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. 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. Clients tell us they value our straight-forward approach, technical expertise and our ongoing relationship. We are guided by the fiduciary duty - always acting in the best interests of our clients.