We offer a holistic approach to finance, specifically tailored to your family in order to protect and grow your wealth.

As your family’s trusted advisor, we are deeply committed to building strong relationships to ensure we exceed your expectations and address your needs over the long term.

Intergenerational planning

Protect your peace-of-mind

Expert portfolio management with ongoing strategic advice can provide peace-of-mind for your family and financial security for generations to come.

Estate & succession

Leave a legacy that lasts

You’ve worked hard to create a lasting legacy for your family, so it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.

Philanthropic advice & governance

Make an impact

Philanthropy can not only generate goodwill, but also has significant income and estate tax benefits. This may translate into hundreds of thousands of dollars in estate and income tax savings.


Mitigating risk

Insurance is an essential element of your overall financial strategy. At Belay, we assess the appropriate level of insurance that will meet your needs and protect the assets you accumulate throughout your lifetime. We undertake analysis of your personal and business situations in order to source and provide the cover that best meets your needs.