Longreach Private Wealth was established with the aim of delivering personalised and unbiased financial planning advice. Goals based advice is at the core of our offering. Conversations to develop and define your goals and implementing strategies to improve your probabilities of achieving these outcomes.
For transparency and to align our interests, we adopt a "fee for service" pricing model, agreed in advance, reviewed annually and charged as a flat dollar amount.
We work with individuals, family groups and business owners who seek quality strategic financial advice and an ongoing relationship.
Our engagements are flexible, including "one-off" pieces of advice to address a specific issue and ongoing arrangements based around regular progress meetings.
We believe in collaboration, working closely with other professionals such as your accountant and lawyer, to deliver consistent and comprehensive advice solutions.
A strong investment philosophy supported by quality research across all available investment opportunities, provides a sound foundation for future success. Key beliefs include:
Peter Dowling - Director and Financial Adviser
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.
Peter has partnered with John Cameron of Black Swan Event Financial Planning. John is a vastly experienced adviser having been in the industry for many years and holds similar view in terms of his client first approach.
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General Advice Warning
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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