Business Details
Trusted Accounting & Wealth Management Services in Dee Why
North Advisory is a specialist business accounting, taxation, and wealth management firm dedicated to supporting small and medium-sized enterprises. With a focus on tailored solutions, we provide comprehensive accounting services, strategic business advisory, and personalised wealth management to help clients achieve their financial goals. Our team of qualified professionals, including Chartered Accountants and wealth advisors, delivers expert guidance through every stage of business growth. Leveraging cutting-edge technology and a seamless on-boarding process, we prioritise direct access to finance experts who offer clarity and actionable insights. Recognising the uniqueness of each business, we customise our services to streamline financial management and drive sustainable growth.Our wealth division specialises in Self-Managed Super Funds (SMSF), family wealth structuring, asset protection, and estate planning, ensuring holistic financial strategies aligned with business objectives. Clients benefit from our commitment to simplicity, transparency, and a client-centric approach that eliminates unnecessary complexities. With a proven track record in supporting high-performance individuals and SMEs, we empower business owners to focus on growth while we handle their financial foundations. Our Northern Beaches headquarters serves clients Australia-wide, combining local expertise with nationwide accessibility.
Services
Business Accounting
SMSF Management
Wealth Management
Bookkeeping
Company Start-up
Estate Planning
Asset Protection
Tax Planning
Financial Reporting
Compliance Solutions
Highlights and features
- We offer 20+ years of combined experience in accounting and wealth management.
- Our team provides tailored SMSF compliance and investment strategies.
- Direct access to finance experts Marius and Cayle for personalised support.
- Streamlined tech integration ensures efficient financial reporting and compliance.
- Proven success in supporting SMEs and high-performance individuals across Australia.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Smooth transition
Clarity in numbers
Critical to success
Best result
Personalised support
Services
Business Accounting
Comprehensive accounting services tailored for SMEs, including tax planning, financial reporting, and compliance. Our expert team ensures accurate record-keeping and strategic advice to optimise business performance. Clients gain actionable insights to drive growth and financial stability.
SMSF Management
Specialist Self-Managed Super Fund management with compliance support and investment strategies. We help clients establish and maintain SMSFs, ensuring adherence to regulatory requirements while maximising retirement savings through tailored financial planning.
Wealth Management
Personalised wealth strategies for individuals, focusing on asset protection, family wealth structuring, and estate planning. Our advisors deliver diversified investment solutions aligned with long-term financial goals and business growth objectives.
Company Start-up
Guidance for new businesses navigating financial complexities, including entity structuring and compliance. We provide end-to-end support to establish companies efficiently, ensuring a solid foundation for sustainable growth and regulatory adherence.
Bookkeeping
Affordable bookkeeping services for businesses of all sizes, ensuring accurate transaction tracking and up-to-date financial records. Our systematic approach supports informed decision-making and simplifies tax preparation processes.
People
Marius Fourie
Director and Business Advisor
Leading business accountant with expertise in SME financial strategy. Marius provides tailored tax planning and advisory services, leveraging deep industry knowledge to nurture business growth through all stages of development.
Cayle Petritsch
Director and Wealth Advisor
Specialist in personal wealth management with a focus on SMSF and investment strategies. Cayle helps clients align financial goals with business growth, offering customised solutions for asset protection and long-term wealth accumulation.
Judy She
Firm Manager
Experienced accounting and tax professional overseeing operational excellence. Judy ensures seamless delivery of client services, combining technical expertise with strategic oversight to maintain North Advisory's high service standards.
Leah Jeffreys
Operations Manager
Senior client manager driving operational efficiency and client satisfaction. Leah coordinates service delivery, ensuring timely and accurate financial solutions while maintaining direct client communication channels.
Kim Edwards
Accountant
Dedicated accountant providing comprehensive financial services. Kim supports clients with bookkeeping, compliance, and reporting needs, ensuring clarity and accuracy in all financial documentation and advisory processes.
Questions
What accounting services do you offer for SMEs?
We provide business accounting, tax planning, bookkeeping, and compliance solutions tailored to small and medium enterprises' specific needs.
Do you specialise in SMSF management?
Yes, our expert team offers full SMSF lifecycle support including setup, compliance, investment strategies, and annual audits.
How do you approach wealth management?
We create personalised wealth strategies focusing on asset protection, family wealth structuring, and retirement planning aligned with business goals.
Can you assist with company start-ups?
We guide new businesses through financial setup, entity structuring, and compliance requirements to establish a strong foundation for growth.
What areas do you service?
Based in Dee Why (Northern Beaches), we serve clients Australia-wide through our technology-enabled remote service delivery model.
How to book a consultation?
Contact us via phone or our website contact form to schedule a free 30-minute consultation with our expert advisors.
Reviews (3)
Jj Chen
Oct 14, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
They the truly the best, Martin and Judy are so experienced, knowledgeable & professonal, also quite like speaking with Rose : ) all people are so lovely!
They the truly the best, Martin and Judy are so experienced, knowledgeable & professonal, also quite like speaking with Rose : ) all people are so lovely!
Flo Mitchell
May 27, 2020
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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.
Michael Iera
Jun 02, 2016
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Excellent company in regards to service and professionalism. Very experienced in dealing with complex matters. Highly recommended.
