Our mission is to empower everyone, everywhere to achieve lasting financial security and freedom
Our mission is to empower everyone, everywhere to achieve lasting financial security and freedom
We combine technology and expert advice to create a personalised experience that helps you grow and protect your wealth, now and into the future.
We’re dedicated to making wealth management accessible for all. Our mission is clear: to deliver personalised, intuitive financial solutions that empower you to take control of your future—no matter where your journey begins.
We combine technology and expert advice to create a personalised experience that helps you grow and protect your wealth, now and into the future.
We’re dedicated to making wealth management accessible for all. Our mission is clear: to deliver personalized, intuitive financial solutions that empower you to take control of your future—no matter where your journey begins.
We believe wealth management should be accessible, personalised, and empowering—giving you the tools to grow and protect your wealth, now and for the future.
We believe wealth management should be accessible, personalized, and empowering—giving you the tools to grow and protect your wealth, now and for the future.
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Open a Celerey account and get access to the best financial planning tools and advice
Whether you're a beginner just starting out, a seasoned investor, or a high-net-worth individual with complex needs, we have a plan tailored just for you. Our subscription tiers are designed to provide you with the guidance, tools, and insights necessary to take control of your financial future and build lasting wealth.
Monthly / Annual Subscriptions
Standard
$299
Billed Annually
Suitable for:
Wealth builders actively growing and refining their financial strategy, looking for deeper expert engagement and proactive goal execution support.
Features
Celerey financial dashboard with personalized financial insights and goal tracking.
Two private sessions per year with a Celerey wealth advisor.
Access to expert financial content, including personal finance guides, market reports, and research.
Discounted access to Celerey’s community events, curated services, and exclusive offerings.
Pro
$1,499
Billed Annually
Suitable for:
Individuals looking for expert guidance and smart, data-driven financial management with occasional expert check-ins.
Features
Includes all Standard features, plus:
Celerey financial dashboard with advanced investment analyses and tailored insights.
Four private advisory sessions per year with fully flexible scheduling.
Priority access to Celerey’s exclusive community events curated financial workshops, and webinars.
Complimentary entry to Celerey’s high-net-worth networking events.
Access to exclusive investment opportunities across global markets.
Elite
$4,999
Billed Annually
Suitable for:
High-net-worth individuals seeking elite advisory, premium networking, and hands-on financial strategy services.
Features
Includes all Pro features, plus:
Five private advisory sessions per year with top-tier financial experts (in-person optional).
Exclusive invitations to Celerey’s high-net-worth networking events, plus discounted access to upcoming wealth-matching services.*
VIP insights into emerging investment opportunities and private markets.
Dedicated concierge financial advisory support.