Financial planning

BANGKOK · FINANCIAL EDUCATION

Understanding your finances starts with the right conversation.

Verdant offers workshops and advisory sessions designed to bring clarity — not complexity — to your financial picture.

Thai tax system expertise
Private advisory sessions
Workplace wellness programmes
+66 2 254 6918 · [email protected]

OUR SERVICES

Three programmes, one purpose.

Each engagement is designed to leave participants more confident, better informed, and equipped to make sound decisions with their money.

Tax Planning Workshop

Tax Planning & Literacy Workshop

A practical four-session workshop covering the Thai tax system — income calculation, deductions, filing timelines, and sensible planning approaches. Sessions combine worked examples with take-home reference materials. Suited to self-employed professionals, freelancers, and salaried individuals.

  • 4 structured sessions
  • Worked examples & exercises
  • Reference summary document included
฿7,000 Enquire
Wealth Structuring Advisory

Wealth Structuring Advisory

A private engagement of four to six sessions for individuals who want to organise their financial position with care. Covers asset allocation, insurance adequacy, estate considerations, and structured savings. Each session builds on a thorough financial questionnaire. Written summaries and a consolidated planning document are provided.

  • 4–6 private sessions
  • Written session summaries
  • Consolidated planning document
฿35,000 Enquire
Financial Wellness for Organisations

Financial Wellness for Organisations

A customisable on-site workshop series for organisations supporting their employees' financial well-being. Modules address budgeting, savings habits, employee benefits, and life milestone planning. Content is adapted to each audience. Includes printed workbooks and digital resources. Can be delivered as a single session or multi-part series.

  • Fully customisable content
  • Printed workbooks included
  • Single session or full series
฿22,000/series Enquire

WHY VERDANT

Financial clarity without the noise.

Our approach is deliberate and educational. We take time to explain the foundations before addressing the specifics — so that every decision you make is yours to own.

Education-led

Every engagement is built around comprehension, not prescription. You leave knowing why, not just what.

Private & Confidential

Discussions are held in confidence. We do not share information, refer to third-party products, or recommend financial instruments.

Grounded in Thailand

Content is written for Thailand's tax framework, regulatory environment, and financial culture — not adapted from generic materials.

Written deliverables

Workshops include take-home summaries and reference documents so that the learning extends well beyond the session itself.

Adaptable format

Programmes can be adjusted in scope, pace, and content to match the background and objectives of each participant or organisation.

Plain language

Financial terminology is explained, not assumed. Sessions are accessible whether you are starting from scratch or looking to fill specific gaps.

TAKE THE NEXT STEP

A clearer financial picture begins with one conversation.

Whether you are an individual looking to understand your tax position or an organisation considering a wellness programme, we are glad to discuss what might work for you. There is no obligation in reaching out.

+66 2 254 6918 · [email protected]

FREQUENTLY ASKED

Common questions

Who are the Verdant workshops suitable for?

Our Tax Planning & Literacy Workshop is designed for self-employed professionals, freelancers, and salaried individuals in Thailand who want a clearer understanding of their obligations and options. The Wealth Structuring Advisory is suited for individuals with accumulated assets — typically professionals or business owners in their 40s and beyond. The Organisational Wellness programme can be adapted for employees at any stage of their financial journey.

Do the programmes provide specific investment or tax advice?

Verdant is an educational service. The workshops and advisory sessions are designed to build knowledge and help you think through your own situation — not to prescribe specific financial products or file your taxes on your behalf. Participants who need formal tax filing or regulated investment advice are encouraged to work with a licensed professional alongside their Verdant engagement.

How long does each programme take?

The Tax Planning Workshop consists of four sessions, each approximately two hours in length. The Wealth Structuring Advisory typically involves four to six sessions over a period of six to ten weeks, depending on complexity and scheduling. The Organisational Wellness series can be condensed into a single half-day or structured as a multi-session programme integrated into your organisation's calendar.

Where are sessions held?

Individual and advisory sessions are held at our office on Ratchadamri Road in Bangkok, or can be conducted remotely by arrangement. Organisational workshops are delivered on-site at your premises anywhere in Bangkok, with travel to other locations considered on a case-by-case basis.

What is included in the programme fee?

All fees cover the sessions themselves as well as any written materials produced during the engagement — including take-home reference documents, session summaries, and, for the Wealth Structuring Advisory, a consolidated planning document at the conclusion. There are no additional charges for materials.

How do I get started?

Simply send us a message using the contact form below or call us during office hours. We will arrange a brief introductory conversation to understand what you are looking for and confirm which programme is the right fit. There is no obligation involved in this initial discussion.

FIND US

Our Location

87 Ratchadamri Road, Lumphini, Pathum Wan, Bangkok 10330

CONTACT

We would be glad to hear from you.

Contact Details

TELEPHONE

+66 2 254 6918

ADDRESS

87 Ratchadamri Road
Lumphini, Pathum Wan
Bangkok 10330, Thailand

OFFICE HOURS

Monday – Friday: 9:00 AM – 6:00 PM
Saturday: 10:00 AM – 2:00 PM
Sunday: Closed

We aim to respond to all enquiries within one business day. For advisory services, an initial consultation is arranged to understand your situation before any commitment is made.

Send a Message

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