Financial Planning That Actually Works
We're not your typical financial consultancy. Since 2019, we've been building real wealth strategies for Thai businesses and families who want straightforward advice without the corporate nonsense. Every plan we create starts with understanding where you are today — not where we think you should be.
Started With Simple Questions
Three financial advisors got tired of selling products that didn't fit. We opened our doors in Ratchaburi with one rule: understand the client's actual situation before suggesting anything. No fancy offices, just honest conversations about money.
Survived The Pandemic Test
When COVID hit, we spent months helping clients restructure debt and preserve capital. Those emergency sessions taught us more about practical financial planning than any textbook ever did. We learned to plan for uncertainty, not perfection.
Expanded Beyond Basics
Our client base grew from local families to regional businesses. We added tax optimization and estate planning services — not because they're trendy, but because our clients needed them. We still keep the same personal approach.
Building Long-Term Partnerships
Today we work with over 200 families and 50 businesses across Thailand. Our focus remains unchanged: practical financial strategies that work in real life, not just on paper. We measure success by client outcomes, not portfolio size.
Our Impact
Meet The Person Behind Your Strategy
Financial planning isn't about algorithms or automated portfolios. It's about understanding your specific goals and building a path that actually fits your life. Here's who you'll be working with directly.
Marcus Chen
When the 2022 market volatility hit, Marcus personally called every client to review their positions. That's the kind of hands-on approach we believe in — financial planning is a relationship, not a transaction.
How We Actually Plan Your Finances
Forget generic investment portfolios and cookie-cutter advice. We dig into your real financial situation and build strategies that work with your actual income, expenses, and goals — not textbook examples.
Reality-Based Assessment
We start by mapping your current financial picture — all of it. Income fluctuations, irregular expenses, that investment that didn't work out. No judgment, just facts. You can't build a solid plan on partial information.
Goal-Specific Strategy
Every strategy we create targets your specific objectives. Buying property in Bangkok? Planning for kids' education? Building business capital? We design the roadmap around what you're actually trying to achieve, not generic wealth building.
Risk Management First
Before chasing returns, we secure your foundation. Emergency funds, insurance gaps, debt structure — we address the vulnerabilities that could derail your progress. Growth means nothing if you can't weather the storms.
Adaptive Implementation
Life changes, markets shift, opportunities arise. We review and adjust your strategy quarterly, not annually. When your business income spikes or family circumstances change, your financial plan adapts with you.
What Drives Our Financial Planning
These aren't corporate values printed on a wall. They're the principles that guide every financial decision we help you make and every strategy we recommend.
Transparency Over Complexity
We explain every recommendation in terms you understand. If we can't explain why a financial product or strategy makes sense for your situation, we don't suggest it. No hidden fees, no convoluted structures.
Conservative Growth
Steady progress beats dramatic swings. We focus on sustainable wealth building that doesn't require you to time markets or chase trends. Boring strategies often produce the most reliable results.
Local Market Understanding
Thailand's financial landscape has unique opportunities and challenges. From property investment regulations to tax optimization strategies, we build plans that work within our actual regulatory environment.
Long-Term Relationships
Financial planning isn't a one-time project. We're here for the business expansion, the family changes, the market downturns, and the unexpected opportunities. Your success is our reputation.
Ready To Build Your Financial Strategy?
Let's have an honest conversation about your financial goals and create a plan that actually fits your life. No sales pitch — just practical advice tailored to your specific situation.