About Us

Who We Are

West Cape Wealth Management was launched in 2018 by the team at Evans Rapley & Partners, a boutique wealth management practice that has successfully operated in the metropolitan area of Western Australia since 2013.

In 2017, Managing Director Malcolm Evans had a vision to bring his proven wealth management and advice expertise to the South West region, an area the Evans family has a long association with.  This proven capability is now available to the South West community.

We think about money not as wealth, but rather as a resource.  We challenge our client’s belief that financial advice and wealth management is only about money.  

Guiding you to achieve meaningful and enhanced wealth management outcomes is our expertise.  Drawing on our many years of experience through multiple market cycles, West Cape Wealth Management delivers a unique wealth management experience.

What our Clients Say

I have depended on West Cape Wealth Management for many years now and our professional alliance has grown over that time into a relationship of trust and confidence. 

Carolyn

Carine

We live in a world of increasing “slogans without substance”.  West Cape Wealth Management are the antithesis of this.  Rather, they’re a modern, progressive team with broad visions but old-fashioned values and ethics.

Dr. Gary Wilson

Margaret River

Financial security is the ultimate expectation.  I would say that in my dealings with Malcolm Evans those expectations have been met.  He is an authentic person.

Jane Wilson

Margaret River

Malcolm implemented and connected us with the relevant experts and professionals for the establishment of our wills, trust structures, self-managed super fund, and life insurance. 

The whole journey to date, progressively took us from absolute confusion and dismay, to clarity and peace of mind.

S.Buckingham

Wembley

Our Process

Our advice is a unique goals-based process that is designed to allow us to deliver meaningful and enhanced wealth management outcomes to our clients.

By developing a deep and thorough understanding of where you are today, we can identify and help to solve the complex issues that may impede your ability to achieve your Life Plan.

1

Discover

 This consultation is about you. Our discovery meeting is charged at hourly rates, but will be rebated to you should you wish to proceed.

2

Engage

After our discovery meeting, we apply our wealth management expertise to your set of circumstances and aspirations.
3

Advise

We are clear on the scope of our engagement and your Life Plan.  We now deliver your advice to achieve your aspirations.

4

Access

Ongoing access to our team to ensure timely and accurate execution of our recommended strategies to gain maximum benefit.

5

Progress

Progress meetings are designed to add tremendous value to your life, as it is the chance for you to visualise your progress.

South Perth

205/26 Charles Street
South Perth WA 6151

PO Box 259
South Perth WA 6951

Margaret River

By appointment.

 

 

Evans Rapley & Partners Pty Ltd (ABN 61 160 772 074) business name West Cape Wealth Management is a Corporate Authorised Representative (Authorised Representative Number 432213) of KLI Accountants & Wealth Managers which operates as an Australian Financial Services Licensee (AFSL No: 452 054) ABN 36 167 537 546.

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