All Products
Our Program Pathways
Three levels of support for different stages of the financial journey.
Investment readinessWealth Builder
Invest & Grow Your Wealth- Digital platform access (12 Months)
- Real-time market intelligence
- One advisory session with an Investment Analyst
Benefits included
Get started12 Money & Life Reset StagesNet-worth TrackerWealth CircleFinancial Goal CalculatorsBudget PlannerDaily Planner+ much more
Estate & LegacyLegacy Architect
Preserve Your Wealth & Manage Estate- Digital Platform access
- Active Portfolio Growth Tracking with Analyst Support
- Recurring Portfolio Reviews
- Access to Expert Estate Management and Intelligence tools
Benefits included
Get startedEstate build, track & growTrusts & PIC set-up intelligenceLegacy & beneficiary planningFinancial & estate advisors+ much more
FoundationMoney & Life
Start Your Wealth Journey- Digital platform access (12 Months)
- 12-stage financial literacy journey
- Core learning and planning tools
Benefits included
Get started12 Mental Health & Financial WellbeingFinancial Goal CalculatorsNet-worth TrackerBudget PlannerDaily Planner+ much more
Watch the Demos
See each product in action
Short walkthroughs of how each product works and what's inside every menu.
Wealth Builder demo
See how to compare investments, run the calculators and track your net worth inside MySerrari.
Open in MySerrariComing SoonDemo video in production
Legacy Architect demo
A walkthrough of estate, succession and giving tools — plus analyst-backed portfolio reviews.
Open in MySerrariMoney & Life demo
Tour the guided 12-stage journey that resets your money mindset, budgeting and habits.
Open in MySerrariFull product demos are being recorded — these are placeholder clips for now.