At Celerey, we believe wealth is not just about money, it’s about clarity, control, and confidence at every stage of your journey.
Subscriptions Plans
FREE
Your Wealth Journey Starts Here
Curious about your financial health? Ready to get organized, but not sure where to start? Celerey Free is the perfect first step.
What You Get, Absolutely Free:
Your Personalized Financial Health Check
Instantly understand your current financial position and identify key areas to improve.
Access to Your Private Wealth Dashboard
Track your income, spending, investments, and net worth—all in one place.
Smart Insights Backed by AI
Get simple, actionable suggestions to grow your wealth and build financial stability.
Free Intro Session with a Celerey Advisor
Talk to a real human who understands where you are—and where you want to go.
100% Confidential. 100% Judgment-Free.
We meet you where you are, no matter your background or bank balance.
Essentials
$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.
Concierge
$999.99
Billed Annually
Ideal for:
Executives, entrepreneurs, and high-net-worth individuals seeking a “virtual family office” experience.
Features
Premium support, whenever you
need it.
Six Advisory Sessions Annually
Deep-dive strategy conversations with globally certified experts in wealth, tax, estate, and business planning.
Monthly Check-Ins with Your Lead Advisor
Real-time feedback and coaching on key decisions or opportunities.
Quarterly Strategic Planning Meetings
Structured sessions aligning your personal, business, and investment priorities.
Dedicated Client Success Liaison
A single point of contact ensuring smooth coordination, scheduling, and follow-through.
Priority Access to the Celerey Global Advisory Network
On-demand introductions to vetted specialists across legal, tax, and investment fields.
Comprehensive Wealth Blueprint & Implementation Roadmap
A tailor-made execution plan connecting goals, strategies, and measurable milestones.
Private Advisory Desk Access
Direct communication with Celerey’s elite desk for high-value, cross-border, or complex financial matters.
Specialized Services
Pay only for what you need. No subscriptions. No long-term commitments.
Life & Wealth Architecture
A holistic framework that aligns your financial decisions, investments, and life goals into one cohesive long-term strategy.
Wealth Structuring & Optimisation
Designing how assets, income, and ownership are organized to improve efficiency, protection, and long-term outcomes.
International Insurance & Risk Management Advisory
Strategic use of insurance and risk-transfer tools to protect wealth, income, and dependents against unforeseen events.
Cross-Border & Global Wealth Coordination
Managing financial complexity across multiple countries, currencies, and legal systems to keep everything working together.
Goal-Based Financial Planning
A structured approach that turns your personal and financial objectives into a clear, actionable financial roadmap.
Property & Real Asset Strategy Advisory
Guidance on acquiring, financing, and managing property and real assets as part of a broader wealth strategy.
Executive & Professional Financial Wellbeing
Personal financial structuring for high-earning professionals, helping convert income into lasting financial security.
Ongoing Wealth Monitoring & Strategic Reviews
Regular review and adjustment of your financial structure to ensure it stays aligned with your life and market conditions.
Multi-Asset Portfolio Design & Oversight
Strategic construction and ongoing supervision of investments across asset classes to manage risk, growth, and stability.
Tax Strategy & Planning
High-level tax-aware structuring to help preserve more of what you earn and invest, across jurisdictions and income sources.
Family Wealth & Legacy Planning
Planning how wealth is owned, protected, and transferred across generations with clarity and continuity.
Enterprise Financial Wellbeing Programs
Structured financial education and planning programs for companies looking to support their employees’ financial health.
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