Lifelong personal accountant for Frank

Frank Iera has been a North Advisory client since before its inception! He started working with our founder, Martin van der Saag, almost forty years ago.

Over the years he has utilised our professional business accounting services and also our personal wealth management services. He truly values the relationship built with a lifelong personal accountant.

“I knew Martin from school, and I first became his client when I was 22. He used to do tax returns on the side… out of his unit in Collaroy, so I go a long way back with North Advisory!

When Marius and Cayle joined the business, they brought additional knowledge and they’ve helped me with a lot of different things during my working life. 

I’ve had a couple of businesses, I’ve worked for companies, I’ve been a contractor and on top of that they were of great help during the sale of our family asset, a large parcel of land on the northern beaches. I have always turned to North Advisory for advice, and I’ve always been very happy with them.”

Pizza shop owner

Pizza shop owner

Frank owned a successful pizza shop in partnership during the nineties and ran the business for eight years. When it came time for him to sell, he knew that Martin and Marius would be able to manage all the complexities of the sale.

Selling a business in the food industry is tough. You have to find a person who really wants to do that job… it might seem fun – being behind a counter making pizzas – but it’s a lot of hard work! You have to be a lot of things in one… a good cook, great with people, be able to run a clean, professional establishment, but you also have to be a fantastic administrator. If you don’t stay on top of the admin, it can all just pile up!

Having a professional business accounting team behind me was really important. They always helped me get a good result and they were there when I needed them. They gave me the information that I needed and really helped me to maintain successful businesses.

Frank returned to the take-away food industry around 2014 when he and his wife fitted out a shop unit and launched another new pizza business. His experience and knowledge meant that he was able to build this new venture and, with North Advisory’s support, subsequently sold it in March 2022.

Dealing with family asset sale

Dealing with family asset sale

The lera Family owned a large parcel of land on the Northern Beaches for nearly 60 years. When the urban sprawl finally reached their doorstep, they turned to North Advisory for advice.

“They helped with the complexity of the sale. Discussions with real estate agent tax lawyers, solicitors and property developers were proving to be overwhelming… but having North Advisory oversee the process was instrumental in achieving the best outcome for our family.

l really thank Martin and Marius for their help during that time… it was really difficult and very stressful. But they were extremely knowledgeable and supportive which gave me great confidence going through the sales process.

This is part of the reason I’ve been with them for so long… not only do they have the expertise to find the right solution, they also care about my wellbeing. They will always try to find the best thing for their client.

Investments and retirement planning

Investments and retirement planning

After the sale of the land, Frank had a substantial amount of money to work with and this is where he turned to Cayle, North Advisory’s Wealth Advisor, for investment and retirement planning advice.

Cayle took me through all the steps about how I could invest… he gave me excellent advice and I felt very comfortable with his recommendations.

I know my retirement will be a happy one! I don’t need to be water-skiing behind some luxury yacht… I just want to be able to do things with my family and have my health. The money in the bank is just peace of mind. It might sound cliched, but it’s the truth.”

If you are looking to build a relationship with a lifelong personal accountant or you want to find out more about our wealth management services, our team is ready to help you. Please contact us today.

SERVICE SOLUTIONS

Streamlined accounting for business growth

North Advisory supports business owners in establishing, growing and optimising their companies through streamlined accounting processes, intelligently integrated tech and expert financial collaborations.

Company Set-Up

Start a company from the ground up, with all the must-haves and none of the hassle.

From

$865 excl. GST

  • A compliant, full trading company set-up from start to finish
  • Management of ABN, business TFN and/or ACN
  • Complete ASIC registration, set-up and management
  • Registration for all relevant taxes like GST and PAYG
  • Expert financial and accounting guidance for company set-up
  • Qualified finance professionals as your ATO and ASIC Agent
  • A comprehensive information package to run your company like a pro

Business Accounting

Access comprehensive accounting services to save time and optimise financial performance.

From

$300 per month

  • Compilation of Annual Financial Statements
  • Acting as ASIC/ATO agents on your behalf
  • Preparing/lodging business income tax returns
  • Preparing Annual Dividend/Distribution Statement
  • Preparing/lodging quarterly BAS
  • Yearend income tax distribution and optimisation planning
  • Yearend review and adjustment of accounting software
  • Secure online document storage facility
  • In-person, online or over-the-phone meetings
  • Accounting guidance and holistic advisory support

Additional Services

Add extra value where it suits you, from personal wealth management to enterprise accounting solutions.

From

POA

  • Bookkeeping services
  • SMSF set-up and management
  • Business accounting software set-up
  • Xero accounting software training
  • Discretionary trust set-up
  • Non-trading discretionary investment trust
  • Individual tax returns
  • Personal wealth management
  • Investment and investment property schedules

Driven by our values

Effortless and Seamless

On-Boarding Process

Intuitive and Knowledgeable

Direct Expert
Access

Useful and Articulate

Financial
Reporting

Forward
Thinking

Compliance Solutions

Streamlined
Tech

Integrated and Automated

Reach out we are here to help

Recognising the uniqueness of each business, we specialise in customised accounting services crafted to meet your specific needs and drive business growth.

Don’t hesitate to contact us if you’re ready to streamline your financial management with tailored solutions. Your business’s success is our primary focus. Fill in the contact form or call us to book an initial 30-minute chat.

Suite 6, 11 Oaks Avenue
Dee Why, Northern Beaches
NSW 2099
Australia