Testimonials

As a person who has never had a head for investments, I need a knowledgeable financial advisor I can depend upon to make good decisions, which are in my best interests.  I believe I have that and trust West Cape Wealth Management implicitly to ensure my future is secure.

They spend a great deal of time getting to know and understand my financial situation, needs and expectations and present financial advice commensurate with these requirements.  I also know that I can call upon them for assistance in financial matters whenever the need may arise regarding my personal circumstances.

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.  I have had no hesitation in recommending their services to the younger members of my family.  Adding my family members as clients has enabled a greater understanding of our ongoing financial needs overall.

For me, the most important aspect of our relationship is the confidence and secure knowledge that my finances are working for me in the best possible way.

Carolyn, Carine

My wife and I engaged with Malcolm Evans approximately 8-9 years ago, emerging out of a disastrous financial situation due to the 2008 GFC and impersonal & self-interested financial advice.  He demonstrated a caring, personalized and highly principled approach to helping restore some sense of respectability to our future finances.  He has always listened, and advised, tailoring our needs to our circumstances and wishes.  It is a two-way street.

I would recommend someone form an ongoing advice relationship with West Cape Wealth Management because personalized one-on-one service is something increasingly rare these days.  The ability to pick up a phone and speak to someone, someone who has met you, truly knows you and not just as a portfolio is increasingly rare.

Malcolm strikes me as someone who truly walks the talk and will continue to deliver on his pledges.  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

Being a client of West Cape Wealth Management , I expect that I will be involved with people that are morally principled, honest in their dealings with clients, experts in their field of knowledge and genuinely interested in me as a person.  Most people, like myself, have spent a lifetime engaged in the workforce and I expect that the person to whom I entrust my “hard earned money” will be authentic in their dealings with me and always have my best interests in mind.

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.

I have been involved with Malcolm Evans for approximately 2 years now.  He initially disentangled my husband and I from a Self-Managed Superannuation fund.  This had been a disastrous move for us and we took “a tumble” during the 2008 financial crisis.  At the time we were “time poor” and had put our trust into certain individuals who didn’t respect our hard-earned money in the way that Malcolm has.  After exiting the SMSF, Malcolm has subsequently involved himself in the rebuilding of our respective superannuation funds and other wealth creating platforms.

West Cape Wealth Management have also successfully engaged with my husband and I in our respective Estate Planning and we are extremely happy with the outcome.  He always listens to us and will often offer alternative ways of looking at a situation but never pushes the point.

Malcolm is always keen to engage on a regular basis and always keeps us ‘up to date’.  It is a professional and personal relationship.  Circumstances are always going to change, and I know that my children can always have a ‘go to’ person in the matter of their mother’s financial situation. I know that Malcolm will always give them his time. I believe that we are better off for having an ongoing relationship with our financial advisor. 

Jane Wilson, Margaret River

Malcolm and Peta assisted me to navigate the complex, tedious and time-consuming aspects of a Deceased Estate, including probate, asset transfers and taxation strategies.  Malcolm then diligently and patiently educated us on the various financial planning strategies available for moving forward.

Once we understood the options we wanted to adopt, 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.  We would not envisage anyone navigating this on their own.

S. Buckingham, Wembley