At Celerey, we believe wealth is not just about money, it’s about clarity, control, and confidence at every stage of your journey.
Celerey Golden Offer
$300 $100
Anniversary Special Offer
In Celebration of Our Anniversary
An advisory experience for those who dare to dream, think ahead, and design their future intentionally. This session is for individuals who want clarity, direction, and thoughtful guidance as they make the next meaningful moves in their financial journey. Offered as a special anniversary experience to help make thoughtful financial guidance accessible to everyone, everywhere, at any time.
What Your Session Includes
- 45-minute private advisory session with a Celerey advisor
- Review of your current financial position, priorities, and goals
- Clear guidance on practical next steps and financial direction
- Personalised written insight note after the session
- Early access to the Celerey Dashboard when it launches, so you can track your finances in one place
- Invitation to the Celerey community for insights, conversations, and resources
Subscription Plans
Financial Coaching
$100.00
One-Time Access
Ideal for:
Young professionals and first-time planners who want accountability, financial discipline, and small but consistent steps toward stability.
Features
Stay on track with light, flexible access.
Personalized Financial Health Scan™
An interactive digital assessment uncovering your strengths, gaps, and opportunities across savings, debt, lifestyle, and investing.
Access to the Celerey Dashboard
Explore your own financial wellbeing hub with insights, metrics, and goal tracking.
45-Minute One-on-One Strategy Session
Meet with a Celerey Advisor for personalized guidance and actionable advice.
Custom Financial Strategy Document
Your next-step plan to improve budgeting, saving, and investing habits.
30-Day Post-Session Support
Follow-up email access for any clarifications or implementation guidance.
Core
$299.99
Billed Annually
Ideal for:
Families and professionals who want structured support, accountability, and a personalized plan to grow and protect their wealth.
Features
Your financial plan, structured and supported.
Two Personalized Advisory Sessions per Year
Work one-on-one with a certified Celerey Advisor to refine your goals, strategies, and performance.
Quarterly Progress Reports
Personalized insights and dashboard data reviews to keep you focused and motivated.
Monthly Accountability Touchpoints
Short calls or digital check-ins to review progress and adjust plans where needed.
Annual Portfolio & Financial Health Review
A deep-dive assessment of your financial growth and optimization opportunities.
Access to Member Webinars & Global Masterclasses
learn from wealth experts, career strategists, and industry leaders.
One “Advisor-on-Demand” Credit per Quarter
Reach your advisor for quick guidance on time-sensitive questions.
Email & WhatsApp Support
Stay connected to your advisor and Client Success Team all year.
Exclusive Partner Perks
Receive discounts and access to select Celerey partner services in tax, insurance, or investment management.
Specialized Services
Pay only for what you need. No subscriptions. No long-term commitments.
Wealth & Portfolio Review
For clients with existing investments seeking an independent, expert second opinion
A structured session with an accredited wealth planner to review your current holdings, assess suitability against your goals and risk profile, identify any gaps or concentrations, and provide clear recommendations. Whether you've inherited a portfolio, outgrown your current setup, or simply want confidence in your direction; this is where to start.
Deliverable
Written Advisory Opinion & Recommended Allocation
Accredited Wealth Planner
Tax Optimization
For individuals and business owners seeking to structure their affairs more efficiently
A dedicated session with an accredited tax advisor to review your current tax position and identify opportunities. Equally applicable for forward-looking structuring ahead of a liquidity event, inheritance, or business transaction. The session covers your personal and, where relevant, entity-level tax exposures; with written recommendations as a foundation for any implementation steps.
Deliverable
Tax Plan & Written Advisory Opinion
Accredited Tax Advisor
Legacy & Estate Planning
For individuals and families thinking seriously about generational wealth and governance
A high-value engagement with an accredited wealth manager focused on the structures that protect and transfer wealth across generations. Covers family governance frameworks, trust structures, succession planning, and wealth transfer strategies; designed for clients building something that outlasts them. The deliverable provides a clear picture of your options and a recommended path forward.
Deliverable
Legacy Strategy Report & Structural Recommendations
Accredited Wealth Manager
International Property Advisory
For clients acquiring, financing, or structuring real estate across jurisdictions
A specialist session with an accredited property consultant covering the full picture of an international acquisition; from ownership structures and offshore financing to yield expectations, jurisdiction-specific risks, and portfolio fit. Particularly valuable for clients entering a new market or navigating cross-border complexity for the first time. Separate implementation support is available on request.
Deliverable
Property Advisory Report & Structuring Guidance
Accredited Property Consultant
Business Financing & Capital Strategy
For founders and SME owners navigating debt, growth capital, or balance sheet restructuring
A structured advisory session with a senior financial advisor, focused on the capital decisions that determine whether a business scales or stalls. Covers optimal debt structures, refinancing opportunities, equity vs. debt trade-offs, and how to position your business for the capital it needs; whether from banks, private credit, or investor capital. Practical, opinionated, and built around your numbers.
Deliverable
Financing Plan & Capital Strategy Recommendations
Senior Financial Advisor
Open a Celerey Account
Annual Subscriptions Plans
Standard
$299
Billed Annually
Ideal for:
Individuals seeking expert financial guidance with occasional check-ins.
Features
Celerey dashboard with personalized insights & goal tracking
Two private advisory sessions per year
Access to finance guides, market reports & expert content
Discounts on events, services & exclusive offers
Pro
$1,499
Billed Annually
Ideal for:
Wealth builders seeking expert guidance and proactive financial strategy.
Features
Includes all Standard features, plus:
Advanced investment insights & analysis
Four flexible advisory sessions per year
Priority access to events, workshops & webinars
Complimentary entry to elite networking events
Exclusive global investment opportunities
Elite
$4,999
Billed Annually
Ideal for:
Individuals seeking elite advisory services, premium networking, and hands-on financial strategy support.
Features
Includes all Pro features, plus:
Unlimited private advisory sessions (in-person optional)
Exclusive invitations to high-net-worth networking events
Discounted access to wealth-matching services
VIP insights into emerging investments & private markets
Dedicated concierge financial advisory support