We’ll build a financial plan to fit your life. It’s convenient, easy and secure.
Submit your details over to us through our online SIGN UP FORM above.
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!
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.