A Western Australian investment management and corporate advisory firm built on discipline, transparency, and long-term relationships.
Westgrove Capital Pty Ltd was founded in Perth to address a gap in the Western Australian market: independent, fee-for-service financial advisory that prioritises client outcomes over product sales.
Operating from our offices in the Perth CBD (WA 6000), we serve a select group of individuals, families, and mid-market enterprises — providing investment management, corporate advisory, wealth strategy, and project finance services built on institutional-grade research and rigorous analysis.
Our approach is deliberately focused: we limit the number of engagements we take on so that every client receives senior-level attention from our principal advisers. We believe that trust is earned through consistent, transparent advice — not volume.
As a registered Australian company (ABN 88 697 616 307 / ACN 697 616 307), we operate in full compliance with the Corporations Act 2001 (Cth), the Australian Consumer Law, and the Privacy Act 1988 (Cth).
Start a ConversationOur mission is to be Western Australia's most trusted independent capital advisory firm — delivering transparent, research-driven advice that protects and grows our clients' wealth across generations.
"Sound advice is not about predicting the future — it's about preparing for it with discipline, clarity, and a long-term perspective."
We provide honest, objective advice free from product conflicts. Our fee-for-service model ensures our interests are aligned with yours, always.
Institutional-grade research and analysis underpins every recommendation. We do not rely on hunches — we rely on evidence and disciplined methodology.
We limit our client base deliberately so that each engagement receives senior-level attention. Relationships, not transactions, drive our practice.
We take seriously the responsibility of managing our clients' capital. Long-term wealth preservation, not short-term gain, is our guiding principle.
Our team brings decades of combined experience in investment management, corporate finance, and wealth advisory across Western Australia.
Oversees the strategic direction of Westgrove Capital — from investment philosophy and client engagement to long-term growth and governance across the firm.
Leads portfolio construction, asset allocation, and manager selection — ensuring every investment strategy is underpinned by rigorous research and risk discipline.
Manages day-to-day operations, regulatory compliance, and client reporting — ensuring the firm meets its obligations under the Corporations Act and Privacy Act.
Whether you're an individual investor, a family group, or a mid-market business seeking strategic advice — our Perth-based team is ready to help.