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All Products

Our Program Pathways

Three levels of support for different stages of the financial journey.

Serrari Wealth Builder market intelligence dashboardInvestment readiness

Wealth Builder

Invest & Grow Your Wealth
  • Digital platform access (12 Months)
  • Real-time market intelligence
  • One advisory session with an Investment Analyst
Benefits included
12 Money & Life Reset StagesNet-worth TrackerWealth CircleFinancial Goal CalculatorsBudget PlannerDaily Planner+ much more
Get started
Serrari Wealth Legacy Platform — private estate dashboardEstate & Legacy

Legacy 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
Estate build, track & growTrusts & PIC set-up intelligenceLegacy & beneficiary planningFinancial & estate advisors+ much more
Get started
Money & Life Reset Stage dashboard — 12-stage transformation journeyFoundation

Money & Life

Start Your Wealth Journey
  • Digital platform access (12 Months)
  • 12-stage financial literacy journey
  • Core learning and planning tools
Benefits included
12 Mental Health & Financial WellbeingFinancial Goal CalculatorsNet-worth TrackerBudget PlannerDaily Planner+ much more
Get started
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 MySerrari

Money & Life demo

Tour the guided 12-stage journey that resets your money mindset, budgeting and habits.

Open in MySerrari

Manage your whole wealth builder journey in the MySerrari App

Download on theApp StoreGET IT ONGoogle Play