Metro expertise, regional presence.

A unique wealth management experience

About Us

Who We Are

West Cape Wealth Management is the new brand from the successful wealth management team at Evans Rapley & Partners.

Evans Rapley & Partners is a privately-owned wealth management business that has successfully operated in Dalkeith since 2013.

In 2017, managing director Malcolm Evans had a vision to bring his successful wealth management and advice expertise to the South West region.  The Evans family has a long association with the south west region.

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.

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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

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Our Process

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

By developing a deep and thorough understanding of where you are today, we can identify and (if you choose to work with us) solve the complex issues that may impede your ability to achieve your Life Plan.

1

Discover

Our initial consultation and is completed at no cost to you.  This consultation is about you. 

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 deliver our strategy advice and any product advice

4

Execute

Ongoing access to your wealth manager 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. 

West Perth

The Park Business Centre
45 Ventnor Ave
West Perth

hello@wcwm.com.au
(08) 888 888 888

Margaret River

The Park Business Centre
45 Ventnor Ave
West Perth

hello@wcwm.com.au
(08) 888 888 888

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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