West Cape Wealth Management is a privately owned boutique wealth management practice that has successfully operated in the metropolitan area of Western Australia since 2013.
In 2018, managing director Malcolm Evans had the vision to bring his successful wealth management and advice expertise to the Southwest region. The Evans family has a long association with the Southwest 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 of running and managing small businesses across multiple industries.
How do we deliver?
We apply a unique goals-based process that is designed to allow us to deliver meaningful and enhanced wealth management solutions to our clients. We spend the necessary time to develop a deep and thorough understanding of your unique situation to ensure that we are very clear on your short – medium – and long-term financial aspirations. We then apply our technical advice expertise to construct financial strategies around your unique set of circumstances and personal aspirations.
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.