Wright Evans Partners
- Company typePrivate
- Founded2008
- HeadquartersWayville, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
Wright Evans Partners firmographics
Firmographics- Name
- Wright Evans Partners
- Legal name
- Wright Evans Partners
- Website
- https://wepartners.com.au
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Wright Evans Partners industry classification
Industry- Product category
- Chartered Accounting & Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
- akta.pro secondary industry
- Fairness Opinions & Independent Financial Advice (BPAHAOAF)
Keywords
Where Wright Evans Partners is headquartered
LocationHeadquarters
- HQ city
- Wayville
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Wright Evans Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services - Tax & Accounting: Fees for tax preparation, tax planning, individual tax returns, financial and management accounting, BAS preparation, and tax-effective corporate restructuring services.
- Financial Planning Services: Ongoing advisory fees for wealth management, retirement planning, superannuation advice, investment planning, and risk insurance services.
- Self-Managed Superfund Services: SMSF setup, administration, and audit services for clients seeking control over their superannuation investments.
- Business Advisory Services: Fees for business setup, valuation, succession planning, bookkeeping, and compliance services including Single Touch Payroll.
- Finance Broking Services: Commission or fees from facilitating home loans, refinancing, investment loans, equipment finance, and commercial loans through various lenders.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Wright Evans Partners product offering
Product offeringCore offering
Wright Evans Partners is a full-service chartered accounting firm providing tax and accounting, financial planning, self-managed super fund (SMSF), business advisory, and finance broking services to individuals and small businesses. The firm specializes in serving medical and dental professionals Australia-wide with over 25 years of vertical expertise, offering a one-stop-shop for personal and practice financial management needs.
Product overview
Wright Evans Partners is a full-service chartered accounting firm offering a unified portfolio of professional services rather than a software product platform. The core offering encompasses Tax & Accounting Services, Financial Planning Services, Self-Managed Superfund (SMSF) Services, Business Advisory Services, Finance Broking Services, and Client Services. The firm also maintains specialized expertise in Medical Tax Accountants Services targeting healthcare professionals, and offers a Graduate and Intern Exclusive Package for medical and dental students. The services work together as a 'one stop shop' providing comprehensive financial solutions for individuals and businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax & Accounting Services Comprehensive tax and accounting services covering tax planning and advice, financial and management accounting, individual tax returns, asset protection, tax-effective corporate restructuring, expatriate tax (inbound and outbound), property investment tax and analysis, company/trust/partnership setup and compliance, and BAS preparation.
- Financial Planning Services Holistic financial planning including ongoing strategic and investment advice, capital protection and planning, estate planning, risk insurances, wealth management, retirement planning, superannuation, and investment advice and planning for individuals and professionals.
- Self-Managed Superfund (SMSF) Services Self-managed super fund services covering investment, administration, and auditing. Includes TFN/ABN/GST/PAYG registration, fund preparation and management, super planning, tax-effective pensions, retirement planning, property investment within super, annual audits, and trust deed organization.
- Business Advisory Services Business advisory including business setup, purchase and sale advice, business evaluation and valuation, succession planning, record keeping, bookkeeping, software purchasing assistance (MYOB, Reckon, Xero), tax planning, quarterly reporting, and compliance including Single Touch Payroll, Superannuation, and ReturnToWorkSA.
- Finance Broking Services Finance broking services including refinancing and loan consolidation, home loans, investment loans, equipment and car finance, commercial loans, and reviews of current lending arrangements across multiple lenders.
- Client Services Client services including ATO obligation notifications, consistent professional communication, file and client database management, and efficient timeline handling for ongoing client support.
- Medical Tax Accountants Services Specialized accounting and financial planning services for medical and healthcare professionals, leveraging over 25 years of vertical experience. Includes tax planning, new practice establishment, business purchase legalities, practice structure advisory, SMSF and retirement planning, cash flow strategies, insurance and asset protection, and marketing strategies tailored to medical practitioners.
- Graduate and Intern Exclusive Package Complementary finance package valued at over $550 for graduate dental and medical students. Includes employee contract consultation, salary sacrifice overview and advice, overview of current financial situation, and completion/lodgement of tax return or first two quarterly BAS.
Companies that use Wright Evans Partners
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
Wright Evans Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Wright Evans Partners partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Lonsdale Financial Group LtdcoreWright Evans Planning Pty Ltd operates as an Authorised Representative of Lonsdale Financial Group Ltd (ABN 76 006 637 225, AFSL No 246934), which is part of the IOOF Group. This relationship enables the firm to provide licensed financial planning services under Lonsdale's AFSL.
- Wright Evans Wealth Pty LtdcoreRelated entity (ABN 72 655 601 513, AFSL 538916) that is part of the corporate group structure for Wright Evans Partners. Wright Evans Planning Pty Ltd is an Authorised Representative of Wright Evans Wealth Pty Ltd.
- Flinders Medical Student SocietycoreWright Evans Partners has been proud sponsors of the Flinders Medical Student Society for over 25 years. As sponsors, the firm educates medical students on tax implications, investment options, and risk avoidance, providing them with appropriate knowledge to secure a financially sound future.
- Adelaide Dental Student SocietycoreWright Evans Partners has been proud sponsors of the Adelaide Dental Student Society for over 25 years. The sponsorship includes educating dental students on tax implications, investment options, and risk avoidance to help them establish financial security from the start of their careers.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Wright Evans Partners competitors and assessment
Company assessmentDirect peers
- Pilot Partners: Adelaide-based chartered accounting and business advisory firm offering tax, business advisory, SMSF and wealth services to SMEs and professionals. Comparable in size, location and full-service professional offering.
- Pitcher Partners: Australian mid-tier accounting, tax and advisory firm with industry-aligned service lines including medical and healthcare. Directly comparable multi-service professional services model.
- Mazars Australia: International accounting and advisory firm with Australian operations offering tax, audit, advisory and wealth services to SMEs and high-net-worth individuals.
- William Buck: Mid-tier Australian chartered accounting and advisory firm with a national footprint and healthcare sector specialisation. Comparable in providing integrated tax, advisory and wealth services to professional clients.
- Cutcher & Neale: Australian mid-tier chartered accounting firm with a long-standing specialisation in healthcare and medical professionals. Closely comparable to Wright Evans Partners in vertical focus, service mix (tax, advisory, SMSF) and target client persona.
- Bentleys: Network of Australian accounting and advisory firms providing tax, business advisory and wealth services to SMEs and professionals. Comparable in service breadth and target market.
- RSM Australia: Mid-tier Australian accounting and consulting firm with a healthcare and professional services client base. Comparable in service mix and mid-market positioning.
- HLB Mann Judd: National mid-tier Australian accounting and advisory network offering tax, audit, SMSF and business advisory. Comparable in offering a full-service stack for SMEs and high-income individuals.
- Crowe Australasia: Mid-tier Australian accounting and advisory firm serving SMEs, professionals and healthcare businesses with tax, audit and advisory services. Comparable service-line breadth.
Broad incumbents
- BDO Australia: Large global accounting and advisory network with Australian operations. Overlaps with Wright Evans Partners across tax, advisory, SMSF and healthcare services but operates at significantly greater scale and broader portfolio.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Wright Evans Partners social profiles
Digital presenceWright Evans Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wright Evans Partners leadership team
Management profileNumber of profiles
Profiles4 records
Wright Evans Partners subsidiaries and ownership
Company hierarchySubsidiaries1 record
Wright Evans Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wright Evans Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wright Evans Partners
What does Wright Evans Partners do?
Wright Evans Partners is a full-service chartered accounting firm providing tax and accounting, financial planning, self-managed super fund (SMSF), business advisory, and finance broking services to individuals and small businesses. The firm specializes in serving medical and dental professionals Australia-wide with over 25 years of vertical expertise, offering a one-stop-shop for personal and practice financial management needs.
Is Wright Evans Partners a public or private company?
Wright Evans Partners is a private company. It is classified as management employee owned and is currently operating.
When was Wright Evans Partners founded?
Wright Evans Partners was founded in 2008. It employs 11 to 50 people.
Where is Wright Evans Partners based?
Wright Evans Partners is headquartered in Wayville, Australia, in the Oceania region.
How does Wright Evans Partners make money?
Five revenue lines are on record. Professional Services - Tax & Accounting is the primary driver. The others are financial Planning Services, self-Managed Superfund Services, business Advisory Services and finance Broking Services.
Who are Wright Evans Partners's main competitors?
Direct peers on record are Pilot Partners, Pitcher Partners, Mazars Australia, William Buck, Cutcher & Neale, Bentleys, RSM Australia, HLB Mann Judd and Crowe Australasia. BDO Australia is listed as a broad incumbent.
Does Wright Evans Partners have an API?
No public API is recorded for Wright Evans Partners.
What industry is Wright Evans Partners in?
Wright Evans Partners's product category is Chartered Accounting & Financial Advisory Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS), with a secondary code of BPAHAOAF, Fairness Opinions & Independent Financial Advice. Its NAICS code is 523940 and its SIC code is 6282.