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More than just an insurance policy
Asset protection for high performance indviduals
Safeguarding wealth is paramount for high-performance individuals. This includes their tangible assets, such as their homes, vehicles, and holiday properties, as well as their investments, business interests, and income streams.
Those who have achieved significant financial success often possess a diverse portfolio of assets, each requiring a tailored approach to protection. Engaging a professional asset protection specialist is not just prudent—it’s essential. These specialists employ sophisticated legal strategies designed to shield your wealth from potential threats, ensuring your financial legacy remains intact.
A skilled and professional team
At North Advisory, our team of highly skilled asset protection professionals is dedicated to securing your wealth both now and into the future. We conduct thorough risk assessments to identify vulnerabilities, whether from creditors—be they business or personal—potential lawsuits, or the dissolution of family or business relationships.
Implementing robust and effective asset protection strategies is crucial in avoiding significant financial losses. By securing your assets, you position yourself to continue growing your wealth and pursuing your financial objectives with confidence.
Cayle Petritsch, Director and Wealth and Investment Advisor
Cayle is a recognised authority in asset protection. With access to top-tier legal expertise, Cayle ensures that his clients are fully shielded from financial harm due to unforeseen circumstances. If your wealth is held in your name, you may be exposed to unnecessary risks. Cayle can significantly reduce your exposure and mitigate potential threats through strategic restructuring.
His guidance strengthens the financial security of your family’s assets and offers peace of mind when you know your wealth is safeguarded.
Contact us today for a tailored consultation on how to best protect your assets.
Driven by our values
Effortless and Seamless
On-Boarding Process
Intuitive and Knowledgeable
Direct Expert
Access
Useful and Articulate
Financial
Reporting
Forward
Thinking
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Tech
Integrated and Automated
“We were lucky that the transition to North Advisory was very smooth. We simply told our previous accountant that we were moving on, and the North Advisory team did the rest.”
Lu Wilson Sage Cosmetic Coaching
“Rather than becoming overwhelmed by figures, Marius and Cayle gave me clarity and enabled me to focus on the numbers that were most important to my business.”
Deb Croucher Founder & Strategic Director, Brilliant Digital“I felt that they really wanted to partner with me and support me as I continue to grow, and not just be crunching numbers all the time.”
Debbie Boyce Senior Manager“Having a professional business accounting team behind me was critical to my success. Marius and Cayle always helped me get the best result and they were always there when I needed them. They gave me the information that I needed and really helped me maintain successful businesses.”
Frank Iera Business Owner & Entrepreneur“Working with Marius and Cayle has been the best. With everything I need to think about as a business owner, their support allowed me to relax and trust that they had the numbers covered so I could focus on aspects like business growth and building success – the parts of my business that really excite me.”
Matt Harris Founder, Vegepod GlobalFrequently Asked Questions
What is asset protection, and why is it important?
Asset protection involves structuring your affairs to safeguard personal and business assets from potential risks such as litigation, business failure or personal disputes.
Who should consider asset protection strategies?
Asset protection is particularly important for business owners, professionals, investors and families with significant assets or risk exposure.
What types of asset protection strategies are available?
Common strategies include using appropriate business structures, family trusts, companies and superannuation, all tailored to your individual circumstances.
Can asset protection help with future planning?
Yes. Adequate asset protection supports long-term planning by providing certainty, stability and security for future generations.
North Advisory’s Reviews 
On 
Flo Mitchell
4 weeks ago
Changed to this company in 2019 from former accountant and love their approach of organizing everything for me face to face with Xero set up plus being able to call as much as I need for set annual fee. They also picked up on something that was not done correctly by my former accountant and saved me $4k for this.
Timothy Cummins
A month ago
They the truly the best, Martin and Judy are so experienced, knowledgeable & professonal, also quite like speaking with Rose : ) all people are so lovely!
Michael Iera
2 months ago
Positive, Responsiveness, Quality, Professionalism, Value
Michael Iera
2 months ago
Excellent company in regards to service and professionalism. Very experienced in dealing with complex matters. Highly recommended.
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