Meet Our Financial Planning Team

Experienced professionals dedicated to helping Thai families and businesses navigate budget essentials with confidence and clarity

Financial planning consultation session

Real Experience, Practical Solutions

Our team brings over fifteen years of combined experience working specifically with Thai households and small businesses. We've seen families struggle with rising costs in Bangkok, helped restaurant owners in Ratchaburi manage seasonal cash flow, and guided tech startups through their first profitable years.

What sets us apart? We don't just crunch numbers. We listen to your actual situation - whether you're worried about your kids' education costs, planning to expand your business, or trying to build an emergency fund that actually works for your lifestyle. Every recommendation comes from understanding real challenges that people face every day.

450+ Families Served
12 Years Experience
180+ Business Clients

Leadership That Understands

Our team combines professional expertise with genuine understanding of the unique financial challenges facing people in Thailand today

Natasha Priscilla, Head of Client Relations

Natasha Priscilla

Head of Client Relations

Natasha started her career at a traditional bank but quickly realized that most financial advice wasn't practical for real people. After moving to Thailand in 2018, she experienced firsthand how different financial planning needs to be here - from understanding visa requirements' impact on savings to navigating healthcare costs as an expat family.

She specializes in helping mixed families (Thai-international couples) create budgets that work across different financial systems and currencies. Her approach focuses on building sustainable habits rather than complex investment strategies that most people can't maintain long-term.

Certified Financial Planner Cross-Cultural Finance Specialist Small Business Advisor

How We Actually Work

We Start with Real Conversations

No complicated forms or intimidating presentations. We sit down and talk about what's actually happening with your money. What keeps you up at night? What financial goals feel impossible right now? We've found that understanding your real situation matters more than any textbook formula.

We Look at Your Whole Picture

Your budget doesn't exist in isolation. We consider your family dynamics, career trajectory, health concerns, and long-term dreams. A single parent's financial plan looks completely different from a young couple's, even with similar incomes. Context matters more than calculations.

We Build Systems You'll Actually Use

Forget complicated spreadsheets and apps you'll abandon after two weeks. We help you create simple, sustainable systems that fit your lifestyle. Whether you prefer cash envelopes, digital tools, or a hybrid approach, we design something that works with your habits, not against them.