Choosing who to trust with your retirement isn't something you rush. It's probably one of the bigger decisions you'll make, and honestly, it should feel right.
We've spent years working with people across Bangkok and beyond who came to us with questions, concerns, and sometimes just a feeling that they weren't quite on track. What they found wasn't a sales pitch or complicated financial jargon. Instead, they discovered someone willing to sit down and actually listen.
Back in early 2023, Anisa walked into our office feeling overwhelmed. She'd changed jobs three times in five years, and each time her pension contributions got scattered. She had money sitting in different accounts and no clear picture of what her retirement would actually look like.
We started by gathering everything in one place. Took us about three meetings just to track down all her accounts. Then we mapped out where she wanted to be by 2042 and what that would realistically require. No magic formulas, just careful planning and honest conversations about trade-offs.
Two years later, Anisa knows exactly where her money is and where it's going. She consolidated three pension pots into one manageable plan and adjusted her monthly contributions. She still works with us quarterly to review progress, and for the first time in years, she actually feels confident about retirement.
Finnian came to us in mid-2024 at age 58, worried he'd started planning too late. He had savings, but they weren't structured for retirement. His main concern was whether he could afford to retire by 65 without sacrificing his lifestyle.
What really helped was breaking down his expenses into categories and figuring out what would actually change in retirement. Turns out, some of his biggest costs were work-related. We restructured his savings to prioritize tax-efficient retirement accounts and created a seven-year roadmap that felt achievable.
He's now on track for a comfortable retirement at 65. He checks in with us every few months, and we adjust the plan based on market changes and his evolving priorities. He's even started thinking about part-time consulting work he might enjoy doing, not because he needs the income, but because he wants to stay active.
We're not going to claim we're the only retirement planners in Bangkok. But here's what our clients tell us makes the difference when they choose to stay with us year after year.
You won't hear us throwing around terms like "amortization schedules" or "annuity laddering" unless we've explained exactly what they mean in plain language. Our job is to make retirement planning understandable, not to impress you with vocabulary.
Had a client last year who suddenly needed to support aging parents. Another decided to go back to school at 52. Life doesn't follow a script, and neither should your retirement plan. We build flexibility into everything we create so adjustments don't mean starting over.
There's nothing worse than having a question about your retirement and getting stuck in voicemail jail. We keep our client list intentionally manageable so when you reach out, you get a real response from someone who knows your situation. Usually within the same business day.
You'll know what you're paying before we start working together. No hidden fees that mysteriously appear later. No complicated percentage calculations that leave you guessing. Just straightforward pricing for the services you're actually getting.
Working with retirement planning in Thailand means understanding tax implications, currency considerations, and how local pension systems interact with international savings. We've been doing this in Bangkok since 2017, and that experience shows up in every plan we create.
First meeting is always about understanding where you are right now. We'll ask questions about your current savings, what you're hoping retirement looks like, and what keeps you up at night financially. No pressure, no commitment required.
If we move forward, we spend the next few weeks building your plan. This involves gathering documentation, running projections, and typically two or three more meetings where we refine everything until it feels right to you.
Most of our clients check in quarterly for the first year, then shift to twice-yearly reviews once their plan is established and running smoothly. Some prefer monthly check-ins. We adjust to what works for your peace of mind.
The relationship doesn't end when the plan is finished. Markets change, personal circumstances shift, and new opportunities emerge. We're here for all of it, for as long as you need us.