Membership
One platform.Every pathway.
Start free and keep the core education forever. Go Premium for the full Expert Video Academy, advanced tools and live Q&A.
Choose your plan
Start free. Upgrade when you want the full expert library and advanced tools.
Free
Core education, free tools and member expert videos.
Free
- Core lessons and starter courses
- Public and member expert videos
- All free calculators; keep up to 3 saved scenarios, reopen and compare them
- Market snapshot, watchlist and paper portfolio
- My Playbook goals and Wealth Score
- Most popular
Premium
The full expert library, premium tools and live Q&A.
$24/mo
or $199/yr
- Full Expert Video Academy with full transcripts
- Premium tools: Deal Analyzer and Retirement Planner
- Unlimited saved scenarios
- Premium live sessions, replays and expert Q&A
School
Cohorts, assignments and progress reporting for classrooms.
Custom
- Class rosters and join codes
- Assignments with due dates
- Progress and quiz reporting
- Curated student-safe video library
- Access requested by the school and approved by our team
Enterprise
Learning programs for workforce and community organisations.
Custom
- Everything in School
- Advanced analytics & exports
- Dedicated partner success
Membership questions
What exactly do I get with Premium?
The full Expert Video Academy including every series and transcript, all advanced calculators, saved and comparable scenarios, live expert Q&A sessions with replays, and personalised pathways. Free members keep the core education, selected tools and expert clips.
Can I try premium video first?
Yes. Every premium video plays a free preview — typically 30 to 90 seconds — and the paywall tells you exactly what unlocks. Request Premium from there and, once it's approved, you can pick up where the preview stopped.
How does access work for schools and programs?
Our team sets schools and youth programs up directly: teachers create their classes, students join with a class code, and teachers see their students' learning progress. A school asks us for access and our team approves it, so there is no payment to make.
Is any of this financial advice?
No. Wealth Playbook is educational. Every tax, market, mortgage and return figure is a clearly labelled estimate produced from assumptions you can inspect and change. We are not licensed advisers and nothing here is a recommendation to buy or sell anything.
Can I stop Premium?
Yes. Send us a message through the contact page and our team will take Premium off your account. If your access came with an end date, for example from a beta link, it simply ends on that day and your account goes back to the free plan. Nothing is deleted either way: your saved scenarios and goals stay on your account.
Not sure which plan fits?
Start free. You can upgrade the moment you hit something you want.
Have an access code?
Beta testers get Premium for a limited time with a code from our team. Create your free account and enter the code as you sign up.
Create an account with my code