The key to a happy life isn't just about money,
it’s about mindset.
Figuring out which money personality you are can be a helpful way of finding out what makes you tick, and planning your best life with this in mind.
Visionary
You're focused on big impact and building wealth
Security seeker
You prioritise safety, stability and taking care of others
Inner rebel
You're motivated by investing and taking financial risks for potential high rewards
Joy seeker
You seek joy, comfort and the finer things in life
Money:Mindshift
Which personality type are you?
Which personality type best fits you? Remember, you might be a combination of more than one, or even change type over time, but by figuring out what's important to you and how you respond to different circumstances, you can plan your best life in a way that suits you.
Your personality type is:
Visionary
You're all about possibilities. Whether it's building a business, planning for early retirement, or funding a passion project, you're driven by purpose and potential.
Perhaps you understand that money isn't just a tool, it's a way to shape a meaningful life. You might resonate with the “100-year life,” where planning for the long term means aligning your money mindset with your deepest values.
Would you identify with the following strengths?
Future-focused
and strategic
Motivated by purpose
and impact
Comfortable with
calculated risks
Dr Tom's mindshift tip
Balance your visionary goals with small, joyful wins today. Your future self will thank you, but so will your present self.
Featured Money: Mindshift podcast episodes:
How to retire (Apple Podcasts / Spotify)
How to age (Apple Podcasts / Spotify)
Featured articles
Your personality type is:
Inner rebel
You challenge norms and follow your own path.
You want freedom, flexibility, and authenticity. You may carry a 'money shadow' that resists control or structure, but that's also your superpower.
You're here to rewrite your money story on your own terms.
Would you identify with the following strengths?
Independent and
creative
Values freedom
over convention
Willing to take
bold steps
Dr Tom's mindshift tip
Embrace systems that feel aligned, not restrictive. Financial wellbeing doesn't mean giving up your edge, it means funding your freedom.
Featured Money: Mindshift podcast episodes:
How to be good with money (Apple Podcasts / Spotify)
How to compare (Apple Podcasts / Spotify)
Featured articles
Your personality type is:
Joy seeker
You live for the moment and love living life to the fullest.
You believe money should enhance life, not dominate it. You're drawn to experiences, connection, and emotional wellbeing.
Money:Mindshift speaks directly to you: it's not about being 'well-off', it's about living a 'well-lived life'.
You're tuned into what brings happiness now, but you know that your future self deserves joy too.
Would you identify with the following strengths?
Emotionally intelligent
and generous
Finds happiness in
the present
Values relationships
and experiences
Dr Tom's mindshift tip
Joy today is essential, but so is joy tomorrow. Build habits that support both.
Featured Money: Mindshift podcast episodes:
How to plan a sabbactical (Apple Podcasts / Spotify)
How to spend (Apple Podcasts / Spotify)
Featured articles
Your personality type is:
Security seeker
You value stability, safety, and peace of mind.
You find comfort in knowing your financial future is secure. You resonate with Dr. Tom's emphasis on self-knowledge and long-term thinking.
Money:Mindshift gets you. It's not just about having money, it's about feeling safe, supported, and in control.
You may already be thinking about how to live and fund each chapter of your life, how that looks and how to secure a financially safe future. Some would say you're the grounded type, someone who thrives with clarity and control.
Would you identify with the following strengths?
Responsible and
reliable
Excellent at budgeting
and planning
Values security
and consistencys
Dr Tom's mindshift tip
You might have the future covered in your mind, now give yourself permission to enjoy the present too. If you're not sure how to strike that balance, a good financial planner or adviser can help you build a plan that's not just about someday, but right now too. Look for someone who gets that money isn't just about numbers. It's about living well, feeling secure and making space for joy along the way.
Featured Money: Mindshift podcast episodes:
How to be good with money (Apple Podcasts / Spotify)
How to worry about money (Apple Podcasts / Spotify)
How to age (Apple Podcasts / Spotify)
Featured articles
Tools and Resources
The Money:Mindshift podcast
What if we told you that it’s your mindset that matters most when it comes to finances?
In our podcast, host Dr. Tom speaks to experts about how to make a mindshift when it comes to money – for the better. Think of it as looking after both yourself today, and future-you.
