WA Capital Investment Pty Ltd provides a full spectrum of investment and financial services, each delivered with the precision of institutional-grade research and the responsiveness of a boutique, client-focused advisory practice.
Our core advisory service provides independent, evidence-based investment recommendations tailored to your specific financial circumstances, goals and risk profile. We take an unbiased, whole-of-market approach — our advisers are not tied to any product platform or fund manager, ensuring recommendations are made solely in your best interest.
Whether you are building a portfolio for the first time, reviewing an inherited investment strategy, or looking for a second opinion on your current holdings, our advisers deliver clear, actionable guidance backed by rigorous research.
For clients who prefer a fully managed approach, our portfolio management service takes care of the day-to-day investment decisions within agreed mandates. We actively monitor market conditions, corporate events and economic indicators to make timely adjustments that protect and enhance your portfolio value.
Our investment committee applies a disciplined, research-driven process to portfolio construction — drawing on fundamental analysis, macroeconomic research and quantitative screening tools to identify compelling opportunities while managing downside risk.
We assist Western Australian businesses at various stages of growth to access the capital they need to scale. Our capital raising practice combines deep relationships with local and national investors with expertise in structuring transactions that work for both companies and their prospective backers.
We manage the entire capital raising process — from initial financial modelling and information memorandum preparation through investor introductions, due diligence management and transaction execution.
True wealth management goes beyond investment returns. Our holistic financial planning service looks at the complete financial picture — income, expenses, tax position, super, insurance, estate planning and long-term wealth transfer — to create a cohesive strategy that maximises your lifetime financial outcomes.
We specialise in serving high-net-worth individuals, executives, professionals and retirees across Western Australia who require sophisticated, integrated financial planning that coordinates across multiple specialists and structures.
Western Australia's property market operates with distinct cycles driven by mining activity, population growth and infrastructure investment. Our property investment advisory service leverages deep local knowledge to help clients identify, evaluate and acquire property assets that deliver strong risk-adjusted returns.
We advise on both direct property investment (residential, commercial and industrial) and indirect exposure through REITs, property syndicates and mortgage funds — ensuring property plays the right role within your broader investment portfolio.
The Australian financial services regulatory environment is complex and evolving. Our risk and compliance team assists investment businesses, SMSF trustees, private investors and corporate entities to navigate ASIC regulations, AML/CTF obligations and investment governance requirements with confidence.
We also provide portfolio-level risk management advisory, helping clients understand their exposure to market, credit, liquidity and operational risks — and develop appropriate mitigation strategies.
WA Capital Investment Pty Ltd charges fees that are transparent and clearly disclosed before any engagement commences. We operate primarily on a fee-for-service basis, avoiding the conflicted remuneration models that have historically compromised the quality of financial advice in Australia.
Depending on the service, fees may be structured as fixed engagement fees, percentage-of-assets under management, or success-based arrangements for capital raising mandates. All fee structures are set out clearly in our engagement letter and Financial Services Guide (FSG) provided prior to any advisory service commencing.