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What’s really influencing the way we invest and behave around money?


It’s often more than logic alone. Emotions, habits, and inherited patterns can all shape our relationship with money. When we understand them more deeply, we can make calmer, more conscious investing decisions

 

At IX Forum, we believe financial wellbeing is an important part of wiser investing. If investing is largely emotional, then understanding why you think, feel, and behave the way you do around money may be one of the most valuable insights of all

 

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

 

IX Forum Financial Wellbeing Coaching 

 Money isn’t just maths — it’s memory, meaning, and emotion. This programme is designed to

help you understand how intergenerational patterns can shape your financial choices, often without you realising

 

 Across your tailored 1-to-1 coaching sessions, you will explore the beliefs, behaviours and emotional patterns that may be influencing your money decisions. The aim is to help you build greater awareness, clearer decision-making and a more stable relationship with money and investing

 

Your sessions will be led by IX Forum co-founder Mark Plumley and the framework and analysis is supported by IX Forum’s tools and resources developed by co-founder Dr Ian Day

 

     The Wellbeing Coaching Framework + Assignments Package includes:

  • 90-minute online coaching sessions (recorded)

  • IX Forum Money Pattern Quiz

  • Money Biography assignment

  • Intergenerational Influences Awareness assignment

  • A 30-day practical, emotional and mindful action plan

  • A PDF summary of your coaching journey, including key insights, assignments and additional analysis

Book a Financial Wellbeing discovery call

IX Forum Co-founder Mark Plumley, a Certified Financial Wellbeing and Money Coach and NLP Master Practitioner (NLPTA) will help you reach deeper levels of financial emotional awareness during your journey of inner discovery   

IX Forum 2 Day Financial

Wellbeing and Wisdom Retreats

Our retreat gives you a clear, practical framework to uncover your unconscious money behaviours, identify the “money scripts” you’ve inherited, and understand the emotional triggers that drive your decisions

You’ll learn how to rewrite limiting beliefs, release the blocks that keep you stuck, and replace avoidance or anxiety with calm, confident action

 

You’ll leave with:

A deeper understanding of your personal money story and patterns

Tools to shift unhelpful habits and strengthen decision-making

A simple set of practices to stay grounded when money feels emotional

A renewed sense of wellbeing, stability, and clarity in how you relate to money and investing

A 30-day mental and emotional guides to support your turnaround

Two days. Real insight. Practical change you can take home — and build on

Curious to explore? 

 

Go deep on your money and investing habits and behaviours with inner exploration and conscious connection

 

If you are curious to know more, let us know. We will be in touch when our next retreat event is scheduled

Interested to know more
 
 
 

Watch Tansy, Mike and Linda who were some of those that attended IX Forum's 2 day Wellbeing and Wisdom retreat. 

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