Features

Our accessible platform contains everything you need to invest from the comfort of your own home.

Digital Investment portfolio

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.

CFP® certification

Provides that sense of security by ensuring the advisor you are working with is a Certified Financial Planner CFP®

mutual funds

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.

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

What’s your excuse now?