The Globally Mobile Playbook is not taking new members at the moment. If you'd like to hear whether that changes, join the waitlist below. In the meantime, the first module, the 9-day email series and the readiness check are all free.
Updated October 2026
Enrolment is currently paused
What the Playbook covers
Framework-level education for people who have just become liquid or globally mobile: what to decide, and in what order.
◆The sequence
What to decide first after a windfall, what can wait, and what to deliberately leave alone.
◆What you actually hold
How to tell liquid from illiquid, and why two holdings with the same price tag can be very different things.
◆The relocation decision
An honest look at what is driving a move, and how to compare places side by side.
◆Tax residency, in depth
How residency is determined, how two countries can both claim you, and the questions worth putting to a professional.
◆Wills, trusts and estate
How these work when your life and your assets span more than one country.
◆Your team and your decision map
How to filter advice and vet advisers, and a personal map that puts the decisions in order.
Join the waitlist
No commitment, no card. We'll email you if enrolment reopens, and the free First 90 Days After a Windfall checklist is yours to download straight away, here on this page.
Framework-level education: not personalised financial, tax, or legal advice. We never publish anyone's name.
No. The New Wealth Network is education: a framework for what to decide, in what order, and what to deliberately leave alone. It is not personalised financial, tax, or legal advice, and it doesn't replace a qualified adviser: it's designed to make you a calmer, better-prepared client of one. Every jurisdiction-specific question gets pointed to the right professional.
Who's behind this, and why should I trust it?
Rory Phillips (MEng, MPhil) is the founder and an independent financial planner. The New Wealth Network is education, not a sales process: it doesn't recommend products or manage money, and its value is the sequence. Use it to test any advice you are given, whoever is giving it.
When will enrolment reopen?
There is no date yet. Joining the waitlist is the simplest way to hear if it does. There is no card and no commitment.
Is there anything useful I can do while enrolment is paused?
Yes. Module 1 of the Playbook is free to read, the 9-day email series is free, and so is the 2-minute readiness check. Links are just below the waitlist form.
What if I've already made some decisions?
Still useful. The sequence applies from wherever you are: it helps you sort what's settled from what's still open, and stops the next irreversible decision from being rushed.
I'm outside the US and UK. Does it apply to me?
Yes. It's built for globally mobile people, so it's framework-level and jurisdiction-agnostic by design: worldwide versus territorial tax, tax residency, relocation timing, cross-border estate. The country-specific mechanics are always handed to a local professional.
How discreet is it?
Very. We never publish anyone's name and we never share your email. Discretion is the point.