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Secure your business and your
future by contacting us today.

Our team is ready to talk to you about your business accounting needs and your personal wealth management strategy. We look forward to providing you with a flexible, highly tailored and truly personalised experience.

    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

    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.

    North Advisory provides professional accounting services and wealth management solutions to business owners and future-focused individuals. No matter how long you’ve been in business or what stage of life you are in, we can support you as you strive to reach your objectives. Your life goals are as important to us as your finances.

    Here's how we help

    Secure your business and your
    future by contacting us today.

    Our team is ready to talk to you about your business accounting needs and your personal wealth management strategy. We look forward to providing you with a flexible, highly tailored and truly personalised experience.