Wealth Management Services

All North Advisory clients have the opportunity to utilise our wealth management services alongside our company accounting.

We know the importance of feeling secure and confident with personal wealth, particularly for a business owner who might have a significant allocation of their wealth tied up in their company.

At North Advisory, we have the specialist skills and experience to guide you through ideal choices and make recommendations based on your individual circumstances.

Each wealth management client works directly with Cayle Petritsch, Director and Wealth Advisor, to create personal strategies tailored specifically to their financial situation that can help reduce risks and diversify their portfolio.

Cayle collaborates closely with clients, giving them advice and insights on best practice wealth management, from tax planning methods that decrease liabilities to identifying suitable opportunities for tax deductions.

Partnering with Cayle grows your financial literacy and gives you an effective pathway to accumulate wealth and secure both your personal and professional finances.

You have direct ownership

You have direct ownership

Unlike other wealth management services, we provide direct ownership of your assets.

When we build your portfolio, we don’t tie you to us or any financial platform; you are directly invested in the chosen asset, which removes unnecessary risk.

You also have complete transparency and access to review your investment performance via a cloud-based system.

Plus, rather than having to wait for a bi-annual performance report, you’ll have a personal dashboard that always provides you with an instant report right there on your screen, whenever you need.

Highly personalised wealth strategies

Highly personalised wealth strategies

In the preliminary stages of developing your wealth management strategy, we discuss your propensity for risk in both your personal and professional worlds.

This is a critical step in customising your portfolio and matching your ethics and business growth with your financial goals.

We appreciate that every person is different, which is why we put the highest priority on providing a personalised wealth management strategy.

But we also understand that things change over time, so we ensure your individual strategy allows for flexibility, shifting priorities and changing goals.

Access varied investment options

Access varied investment options

Whether you choose to put your money in the tax-effective superannuation system or you prefer to have additional separate investments, we’ll have the knowledge and capability to manage your wealth for you and align personal objectives with business growth.

The strong relationships we build with our clients give us a unique insight into both their personal and professional financial situations which empowers us to offer highly personalised wealth management strategies.

If you’d like to grow your personal wealth with tailored solutions, contact us today.

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