Finance team collaborating in a bright office setting

Get to know celavioner’s financial solutions

Clarity, confidence, and tailored support for your planning journey

Discover a new approach to financial planning with celavioner. Our process is transparent, supportive, and designed to help you make informed decisions every step of the way.

1200
Clients
35
Experts
3200
Consults
Trusted team
Clear advice

Key benefits for clients

Experience clarity and confidence throughout the planning process

We help you understand your choices and guide you with clear, practical recommendations every step.

Transparent advice always

We communicate every detail clearly for your peace of mind.

Tailored consultations

Each session is focused on your individual priorities and questions.

Up-to-date insights

We use current trends and market data to inform our advice.

Supportive team

Our advisors are ready to assist at every stage of the process.

Ethical standards

Your interests come first in all our recommendations.

Our commitment to your financial clarity

Dedicated to your goals

At celavioner, we believe every client deserves transparent, straightforward advice. Our focus is on providing the information you need to make decisions confidently, with support at every stage of the process.

Our advisors combine real-world experience with a dedication to ethical standards. We work to ensure you feel informed, supported, and respected throughout your financial planning journey.

Clear communication about risks and possible outcomes

Personalised consultations focused on your priorities

Consistent commitment to ethical guidance

Our diverse financial planning team consulting with clients in a modern office space

1,750

Clients assisted

Performance overview dashboard

Highlights of our achievements and ongoing progress

These metrics showcase our success in assisting clients and growing our expertise in financial planning solutions.

Clients supported

Growth
+18%
1750 people

Our client base continues to expand each quarter.

Consultations delivered

Increase
+26%
3200 sessions

Consistent growth in client sessions year-on-year.

Client satisfaction

Client satisfaction 93%

Clients report high satisfaction with our process.

Consultation completion

Consultation completion 89%

Most consultations are completed on schedule.

Team growth rate

Team growth rate 24%

Our expert team has steadily expanded this year.

What clients say

Real experiences from those we’ve supported

“We needed clarity and a practical plan. celavioner’s team gave us clear explanations and never pressured us into decisions. Their process helped us feel secure and confident. Highly recommended for anyone needing straightforward guidance.”

Emily Carter
Operations Manager, BrightPath

“The advisors at celavioner took time to understand our situation. While we had many questions, their patience stood out. We appreciated the transparency, though some processes took longer than expected. Still, the result was well worth it.”

James Nguyen
Business Director, Nova Solutions

“celavioner’s consultation style is honest and direct. They pointed out potential risks and ensured we understood all options. The team was responsive and easy to work with. Results may vary, but I’d use their services again.”

Priya Singh
HR Lead, HarbourEdge

Frequently asked questions

Answers to common questions about our process

Find out how our team supports you and what to expect from your planning sessions.

Process
Ethics
Preparation
Clients
Financial advisors talking with a client in office

Take the next step today

Get tailored guidance for your financial planning needs

Reach out now for a transparent, no-obligation consultation

93%
Satisfaction
24%
Growth
35
Experts
3200
Sessions