Our Options
Three ways to bring order to your retirement papers
Each option is suited to a different situation. Take a look and see which one fits where you are right now.
Back to HomeHow We Work
Our approach, every time
A brief conversation
We start by understanding your situation — what you have, what feels unclear, and what outcome would be most useful.
The session itself
Working through documents together, explaining as we go, in plain language and at a pace that suits you.
Something to keep
Every session ends with a printed resource: a folder, notes, a glossary, or a family briefing you can refer to later.
Follow-up welcome
Questions that come up afterwards are welcome. A session with us is not a one-time interaction with a closed door.
Option 1
Gentle Paperwork Tidy-Up
A calm, one-to-one session to help you collect, label, and place in order the documents you commonly need for retirement matters. If your papers feel scattered and you are not sure what you have or where it is, this is a good starting point. We work through things together, explain what each document typically relates to, and help you put it all in a folder you can actually find.
We refer you to official sources for anything requiring formal guidance. A printed organizer is included at the end of the session.
- One-to-one session at our Phuket office
- Typically half a day; can extend if needed
- Printed document organizer included
- No need to sort anything in advance
Option 2
Learn-the-Basics Group Sessions
A set of small-group sessions designed for people who want to understand retirement-related paperwork and official processes before they decide anything. These are educational gatherings — relaxed, unhurried, with no sales element. We explain how things generally work, what documents are typically involved, and which official bodies are relevant.
Groups are kept small so there is always time for questions. Printed notes and a plain-language glossary are provided for every participant. Sessions are conducted entirely in English.
- Small group format — typically 4 to 8 people
- Multiple sessions spread over several weeks
- Printed notes and glossary for every participant
- Purely educational — no personal advice given
Option 3
Whole-Household Records Programme
A complete programme to help a family create a clearly labelled, well-organized record of the important documents that affect the household — and make sure every relevant family member understands where things are and what they mean. The work is entirely organizational and informational.
This is the right option for households that want their affairs tidy and easy for more than one person to follow. It includes a home filing layout, a written family briefing document, and as many sessions as needed to cover the household's papers thoroughly.
- Covers the whole household's documents
- Home filing layout included
- Written family briefing document for all members
- Multiple sessions — completed over several visits
Choosing the Right Option
Which one is right for you?
Use this table to get a quick sense of how the three options differ, then reach out if you would like to talk through which fits your situation.
| Feature | Tidy-Up ฿3,900 |
Group Sessions ฿14,200 |
Household Prog. ฿32,000 |
|---|---|---|---|
| One-to-one session | |||
| Small group format | |||
| Covers entire household | |||
| Plain-language glossary | |||
| Printed document organizer | |||
| Written family briefing | |||
| Best for… | One person with scattered papers | People who want to understand before deciding | Families wanting shared, tidy records |
How We Handle Things
Standards across all our work
Document Privacy
Your documents are reviewed in session and returned to you. We do not retain copies. Nothing leaves without your agreement.
No Financial Advice
Our role is clearly organizational and informational. We do not advise on specific financial decisions. We tell you where to find official guidance.
Plain Language Guarantee
Every session uses everyday language. Where official terms are needed, we define them in plain words in writing.
Feedback After Every Session
We ask for feedback after each session and take it seriously. It is how we keep improving what we do.
Referral When Needed
If you need formal assistance beyond our scope, we can point you toward the appropriate official bodies or qualified professionals in the area.
Contact Data Security
Any personal information you share to book a session is held securely and used only for that purpose. See our Privacy Policy for full details.
Clear Pricing
Fixed prices, no surprises
Printed materials are included in all prices. There are no additional charges for extended sessions within the scope of each option.
Gentle Paperwork Tidy-Up
฿3,900
Per session, includes printed organizer
- One-to-one session
- Printed document organizer
- Referrals to official sources
- Follow-up questions welcome
Most Popular
Learn-the-Basics Group Sessions
฿14,200
Per person, includes all session materials
- Small group (4–8 people)
- Multiple weekly sessions
- Printed notes and glossary
- Questions welcome throughout
Whole-Household Records Programme
฿32,000
Per household, all sessions and materials
- Full household coverage
- Home filing layout
- Written family briefing
- Multiple visits included
Still not sure which option fits?
Send us a message and we will suggest the most suitable option based on what you tell us — with no commitment to go ahead.
Ask Us Anything