Providing financial planning services


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     We are financial advisors risk management Life insurance plans, insurance, stocks, mutual funds, both domestically and internationally tax planning with a professional team with rich experience

     Financial Planning is to use financial plans as tools to help manage wealth in order to achieve financial goals in various areas. Wealth management processes are as follows.

  1. Wealth Creation:  money at work
  2. Wealth Protection: invisible asset and visible asset
  3. Wealth Accumulation:  (Man at Work/Capability)
  4. Wealth Distribution: delivering wealth to heirs from generation to generation
 We are providing 7 financial plans
  1. Income Protection Plan
    Making people realize the value of their skills (Human Asset / Invisible Asset) which is invisible to the naked eye but it can be converted to tangible asset (Visible Asset) determined by the value of life insurance capital – the day that the head of the family is gone, the most important thing for the people left is “money”.
  2. Long Term Health Care Plan
    Creating a self-reliance welfare system instead of relying on state welfare because Thailand is not ‘Welfare State System’. Therefore the planning for long-term health insurance is of great importance, not to be a burden to the family, society, and nation. When we get sick, the thing that the hospital wants from us the most is “money”.
  3. Education Plan
    Future education Is the future of children Children are the future of the nation. Planning for a child to graduate to a level that can help earn a living, self, family will help strengthen the society of the nation. The state has revenue from taxation. Reduce the problem of unemployed Reduce crime The day that children have to be in school age. What parents have to pay for the school is “money”.
  4. Retirement Plan
    Moving towards an aging society Allowing people to have longer life periods after retirement Living happily with retirement Not a burden to the offspring Needing enough money Proper financial management and discipline since the beginning of earning Therefore is absolutely necessary What the elderly want Aside from mental happiness The important thing that must be used is “money”.
  5. Estate Planning
    Inheritance tax, property tax collection system if not planning to support, the value of property will drop because of taxes which will become a burden for the children from generation to generation, the complications in the court process in managing the inheritance, problems of conflicts between heirs
    from unfairness in property management planning to deliver assets to heirs at the time.
    When having to inherit, must pay tax to the Revenue with “money.”
  6. Tax Planning
    : Personal Tax Planning
    Accurate personal tax planning Changing tax burdens into savings using financial tools such as deducting expenses, RMF SSF life insurance plans to help plan more family returns in various forms.
    : Property Tax Planning
    Planning to pay land tax for buildings every year And increase every 4 years if not planning the tax Will become a burden for the offspring to transfer assets from generation to generation
    : Estate Tax Planning
    Planning of inheritance tax payment, both giving and receiving In order not to be a burden to the offspring in the process of giving – receiving the inheritance so that the property value must not be reduced from the sale of the property in order to pay the inheritance tax
  7. Lifestyle Investment
    To ensure that All existing assets will be forwarded to the heirs in accordance with the will of the owner of the property correctly, appropriately, fairly, simplifying the court process in managing the inheritance. Reduce conflicts between heirs from unfairness in property management. Planning to deliver assets to heirs While living, it is very important.