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.  Our proven capability of delivering meaningful and enhanced wealth management outcomes to our private metropolitan clients is now available in the Margaret River and South West region.

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 of W.A.  From Boyup Brook and Bridgetown and continuing along the banks of the Blackwood River to Augusta, the Evans family have an extensive history in running and managing small businesses across multiple industries.  It is this long association and a personal desire to raise his family in the beautiful natural environment that defines the region, that brought Malcolm and West Cape Wealth Management back to the south west.

Autonomy is an important attribute of our business. Our advice is designed to work in unison with you both now and in the future and is not product driven. This enables us to deliver personal wealth management outcomes that are specifically tailored to meet our client’s needs first. We are proud to be a fee for service practice and as our key personnel are also shareholders in our practice, we believe this truly aligns our interests with those of our clients. As a result of this alignment, our business success is directly related to both the tangible value and intangible advice outcomes we deliver for our clients.

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.

Why we do it

Why do we do what we do?  Our proposition to ongoing private clients is clear:

To assist aspirational people achieve meaningful and enhanced wealth management outcomes.

We provide a unique and personal experience to our ongoing private clients by defining wealth management differently to most other traditional financial planning or wealth management practices.

We define wealth management as the holistic process of first identifying and then enhancing the desired wealth outcomes for our client’s.  We believe a further defining quality of wealth management is that it is delivered in a collaborative and consultative manner.

Why are we unique?

For many years, most traditional financial planners have been aligned with the major banks and focused their recommendations on providing financial products or transactions as opposed to meaningful advice.  Our metropolitan experience also indicates more and more wealth management firms will only deal with high net worth individuals and families.  West Cape Wealth Management strives to deliver meaningful advice, not products, to aspirational people regardless of net worth.

This is an important point of difference of our business.

We think about money not as wealth, rather as a resource.  We challenge our client’s belief that financial advice and wealth management is only about money.  It’s not about how much money you have, or don’t have.  It’s about identifying what you value and helping you to be clear on your short – medium – and long – term financial aspirations.

Let us take you through our unique process and show you how we can assist you to achieve meaningful and enhanced wealth outcomes to help you to get where you want to go.

Want to learn about our unique process?