Psychology of Money
& Enneagram of Wealth

Knowing thyself and how you make decisions about investing is critical to your success.

Psychology of Money

& Enneagram of Wealth

Knowing thyself and how you make decisions about investing is critical to your success.

Money is a powerful force in our lives, shaping not only our lifestyles but also our sense of security, freedom, and fulfilment. Yet, despite its significance, our relationship with money is often complex and deeply influenced by our personality dynamics. The Enneagram, a detailed human mapping tool, provides key insights into our core fears, desires, and patterns affecting our financial decisions. This masterclass will explore how different Enneagram types handle wealth, success, risk, and abundance, helping participants develop greater self-awareness and make more deliberate financial decisions. Through understanding the unique perspectives of each Enneagram type, we aim to empower a more robust relationship with money.

Here’s what you’ll learn by attending:

  • The Psychology of Wealth and History of the Enneagram

    • What is your relationship to wealth / money?

    • What does it represent for you?

    • Where does that come from?

    • Where does our original definition of wealth come from that takes us back to our core motivation based on our core fear?

  • Understanding Enneagram Types in Relation to Wealth

    • How different types approach earning, saving, spending, and investing

    • Insights into how Enneagram types may have different financial strengths and challenges

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Karin Wellman

Organisational Performance Coach

Caleo Capital

Scott Picken

Your Host

Psychology of Money
& Enneagram of Wealth

Watch the recording

Tuesday, 21st May 2024

6pm UK | 7pm SAST

*Registration Required. Please check your email for your unique Zoom join link. Show up early as attendance will be limited.

Money is a powerful force in our lives, shaping not only our lifestyles but also our sense of security, freedom, and fulfilment. Yet, despite its significance, our relationship with money is often complex and deeply influenced by our personality dynamics. The Enneagram, a detailed human mapping tool, provides key insights into our core fears, desires, and patterns affecting our financial decisions. This masterclass will explore how different Enneagram types handle wealth, success, risk, and abundance, helping participants develop greater self-awareness and make more deliberate financial decisions. Through understanding the unique perspectives of each Enneagram type, we aim to empower a more robust relationship with money.

Here’s what you’ll learn by attending:

  • The Psychology of Wealth and History of the Enneagram

    • What is your relationship to wealth / money?

    • What does it represent for you?

    • Where does that come from?

    • Where does our original definition of wealth come from that takes us back to our core motivation based on our core fear?

  • Understanding Enneagram Types in Relation to Wealth

    • How different types approach earning, saving, spending, and investing

    • Insights into how Enneagram types may have different financial strengths and challenges

Special Guest:

Karin Wellman

Organisational Performance Coach

Caleo Consulting

As a certified Master Coach specialising in Business and Executive coaching, my focus goes beyond the norm, with a special interest in leadership transitions, and helping individuals develop their leadership capabilities for navigating change and uncertainty.

My coaching aims to guide individuals and organisations to reach their full potential, fostering a collaborative culture for tangible improvements in both individual and team performance.

Alongside coaching, I'm a certified Enneagram practitioner and a Team and Personal Resilience Coach. My commitment extends to creating a heightened awareness of motivations behind behaviour, with a special focus on the link between the Enneagram and Wealth, empowering individuals to achieve financial wellbeing through psychological understanding.

The Enneagram of Wealth


Overview of each Enneagram type's tendencies and attitudes towards wealth:

  • Type 1 – The Strict Perfectionist

    Tend to be disciplined savers, prioritising financial responsibility and prudence.

  • Type 2 – The Considerate Helper

    Generous with their resources, often prioritising the needs of others over their own financial well-being.

  • Type 3 – The Competitive Achiever

    View wealth as a measure of success and may pursue financial goals with ambition and determination.

  • Type 4 – The Intense Creative

    Seek unique and creative approaches to wealth accumulation, often valuing experiences over material possessions.

  • Type 5 – The Quiet Specialist

    Approach wealth with analytical precision, conducting thorough research and planning before making financial decisions.

  • Type 6 – The Loyal Sceptic

    Seek security and stability in their financial affairs, often prioritising saving and risk aversion.

  • Type 7 – The Enthusiastic Visionary

    Approach wealth with a sense of optimism and abundance, enjoying the freedom that financial resources can provide.

  • Type 8 – The Active Controller

    View wealth as a means of empowerment and may pursue financial success with confidence and assertiveness.

  • Type 9 – The Adaptive Peacemaker

    Value financial harmony and may prioritize avoiding conflicts over asserting personal goals.

What Participants are saying about this Masterclass

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