Education savings planning
Family education savings planning sits at the centre of our practice: mapping when fees are likely due, how much liquidity you need beforehand, and which portions of your household plan can pursue longer growth horizons.
Milestone map, not a single guess
We build milestone bands—primary years, secondary, tertiary—each with contribution targets expressed as ranges. If study abroad is on the table, we note currency and living-cost variables without treating them as certainties.
Individual consultations walk through your current savings, insurance overlaps, and any employer benefits that might offset tuition.
Consultation and management plan flow
- Discovery call — goals, children’s ages, schools under consideration, and constraints you already know.
- Education savings draft — milestone ranges, liquidity notes, and assumptions documented in plain language.
- Management plan option — if you proceed, a tailored plan covers review rhythm, decision points, and what we need from you between meetings.
Fees, scheduling, and whether a written plan is included are confirmed before you commit to paid work.
Common questions
- Do you sell specific investment products during the first meeting? No product placement is implied on this site; any product discussion follows your instructions and applicable rules, with terms confirmed separately.
- Can you guarantee funding targets? We do not guarantee outcomes. Projections use assumptions you approve and should be revisited as fees and markets change.
- Is this only for Bangkok families? We meet clients at our Chatuchak office and can arrange remote sessions where appropriate; travel or venue costs, if any, are agreed in advance.