Superannuation management
SMSF management
Wealth management
The time is now to grow your wealth and get your money working hard to guarantee your future. Cayle Petritsch and his team are one of Australia’s most respected wealth and investment specialists. Book an initial 30-minute consultation.
We understand and value your life goals and help you get there with a tailored strategy
Learn MoreWe understand and value your life goals and help you get there with a tailored strategy
Cayle Petritsch – Director and Wealth and Investment Advisor – has substantial experience and success in wealth management and advisory for a broad range of clients. He specialises in investment and wealth management, financial planning and investment structuring, working closely with clients to customise financial strategies that lead to long-term financial success.
Marius Fourie – Director and Business Advisor – Marius uses his accounting expertise and empathetic skills to work directly with business owners and clients and help them feel at ease with their finances. Marius is dedicated to client growth, supporting clients with answers to significant business decisions and sharing his insights to help them achieve wealth goals.
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Our wealth management services ensure your money works as hard as you do.
Learn MoreWe can help simplify the pros and cons of an SMSF so you can feel confident in your choice.
Learn MoreOptimise your superannuation with a tailored structure designed for sustainable growth.
Learn MoreFamily wealth structures that grow and protect wealth for future generations.
Learn MoreAstute asset protection structures that safeguard your assets and protect your wealth.
Learn MoreEstate planning that ensures your assets are distributed following your wishes.
Learn MoreHaving robust wealth and investment strategies that grow your financial position and protect your assets is more than peace of mind. Through our investment advice, clients have a positive long-term outlook and visible and measurable gains in their wealth accumulation journey.
Learn MoreAt the heart of everything we do, our values motivate us to deliver great results for you, your business and your family.
“From past experience I believe a lot of wealth managers think small… they only think about the numbers; they have their heads down and they look backwards. Marius and Cayle are big picture thinkers.
They are always looking forward and they genuinely have a big picture in mind for wealth accumulation. They’ve always had the right advice at the right time… they clearly have a huge amount of experience and know exactly how to help you navigate financial growth.”
“I have been a client of North Advisory for almost four decades. They have always been my accounting and wealth management team… when I’ve owned and sold businesses, when I’ve been a contract worker and when I inherited property… they’ve helped with all my tax and financial needs.
I wouldn’t make any financial decisions without discussing it with them first.”
“We really enjoy working with Marius, Cayle and the team at North Advisory. The business accountancy and financial management are excellent… but the advice they give us is invaluable. We rely heavily on our relationship, and we get a lot out of it.”
“Having been in and out of various businesses over the years I’ve needed the professional guidance of both an accounting firm and a wealth manager. Having access to multi-disciplinary skill sets under the same roof has been a real advantage. It is a relationship that I strongly recommend”.
“Marius, Cayle and the North Advisory team are always there when we need them! Accounting and financial management is not my strong point, so it’s great to know I have their professional expertise on hand whenever I have a complicated tax issue or need urgent documentation for government applications.”
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The time is now to grow your wealth and get your money working hard to guarantee your future. Cayle Petritsch and his team are one of Australia’s most respected wealth and investment specialists. Book an initial 30-minute consultation.
North Advisory
Chartered Accountants
Suite 6, 11 Oaks Avenue,
Dee Why NSW 2099
Australia
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