Services

Planning engagements built around the drawdown years

Three focused engagements, each with a fixed scope and a fixed fee agreed before we start. No product commission, no assets-under-management percentage — so the advice is never shaped by what we can sell you.

Single session

Retirement Readiness Review

THB 4,500 /one-off

A single 90-minute working session for people within five years of retirement who want a second opinion on whether they are actually ready.

  • Review of your current savings, provident fund and income sources
  • High-level drawdown feasibility check against your target monthly income
  • Plain-language written summary of gaps and the next two or three actions
Full engagement

Retirement Income Plan

THB 28,000 /engagement

Our core engagement — a complete written retirement income plan built from your real numbers and stress-tested across market and inflation scenarios.

  • Full cashflow model from today through the first 10 retirement years
  • Drawdown sequence across taxable, provident fund and voluntary accounts
  • Inflation-adjusted withdrawal rate calibrated to your lifespan risk
  • Spousal continuity and emergency-liquidity review
  • 90 days of implementation support after the plan is delivered
Focused module

Cashflow & Drawdown Refresh

THB 12,000 /refresh

For clients who already have a plan but have hit a life change — early retirement, inheritance, illness, or a market event that has shifted their position.

  • Updated cashflow based on your current balances and new circumstances
  • Re-tested withdrawal rate and drawdown order
  • Short written update with revised next-12-months actions

All fees are quoted in Thai Baht (THB) and are agreed in writing before any work begins. We do not receive commission from any fund, insurer or platform.

A planning team working through drawdown scenarios with laptops and notebooks on a meeting table. Engagement workspace
What every engagement includes

Advice you can follow without us in the room.

Every engagement, from the single review upward, ends with a written document you can hand to your spouse or your accountant and they will understand it. We do not lock our work behind a meeting — the plan is yours.

  • Plain-language written plan, not a slide deck
  • Assumptions and limitations stated openly
  • No product placement or referral fees
  • One follow-up clarification call included