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.
www.linkedin.com/in/peter-dowling-4ba40322
John Cameron - Financial Adviser
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.
www.linkedin.com/in/johngcameron