Partner

Richard is a highly respected financial adviser specialising in advising ultra-high-net-worth families. Known for his trustworthiness, deep technical expertise and insightful approach, Richard provides comprehensive guidance which includes family governance advisory and aligning each family’s unique goals with tailored investment solutions.

Richard’s approach to wealth management is about fostering trust, preserving legacy, and building resilience for the future – qualities that define the enduring relationships he builds with his clients.

Richard maintains a number of family board and investment committee roles amongst his clients, which often include multi-generational family members.

• SPECIALIST AREAS
• Intergenerational Wealth Planning
• Tailored portfolio construction and investment management
• Superannuation and Investment strategy
• Industry leaders and family groups

Contact Richard
richard@belay.com.au   |   0426 499 085

Partner

Sid is as passionate today about learning as he was when he began working in the industry more than decade ago. His commitment to continuing professional development has enabled him to remain at the leading edge of development and change in the financial and business landscape. It is this constantly evolving awareness and knowledge base that makes Sid invaluable both as a Director and as a consultant.

Throughout his career Sid has had many successes including: assisting one client to grow from $450k turnover to over $60million and move to expand across three global markets; providing invaluable advise for three high net wealth individuals with an investment base of over $75million; and persevering over three years to successful claim R&D for a client for an amount of over $400k.

Contact Sid
sid@belay.com.au   |   0426 466 582

Partner

Over Krista’s time in the financial planning industry, she has had the opportunity to help clients maximise opportunities that are available to them, helping to build wealth in a more personalised way. Krista prides herself on her ability to provide comfort to her clients by tailoring an investment plan to their needs, personal goals and tolerance to risk. She knows every client is different and their investment plan should reflect that.

• SPECIALIST AREAS
• Superannuation and investment strategy
• Tailored portfolio construction and investment management
• Business and personal insurances
• Strategic cashflow planning for young professionals

Contact Krista
krista@belay.com.au   |   0401 055 611

Partner

Aleks is a trusted adviser to a range of ultra-high net worth family groups, providing considered insights and advice on all elements of their balance sheet and investment strategy. Aleks applies a dynamic approach to his advice and services, which aligns with an entrepreneurial client network and their aspirational objectives. Aleks has developed a strong reputation for his focus on relationships and acting as a partner alongside his clients to support their ongoing financial needs.

• SPECIALIST AREAS
• Balance sheet advisory
• Investment due diligence
• Portfolio construction
• Direct investment and asset management
• Family offices and Ultra High Net Worth families

Contact Aleks
aleks@belay.com.au   |   0419 722 357

Director

Having been in the accounting services industry for over 15 years, Sarah prides herself on her ability to offer a modern and holistic approach to a diverse range of challenges. Having identified significant weaknesses in the industry, she has developed an innate ability to cut through the noise and personalise the accounting process for her partners.

• SPECIALIST AREAS
•  External CFO role focusing on financial board reporting and modelling
•  SME (Small & Medium Enterprises) Businesses advice and assistance
•  Building & Construction
•  Manufacturing & Distribution
•  Fashion & Retail
•  Property & Development
•  Public Relations & Recruitment Agencies

Contact Sarah
sarah@belay.com.au   |   0414 710 432

Investment Partner

Damien is responsible for providing investment strategy and dynamic asset allocation services to Belay’s Investment Committee. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.

Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 30 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.

Investment Partner

Giselle, who joined Belay Advisory in July 2020, has been in investment markets for over 30 years, is a regular contributor to the Australian Financial Review and a participant in investment forums. With degrees in Geology and Economics it was inevitable that a young Giselle would start reviewing mining stocks. She quickly moved to industrial companies and has specialised in consumer stocks for most of her 20 years with Merrill Lynch and Citigroup.

An interest in other asset classes and a desire to connect directly with investor groups led her to the role of Chief Investment Officer at JBWere in 2008. This was followed by a similar position at Escala Partners.Giselle left Escala in late 2019 to consult to a small range of investment groups and related organisations. Now she is bringing her extensive experience to Belay, providing you with access to extensive industry knowledge, and helping you to better achieve your financial goals.