Longreach 
Private Wealth
Longreach 
Private Wealth
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About Us

Why Longreach Private Wealth?

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.  

Who We Help

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.

Investment Philosophy

 A strong investment philosophy supported by quality research across all available investment opportunities,  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

Our People

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 


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.


 Copyright © 2021 Longreach Private Wealth - All Rights Reserved. 


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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