A Calmer, Clearer Path to Financial Understanding
Educational programs designed with care for adults who are ready to understand their finances — at their own pace, in their own time.
Three Thoughtful Pathways
Each program addresses a different dimension of financial well-being. You may begin with one or combine them over time.
Money Mindset Orientation
฿3,400A gentle program addressing beliefs and habits around money that form during a lifetime. Explore behavioral patterns, emotional triggers, and constructive alternatives — with self-assessment tools and facilitated group discussions.
- Personal reflection exercises
- Small group facilitated discussion
- Take-home self-assessment tools
Bond and Fixed Income Education
฿8,100A focused educational program on fixed-income instruments available in Thailand. Topics include government bonds, corporate bonds, and debentures — with yield, maturity, and credit considerations, plus a simulated bond selection exercise.
- Thai government & corporate bonds
- Yield and maturity fundamentals
- Simulated bond selection exercise
Full Financial Health Review
฿14,700A personalized review program pairing participants with advisors for a comprehensive financial check-up. Covers cash flow analysis, asset inventory, protection gaps, and forward planning — with a written summary and follow-up call.
- One-to-one advisor sessions
- Written financial summary
- Follow-up call included
What Makes These Programs Different
Financial education works best when it respects where you are in life. Our programs are built around that understanding.
Built for Adult Learners
Programs designed from the ground up for participants in their 40s, 50s, and beyond — no jargon, no rushing, no assumptions about prior knowledge.
Locally Grounded
All content reflects Thai financial markets, instruments, and regulatory context. What you learn applies directly to your situation in Bangkok.
Unhurried Pace
Sessions are spaced thoughtfully, giving participants time to absorb, reflect, and return with questions. Understanding matters more than coverage.
Practical Resources
Participants leave each program with worksheets, checklists, and frameworks they can use independently — not just notes from a lecture.
Small Group Settings
Group programs maintain small cohorts so facilitators can attend to each participant's questions and adapt the session as needed.
Ongoing Access
After completing a program, participants may access our community discussion sessions where continuing questions and reflections are welcomed.
Clarity is a step away
If you've been thinking about understanding your finances better, this may be the right moment. We're happy to answer questions and help you decide which program fits your situation.
Questions We Often Hear
Who are these programs designed for?
Our programs are designed for adults in their 40s, 50s, and 60s who want to develop a clearer picture of their finances. You may be approaching retirement, reassessing priorities, or simply ready to understand money matters that have felt uncertain. No professional background in finance is expected or needed.
Do I need any prior financial knowledge?
Not at all. Each program begins from first principles and builds steadily. Participants who have never engaged with formal financial content find the material accessible, while those with some background often appreciate the structured way concepts are presented.
What happens in the Money Mindset Orientation?
The two half-day sessions explore how beliefs about money are formed across a lifetime, how these beliefs shape financial decisions, and what alternative approaches might feel more constructive. You'll use self-assessment tools, participate in small group reflection, and leave with materials to continue the process on your own.
How does the Bond and Fixed Income program work?
Three half-day sessions cover Thai government bonds, corporate bonds, and debentures — explaining how each works, how yield and maturity interact, and how to evaluate credit considerations. The program concludes with a simulated bond selection exercise that lets you apply what you've learned in a low-pressure context.
What does the Full Financial Health Review involve?
You meet individually with an advisor over four sessions, spaced across one month. Together you work through your cash flow patterns, asset picture, protection gaps, and forward outlook. At the end, you receive a written summary of the review and a follow-up call to address any remaining questions.
Are programs conducted in English?
Yes. All sessions and written materials are in English. Facilitators are comfortable with participants who occasionally prefer to discuss points in Thai during one-to-one moments.
How do I enrol or find out more?
Use the contact form below or call us directly at +66 2 286 4739. A member of our team will respond to discuss current program availability, timing, and which option might be the best starting point for you.
Visit Us in Silom
162 Sathorn Soi 12, Silom, Bangkok 10500
We'd Be Happy to Hear From You
Send a Message
Contact Details
Phone
+66 2 286 4739Address
162 Sathorn Soi 12
Silom, Bangkok 10500
Thailand
Hours
Monday – Friday: 9:00 AM – 5:30 PM
Saturday: 9:00 AM – 12:30 PM
Sunday: Closed
Not sure where to start? Feel free to call or write with any questions. We're happy to talk through which program might be a comfortable fit before you commit to anything.