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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

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Wisdom 

Develop your financial knowledge through structured education, coaching, expert insight and community learning

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Wealth

Use practical solutions and tools to support clearer thinking, better planning and more informed financial and trading decisions

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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

 

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

 

Tools That Empower, Not Confuse

Our financial products — from STOAT to EaGLES to the Savings & Investment Planner and many more — enable you to control your investing and simplify complex financial decisions


They’re practical, transparent, and built to help you to build your investment strategy ,make confident, data-backed choices and analyse your results

Contact IX Forum

Important: IX Forum is a financial education, coaching and events business. We provide education, tools and learning experiences to support financial awareness and decision-making. We do not provide regulated financial advice, investment recommendations or personal financial planning advice