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Democratizing financial guidance through simple tools and expert advice. Start with a quick scan, explore tools, or talk to our team when you need clarity.

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Part of the JA Group of companies.

CELEREY MEMBERSHIP

At Celerey, we believe wealth is not just about money, it is about clarity, control, and confidence at every stage of your journey.

Private financial advisory setting

Celerey Membership

One plan. Structured advisory, ongoing accountability, and a personalised strategy built around your goals.

Core

$299.99

Billed annually

Ideal for:

Families and professionals who want structured support, accountability, and a personalised plan to grow and protect their wealth.

7-day free trial. Then billed annually. Cancel anytime.

Features

Your financial plan, structured and supported.

  • Two advisory sessions per year with a certified Celerey Advisor

  • Quarterly progress reviews with tailored insights

  • Monthly accountability check-ins to keep you on track

  • Annual portfolio and financial health review

  • Priority email and WhatsApp support

  • Continuous portfolio intelligence highlighting risks and opportunities

  • Member webinars, masterclasses, and partner benefits

BESPOKE ENGAGEMENTS

Prefer something more tailored?

While our membership provides structured, ongoing guidance, some clients prefer focused, custom engagements built around a specific need. These private services are delivered with the same global standards, but without long-term commitment.

Discrete. Fixed-fee. Clearly scoped.