Our Programmes

Three Programmes, One Direction

From a first introduction to personal finance through to a three-month individual mentorship — each programme is built around the needs of people in their forties and beyond, in Thailand.

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Our Approach

How We Teach

All three programmes share the same underlying approach: we teach in plain language, we move at a pace that suits the group, and we make space for questions that might feel too basic to ask elsewhere.

We draw directly on Thai financial products, Thai regulations, and the actual financial situations that people living in Thailand encounter. No generic principles applied loosely — just real context.

Small Groups

6–10 participants per cohort

Evening Hours

Sessions at 18:30–20:30

Recorded Sessions

Revisit at your own speed

Printed Workbooks

Plain-language materials

Programme 1

Foundations of Money in Midlife

฿4,200

4 weekly evening sessions

A gentle starting point for anyone in their forties or fifties who wants to understand their own finances more clearly. Over four weekly evening sessions, you walk through everyday topics at a comfortable pace: reading a household budget, understanding savings accounts, and recognising common Thai financial products. No prior background is assumed. The setting is small and questions are always welcome.

What is included

Printed workbooks in plain language
Recorded sessions to revisit at home
Small group setting, 6–10 participants
Access to private learning portal

How it works

1 Complete the private self-reflection exercise before the first session
2 Attend four Tuesday evening sessions (18:30–20:30)
3 Complete workbook exercises at your own pace between sessions
4 Revisit recordings and materials any time via the learning portal

Suited to: people who feel they were never properly taught the basics and would like a patient place to begin.

Ask About This Programme

Programme 2

Planning for the Years Ahead

฿6,900

8-week programme

A practical eight-week programme for people thinking about retirement, family support, and long-term security. Together we look at the Thai pension landscape, modest approaches to savings growth, healthcare cost planning, and how to think responsibly about the longer term without taking on more uncertainty than feels comfortable. Each module pairs a short lesson with a private worksheet completed in your own time.

What is included

Eight evening modules over eight weeks
One-to-one review conversation at week 4 and week 8
Personal planning folder with your worksheets
Ongoing access to the learning library

Topics covered

Thai Social Security Fund and Government Pension Fund
Retirement Mutual Funds (RMF) explained
Healthcare costs in later life — planning approaches
Family financial support considerations
Estate planning basics for Thai residents

Suited to: people who already understand the basics and want a structured, unhurried way to look further ahead.

Ask About This Programme

Programme 3

The Considered Portfolio Mentorship

฿10,400

3-month mentorship

A three-month guided mentorship for those who want closer, individual support as they shape longer-term financial plans. Over regular sessions, an experienced mentor helps you think through your goals, weigh choices carefully, and understand the trade-offs of different approaches. This is education and reflection rather than advice to act on — you are encouraged to consult a licensed adviser before any financial decision.

What is included

Six scheduled mentor sessions over three months
Tailored reading path built around your situation
Written summary at programme completion
Email access to your mentor between sessions

How it works

1 Initial conversation to establish your starting point and goals
2 Mentor prepares a reading path and session plan tailored to you
3 Regular sessions (in person or remote) over three months
4 Written summary of your exploration delivered at close

Suited to: those who value thoughtful conversation and want to take their time shaping a longer-term view of their finances.

Ask About This Programme

Choose Your Programme

Which Programme Is Right for You?

Use this guide to think about where you are now and what kind of support would help most.

Feature	Foundations ฿4,200	Planning ฿6,900	Mentorship ฿10,400
Group evening sessions
Printed workbooks
Session recordings
One-to-one review sessions		×2	×6
Tailored reading path
Written completion summary
Best suited to	Beginning to understand finances	Planning for retirement and later life	Individual support for complex situations

Shared Standards

What Every Programme Shares

No Product Promotion

We do not endorse or recommend specific financial products. Our educators earn nothing from your financial decisions.

Participant Confidentiality

Personal financial details shared in sessions are treated as confidential. We do not share participant information with third parties.

Content Kept Current

All materials are reviewed before each new cohort begins. We update content when Thai financial regulations or products change.

Named Support Contact

Every participant has a named educator or contact person from enrolment. Questions get a human reply within one working day.

Accessible Format

Large-print materials available on request. Recorded sessions are captioned. Accessibility needs discussed before enrolment.

Thai Financial Context

Content grounded in Thailand's financial system — local products, Thai pension schemes, local tax considerations.

Programme Fees

Clear Pricing, Nothing Hidden

Each fee covers everything listed in the programme — materials, sessions, individual review conversations where included. No upselling during the course.

Programme 1

Foundations

฿4,200

4 evening sessions

Printed workbooks
Session recordings
Learning portal access
All session materials

Enquire

Programme 2

Planning Ahead

฿6,900

8-week programme

8 evening modules
2 one-to-one review sessions
Personal planning folder
Ongoing library access

Enquire

Programme 3

Mentorship

฿10,400

3-month individual mentorship

6 mentor sessions
Tailored reading path
Written completion summary
Email access between sessions

Enquire

All fees in Thai Baht (฿). Fees current as of May 2025. Contact us to confirm current cohort dates.

Not Sure Which Programme to Start With?

Write to us and describe where you are right now. We will suggest what might suit you — without any pressure to commit to anything.

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