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

By providing integrated accounting and wealth management services, we address your affairs holistically. With Belay, you won’t need to move between multiple firms or juggle conflicting processes.

• 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

Our services have been deliberately curated to deliver thoughtful and premium outcomes to successful family groups and growing businesses

• We work with:
• Successful Family Groups
• Growing Businesses

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.