Seamlessly integrating accounting and wealth services, we are specialist advisers for founders, executives and private business and family groups.
What we do
We rope up with clients, taking the time to understand the challenges they are facing before mapping out the best route to the top.
- Our services include:
- Family governance & strategy
- Tax advisory
- Wealth management
- Business advisory
How we do it
Aligning your personal and business objectives, we plan out your path to success and provide the attentive urgency that is critical to sticking the course.
- Our Approach
- Identify what’s important to you
- Help shape your end game and define business and personal success
- Establish appropriate structures
- Undertake cashflow and asset forecasting
- Consider risk planning, including insurance, estate planning and governance requirements
- Develop KPI’s
- Partner with you to stay focused on the end game and address unique challenges
Who we Work With
Whether you need accounting or wealth management services, we address finance holistically.
With Belay, you won’t need to move between multiple financial specialists or juggle conflicting processes.
- We work with:
- Private Business & Family Groups
Belay was built from the ground up in 2018 to do just that. With Sid’s background in accounting and Richard’s in wealth management, Belay combines these specialisations into a unified experience, addressing finance holistically and without the inconvenience of multiple firms or conflicting, time-consuming processes.