Active Investing as you ascend to Financial Freedom

Convenience, simplicity and security of online investing using the knowledge and advice of a dedicated Certified Financial Planner
 
We’ll build a free, no obligation Financial Plan to fit your life. It’s convenient, easy and secure.

FINANCIAL FREEDOM THROUGH PROPER PLANNING

Financial Planners who want to get to know you, your dreams, and desires and who hold the experience, ability, and integrity to get you there. Through this close-knit relationship we can offer holistic financial planning specific to you, revealing all your options, and ensuring you financial safety, security, and peace of mind.

Holistic Financial Planning

Strategize for the future with completely personalized financial plans, fund plans, estate planning, life insurance, and everything in between to secure your optimal financial future– for you and your loved ones.


 

Testimonials

The comprehensive financial planning that we receive from Belay is like nothing we have every seen before.
Glenn
I used to be an Investment Advisor. To often now Financial Planners rely on computers and algorithms to tell them what to invest in. It’s great to know my investment management team is doing fundamental, bottom-up investing.
Wayne
Our family is so blessed to have met the team at Belay. Our investments used to keep us up at night but now we don’t have to worry as we know they are in good hands.
Robert

Excellence in Financial Planning.

It’s never a ‘one size fits all’ scenario. By examining your finances as a whole, determining what is important to you and how you use your money, we can build a financial plan to fit your life.

How it works:

  • Step 1

    Submit your details over to us through our online SIGN UP FORM

  • Step 2

    Within 24 hours you will receive an email letting you know your account is set up and ready to use. At this point you will be questioned on important information needed to set up your account. It shouldn't take more than 10 minutes!

  • Step 3

    Online portal access to Belay Planning. Your bank account is linked to your Belay Planning account. Through here you can invest money either through a pre-set automatic contribution plan or in lump sums. As your needs change you have access to a dedicated planner to answer any questions you have and who is making sure their portfolio is the correct portfolio for them.

The Holistic Difference

At Belay we believe a proper financial plan cannot exist without a holistic approach – from each tax season, to every long-term investment. Having access to your personalized Certified Financial Planner will allow you to strategize.

It's a Win, Win, Win

With Belay Planning, investors reap the benefits of an integrated team – a team which possesses the depth of skill to create a solid financial plan for their clients without fear of their client being manipulated. We’re all on the same team, wanting the same thing – for our clients to prosper. When our clients prosper, we all prosper.

"We want to be the primary resource for people seeking to maximize their wealth and ensure their long-term financial security."
Dahlin Sabey
Chief Executive Officer | Belay Wealth

Now is the time to begin on your road to financial freedom

What’s your excuse now?