Financial Education for Adults 40+
A Clearer Path to Financial Confidence
Small-group programs in Bangkok designed to help you understand, organise, and feel at ease with your financial life.
Enquire About a ProgramWhat We Offer
Three Programs, One Clear Direction
Each program is structured around real-life financial situations that matter most to people in their 40s, 50s, and beyond â delivered in a considerate, unhurried setting.
Financial Foundations Workshop
A gentle introduction to personal financial management â budgeting, savings, and common Thai financial instruments. Four weekly two-hour sessions in groups of no more than twelve.
- Personal workbook included
- Follow-up Q&A session
- Jargon-reduced materials
Retirement Readiness Planning
A focused six-session program helping you build a realistic post-career financial roadmap â covering Thai pension navigation, healthcare costs, and income sustainability.
- Optional one-on-one consultations
- Personalised scenario worksheets
- Resource guides included
Wealth Preservation and Transfer
A comprehensive eight-session program for long-term financial stewardship â asset structuring, estate considerations, and intergenerational communication for families.
- Individualised advisory hours
- Family discussion guides
- Six months of advisory access
Would you like to feel more at ease with your finances?
Our programs are structured to be approachable, not overwhelming â a steady, supported pace that respects where you are right now.
Common Questions
Things People Often Ask
Do I need any prior financial knowledge to join?
No prior background is required. The Financial Foundations Workshop is specifically designed for those who are starting from scratch or who feel their knowledge has gaps. Our materials use plain language throughout, and no question is too basic in our sessions.
How are the sessions delivered?
Sessions are held in person at our Thonglor premises in Bangkok. We keep groups small â no more than twelve participants â so there is ample room for questions and personal reflection. Some programs include optional one-on-one consultations alongside the group sessions.
Are the programs specific to Thailand?
Yes. All content is oriented around the Thai financial landscape â including the Thai Social Security Fund, local pension structures, tax-aware strategies within Thai law, and estate considerations relevant to families in Thailand.
What is the typical time commitment per week?
Each session runs for two hours, held once a week. Between sessions, participants are encouraged to review their workbook and reflect on the material â though there are no mandatory assignments or homework deadlines.
How do I know which program suits me?
We are happy to have a short conversation with you before you enrol to help clarify which program aligns with your current situation and goals. Simply contact us and we will arrange a time to speak.
What is your refund or cancellation policy?
We understand that circumstances change. Please refer to our Terms & Conditions for details, or contact us directly if you have a specific situation to discuss. We aim to handle every case with consideration.
Is the content covered suitable for couples attending together?
Absolutely. Many participants attend with a spouse or partner, and the group format naturally lends itself to shared reflection. The Wealth Preservation and Transfer program in particular includes family discussion guides intended for joint conversation.
Where to Find Us
Visit Our Thonglor Premises
36/2 Soi Thonglor 13, Khlong Tan Nuea, Watthana, Bangkok 10110
We'd Love to Hear From You
Get in Touch
Whether you have a question about a specific program or simply want to understand what might suit you, we are glad to talk it through.
Contact Details
Phone
+66 2 712 4839Address
36/2 Soi Thonglor 13
Khlong Tan Nuea, Watthana
Bangkok 10110, Thailand
Office Hours
Monday â Friday: 9:00 â 18:00
Saturday: 9:00 â 13:00
Sunday: Closed