Our History

Our clients are predominantly situated in the south west of Western Australia, as far south as Manjimup, as far north as Perth, and everywhere in between. Our offices are based in Busselton, however we visit clients in the Dunsborough, Margaret River, Manjimup, Mandurah and Perth areas. Cape Financial Management took over from Cape to Cape Financial Services in 2015. This continues the long tradition spanning over five generations of financial planning in the region. The practice principal Shane Reid was born and bred in the South West, growing up on his family’s farm. Shane has a solid understanding of community values and provides the services of Cape Financial Management with community and family as a fundamental driver.

Our Philosophy

Our door is always open to provide you with expert financial advice you can have confidence in. As experienced professionals with a proud local history, adding value and maintaining community trust in our service is important to us. In association with AMP, our commitment to your financial security is through advice that respects your individual needs. Our role is to understand our clients' financial and lifestyle objectives, and provide quality advice to assist them to achieve these goals. Our relationship with our clients is the key to our business. We pride ourselves with delivering advice and education to our clients in a professional, friendly environment.

Our Support Staff

Support staff members are an integral part of any business. Sharyn Baylis joined the practice in early 2010. She is responsible for assisting clients over the phone; appointment scheduling; administration support; and preparation, lodgement and implementation of new business applications. Her friendly, can-do attitude makes her a perfect fit within the Cape to Cape Team to deliver an outstanding client experience. Her dedication, professionalism and attention to detail helps deliver the best results for all.