Our Solutions
Three ways to move from uncertainty to clarity
Each service is designed for a different stage and need. All are strictly informational — no financial advice of any kind.
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Our approach to retirement readiness information
1. We identify what is needed
Every enquiry starts with a short conversation to understand whether the person needs orientation (the Guide), organisation (Coaching), or organisational support (B2B). We suggest the right fit, not the highest price.
2. We deliver clearly and simply
Materials are written from scratch to avoid jargon. Coaching sessions follow a structured but flexible agenda. B2B packages include all materials and notes needed for an employer to deliver independently.
3. We point onwards, not inwards
Each service concludes with a clear pointer to official sources, next logical steps, and — where appropriate — the type of professional the client may wish to seek. We are a starting point, not an endpoint.
Solution 01
First Steps Information Guide
A clear written guide outlining, in general terms, the common stages of retirement planning and where official information can be found. Educational only, with no advice. Suited to those at the very start of planning. Delivered as a printed and digital booklet.
What it covers
- An overview of the typical stages people move through when approaching retirement
- Where to find official information from Thai government and regulatory bodies
- Common questions people have at each stage, with factual contextual answers
- A glossary of terms used in retirement-related documents
How it works
Solution 02
Document Coaching Sessions
Supportive sessions helping people understand and organise their own retirement-related paperwork into a clear system. Covers sorting, indexing, and a personal checklist. Ideal for those who want guidance on structure, not advice on choices. All decisions stay with the client.
What it covers
- Sorting and understanding what types of documents you have
- Indexing a personal document system you can maintain independently
- A completed personal checklist of where things are and what may still be needed
- Guidance on where to find missing documents from official sources
How it works
Solution 03 — B2B
Workplace Readiness Partnership
A partnership helping employers deliver general, non-advisory retirement-readiness information to staff in a consistent way. Covers materials, facilitation notes, and a rollout plan. Best for organisations with ageing workforces. Strictly informational and operational.
What is included
- Customised written materials for your staff (branded with your organisation if required)
- Facilitation notes for your HR or people team to deliver sessions independently
- A staged rollout plan suited to your organisation's size and schedule
- One follow-up review session three months after launch
How it works
Which is right for you?
Choose the option that fits your situation
| Feature | First Steps Guide | Document Coaching | Workplace Partnership |
|---|---|---|---|
| For individuals | |||
| For employers / organisations | |||
| Written guide included | |||
| Personal document system setup | |||
| Facilitation notes for HR teams | |||
| In-person or remote delivery | |||
| Price | ฿3,500 | ฿8,400 | ฿33,500 |
Best for
Someone just starting to think about retirement who wants a clear starting point
Best for
Someone with scattered documents who wants a structured system without being told what to do
Best for
Organisations that want to support staff approaching retirement consistently and responsibly
Standards Across All Services
What every service shares
Data privacy
All personal information is handled under Thai PDPA requirements and used only for service delivery.
Editorial independence
Materials are written independently — no third-party interest shapes what we write or say.
Regular content review
All materials are checked at least twice yearly against official Thai sources for accuracy.
Plain language standard
All written materials pass a plain-language review before delivery. No unexplained jargon is permitted.
Responsive support
All enquiries are answered within one working day. Post-session questions are welcome within 30 days.
No advice given
Every service operates within a clear informational boundary. Clients are directed to licensed professionals when appropriate.
Pricing
Simple, fixed-fee pricing
No subscriptions, no hidden charges. One price per service.
First Steps Guide
฿3,500
One-time purchase
- Printed booklet
- Digital PDF
- Glossary of terms
- Official source references
Document Coaching
฿8,400
Per client, per engagement
- Up to 2 sessions (approx. 90 min each)
- Personal document index
- Personal checklist
- 30-day follow-up support
Workplace Partnership
฿33,500
Per organisation, one-time setup
- Staff-ready materials
- HR facilitation notes
- Rollout plan
- 3-month follow-up review
Not sure which option suits you?
Message us with a brief description of your situation and we will suggest the most appropriate starting point — with no obligation.
Send a Message