Our accessible platform contains everything you need to invest from the comfort of your own home.
With Belay Planning you get all the same convenience as standard online investment platforms but with the peace of mind that their investment portfolio is professionally managed.
Provides that sense of security by ensuring the advisor you are working with is a Certified Financial Planner CFP®
We select mutual funds to go into an investment portfolio that carry a large “Active Share”. We go through a highly selective process as part of the planning before a fund to go into a portfolio.
What’s your excuse now?