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Participant Voices

What Participants Say

Honest reflections from adults who have completed our programs — in their own words, in their own time.

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1,200+

Program completions

4.7/5

Average satisfaction

62%

Return for second program

15

Years of programs

From Our Participants

In Their Own Words

"I had always kept money at a distance — it felt complicated and slightly intimidating. The Foundations Workshop changed that. Four sessions in, I found myself actually sitting down with my own numbers without dread. That alone made it worthwhile."

AP

Apinya Phokhun

Bangkok — Foundations Workshop, Feb 2026

"My husband and I attended the Retirement Readiness program together. What struck us both was how specific it was to Thailand — not a generic course adapted for here, but genuinely built around Thai pensions, healthcare costs, and the real choices we face."

NW

Nantawan Wongprasert

Watthana, Bangkok — Retirement Readiness, Jan 2026

"I would have liked one additional session in the Foundations program — but the four sessions we had were dense in a good way. The workbook has become something I still refer to. The facilitator never made anyone feel embarrassed for asking basic questions."

SB

Sombat Buraphakiat

Khlong Toei, Bangkok — Foundations Workshop, Mar 2026

"The Wealth Preservation program gave our family a language we had not had before. My wife and I had never properly discussed what would happen to our assets. The family discussion guide was something we worked through over several evenings — it was genuinely useful."

CL

Chatchai Limcharoen

Sukhumvit, Bangkok — Wealth Preservation, Jan 2026

"I joined the Retirement Readiness program eight months before taking early retirement. It helped me run through scenarios I had not thought about — particularly around healthcare costs and what happens to my pension contributions. I left feeling far more prepared."

PR

Parichat Rungsawang

Ratchada, Bangkok — Retirement Readiness, Feb 2026

"I appreciated that nobody tried to sell me anything — not once. That might sound like a small thing, but it completely changed the atmosphere. I felt I could ask honest questions without worrying about being pushed toward a product at the end."

MT

Malee Thipsamrit

Thonglor, Bangkok — Foundations Workshop, Feb 2026

Detailed Journeys

Participant Stories

KP

Korawit Pornprasert, 54

Senior Manager, Completed Retirement Readiness Program

The Challenge

Korawit had been putting off retirement planning for years, aware that he was approaching 55 without a clear picture of what his financial situation would look like once he stepped back from full-time work.

The Program

Over six weekly sessions, he worked through expense forecasting, explored his Thai Social Security entitlements in detail, and attended two one-on-one consultation hours to review his specific income picture.

The Outcome

He came away with a completed scenario worksheet and, for the first time, a realistic sense of what his retirement income would look like across three different scenarios. "I stopped dreading the numbers," he said.

"I didn't expect to enjoy it — but the small group made it easy to speak openly. And I left with a document I actually use."
WS

Wanida Suksomchai, 61

Business Owner, Completed Wealth Preservation Program

The Challenge

Wanida had accumulated assets across several properties and held stakes in a family business. She was aware that her estate situation was becoming complex, but had never taken a structured look at it.

The Program

The eight-session Wealth Preservation program covered Thai estate considerations, asset structuring concepts, and the tax-aware strategies relevant to her situation. Her advisory hours were used to produce a customised financial overview document.

The Outcome

She and her adult daughter used the family discussion guide to have a structured conversation about their estate — for the first time. "We had danced around it for years," she noted. "Having a framework made it feel less like a conflict and more like a plan."

"The family discussion guide was something I hadn't expected. It turned a difficult conversation into a productive one."
TN

Thanya Nopkhun, 47

Teacher, Completed Foundations Workshop

The Challenge

Thanya had a stable income but felt perpetually uncertain about whether she was making sensible decisions about savings. She wanted a foundation before making any bigger financial moves.

The Program

The four-session Foundations Workshop gave her a structured overview of personal budgeting and Thai savings instruments. The workbook exercises helped her map her current financial picture clearly for the first time.

The Outcome

Six months after completing the program, Thanya enrolled in the Retirement Readiness program. "The Foundations course gave me confidence to keep going," she said. "I understood what questions to ask next."

"I've now done two programs. Each one felt like the right next step — not rushed, not overwhelming."

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Monday – Friday: 9:00 – 18:00  |  Saturday: 9:00 – 13:00

36/2 Soi Thonglor 13, Khlong Tan Nuea, Watthana, Bangkok 10110

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