Belay Advisory has been providing strategic and comprehensive financial advice to senior executives for over x years. We are highly experienced in addressing the diverse and complex financial issues that CEO’s, directors and executives confront, including structuring executive remuneration packages, share options, tax strategies, cash flow planning and integrated family advice.
It is not uncommon for executives with significant work commitments to neglect their own finances. By working closely with our clients we are able to create bespoke financial strategies which are carefully monitored and responsive to changing circumstances..
- Our services include:
- Wealth and investment management
- Income tax strategies and structuring
- Personal risk management and risk mitigation strategies
- Salary and benefits packaging
- Cash flow planning and projections
- Investment and lifestyle funding
- Wealth management
- Career advancement and transition planning
- Family trust and estate planning
- Transition to retirement planning