Build wealth with greater wisdom, confidence and emotional wellbeing
IX Forum combines financial education, wellbeing coaching, practical wealth tools and a connected investor community to help you make clearer, calmer and better-informed financial decisions
Wellbeing. Wisdom. Wealth.
Understand your money patterns. Develop financial knowledge. Apply practical tools and grow your investor network
Wellbeing
Understand the beliefs, emotions and behaviours that influence your relationship with money, investing and risk
Wisdom
Develop your financial knowledge through structured education, coaching, expert insight and community learning
Wealth
Use practical solutions and tools to support clearer thinking, better planning and more informed financial and trading decisions
IX Forum helps its community grow through Financial Wellbeing, Wisdom, and Wealth
Our purpose is to inspire a generation of investors to create wealth supported by wisdom, knowledge and wellbeing
Through tailored coaching, wealth building products, and engaging events, we help clients strengthen intellect, emotional resilience, and clarity — building lasting, generational wealth
At IX Forum, prosperity means more than returns — it’s the integration of wisdom, confidence, and wellbeing into a life of true wealth
Take the IX Forum Money Patterns Quiz
Gain insights into your money and investing patterns, beliefs and behaviours with this free quiz. Learn more about your money archetypes
Take the Money Patterns Quiz
Helping our community to grow Financial Wellbeing, Wisdom, and Wealth
Our investing solutions and collaborative community, along with tailored coaching solutions help clients strengthen investor intellect, confidence, and emotional resilience - enabling sound investment decisions that create lasting generational wealth
As certified and experienced financial coaches, event specialists, and financial product creators, we support investors to build greater awareness of their money beliefs, enhancing their financial knowledge
Our financial solutions support both wealth generation, wisdom and overall wellbeing
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About IX Forum
Experience Meets Insight
IX Forum is built on a rare blend of deep financial expertise, behavioural insight, and real-world investing experience.
With over 30 years of combined experience in property, pensions, trading, and data-driven investment analysis, Dr Ian Day and Mark Plumley bring both academic depth and practical intelligence to every conversation
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More Than Returns — True Financial Wellbeing
We believe wealth should serve your life, not consume it. Our coaching and products are designed to develop financial wisdom, emotional confidence, and wellbeing — so investors can make calm, informed decisions that build sustainable, generational wealth
