How We Started: A Bangkok Office and Big Questions
Back in 2019, three financial advisors were having coffee near Lumpini Park. We kept hearing the same frustrations from clients: financial advice that felt disconnected from Thai business realities, planning that ignored local economic factors, and education programs that were either too basic or impossibly complex.
So we decided to build something different. Not another consulting firm promising miracles, but a place where practical financial education meets real-world Thai business experience. We started with a small office on Ratchadamri Road and a simple belief: good financial planning should make sense to the people using it.
Six years later, we're still in Bangkok, still asking those same questions, and still learning from every client we work with. The office is bigger now, and our team has grown, but the approach remains the same: listen first, understand the specific situation, then build practical solutions together.