Administration (MBA). He completed a post graduate diploma in Economics from Murdoch University in 2012.

    John believes in helping clients achieve their goals and working with them through good times and bad to do so. He has some clients with over 20 years standing. John sees his role as helping clients "Preserve, Protect and Grow" their wealth.