Cayle Petritsch

Director and Wealth Advisor

Director and Wealth Advisor

“I help our clients with their super, assets and wealth accumulation strategies that complement their business activities and give them the confidence that they’re building towards wealth and stability.

I guide business owners through complex legislation, protect their personal and business finances and help them better utilise their money.

Cayle Petritsch, Director and Wealth Advisor, works with our existing clients who have recognised the importance of business owners making strategic financial choices not only for their company, but for their personal finances too.

Cayle saw a great opportunity to expand North Advisory’s services into SMSF/superannuation, personal wealth management, asset protection services and other crucial personal finance facets that business owners need to consider.

His approach to wealth management allows you to receive highly personalised wealth advice. Working closely with Marius, Cayle understands the unique needs of every client, from their lifestyle and business goals to their retirement plans.

Cayle’s ability to pair business finances with personal gives clients the chance to access a rare yet seamless strategy for accounting and wealth accumulation.

“I really enjoy helping our clients… discussing their plans, answering questions, considering tax strategies. I’m always focused on maximising the amount of wealth they will have going into their retirement.”

Cayle shares his extensive knowledge with clients, ensuring he’s available to answer any questions they might have. He supports clients in becoming more financially confident across areas of personal finance, like estate planning, family wealth structures and asset and wealth protection.

If you’re interested in our Wealth Management services, please contact us today.

Meet the rest of our team here.

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