Core
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
