What People Say After Attending
The best measure of any educational programme is how participants feel when they walk out of the room. Here is a selection of what they have shared with us.
← Back to HomeRecent Reviews
Wanchai Prathum
Retired teacher, Chiang Mai
I completed the Savings Goal Setting Workshop in March and it changed how I think about my pension. The facilitator never made me feel embarrassed about the gaps in my knowledge — and there were quite a few of them. I finally have a written plan I can point to.
March 2025 · Savings Workshop
Natthida Kaewkham
Self-employed, Hang Dong
The Mutual Fund course was exactly what I needed after years of avoiding the topic. The three evenings went by quickly — the facilitator kept things practical and we used real fund fact sheets from the start, not invented examples. I feel much more comfortable asking questions at my bank now.
February 2025 · Mutual Fund Course
Somchai Thongsuk
Business owner, Chiang Mai
The Holistic Wealth Preservation programme was a significant time commitment, but I knew within the first session it was worth it. My situation is complicated — business assets mixed with personal savings — and the facilitator helped me see it more clearly. The asset map alone was worth the price.
January 2025 · Wealth Preservation
Patcharee Nimnuan
Hospital administrator, Chiang Mai
I attended the Savings Workshop with a colleague. We had both put off thinking about retirement savings for longer than we should have. The format was friendly and practical — no jargon, no pressure to already understand everything. We left with clear goals written down for the first time.
March 2025 · Savings Workshop
Apinya Rungsiriwong
Architect, San Kamphaeng
The Mutual Fund course helped me understand what I had already been putting money into for six years without fully understanding. That was a little alarming to realise, but the facilitator was calm about it and practical. I adjusted a few things afterwards and felt much more confident about it.
February 2025 · Mutual Fund Course
Jiraporn Suksawat
Pharmacist, Chiang Mai
Six sessions over a month sounds like a lot, but I found myself looking forward to each one. The Wealth Preservation programme covered things I had never thought to ask about — insurance gaps, what happens legally when you have assets across different categories. Very thorough and very clear.
January 2025 · Wealth Preservation
Participant Journeys
Three detailed stories showing how different people approached different programmes — and what changed for them.
The Challenge
Wanchai retired from teaching at 58 with a government pension and some savings — but no clear sense of how long they would last or whether he should be doing something different with them.
The Programme
He joined the Savings Goal Setting Workshop first, then returned six months later for the Mutual Fund Navigation Course. Each programme built on the previous one at his own pace.
The Outcome
Wanchai now has a written, three-tier savings plan and has reallocated part of his savings into a fund category he understood only after the second course. He describes the process as unhurried and honest.
"I went in feeling behind. I came out feeling like I had a direction."
— Wanchai P., Chiang Mai
The Challenge
Somchai owns a small import business. His financial picture was spread across a business account, personal savings, a property, and a life insurance policy he had not reviewed in over a decade.
The Programme
He enrolled in Holistic Wealth Preservation and attended all six sessions over four weeks, sometimes joining online when travel was unavoidable.
The Outcome
By the end, Somchai had a single-page asset map showing exactly what he owned and where the vulnerabilities were. He subsequently updated his insurance and consulted a lawyer about his company structure.
"The asset map alone was worth it. I had never seen everything in one place before."
— Somchai T., Chiang Mai
The Challenge
Natthida had been contributing to two mutual funds for six years through her bank, but had never read a fund fact sheet and was not sure why she had chosen those specific funds or how they were performing.
The Programme
She joined the Mutual Fund Navigation Course, attending all three evening sessions after work.
The Outcome
She can now read fund fact sheets independently, compare options across categories, and understand what fees she is paying and why. She subsequently switched one of her funds to a lower-fee alternative after reviewing the comparison exercise at home.
"I realised I had been trusting without understanding. Now I understand — and that feels much better."
— Natthida K., Hang Dong
Reach Out Anytime
Phone
+66 53 271 846Address
78 Tha Phae Rd, Chang Moi, Chiang Mai
Hours
Mon–Fri 9:00–17:00
Sat 9:00–13:00
Professional Standing
Thai FPA Member
Thai Financial Planners Association
Chamber Award 2022
Chiang Mai Chamber of Commerce
Adult Education Certified
Facilitators trained in adult pedagogy
Product-Neutral Policy
No product promotion in any session
Ready to Join the Next Group?
Places in each programme are limited. Get in touch to find out about upcoming dates and which programme might suit you.
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