Bangkok · Phra Nakhon District
A considered approach to personal finance
for the years that matter most.
Small, structured programmes for adults 40 and above who would like to understand their household finances with greater clarity — without sales pressure, without jargon.
Our Programmes
Three ways to develop financial understanding
Each programme is designed for a particular kind of question. Choose the one that fits where you are now.
Reading Circle
A four-week reading circle pairing accessible essays on personal finance with structured discussion — saving, investing, and household economy, with Thai-context texts each week. Groups capped at eight.
- Curated readings in each session
- Facilitator-led conversation
- Bound volume of readings included
5,500 THB
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Balance Sheet Workshop
A one-day workshop for individuals or couples who want a clear, single-page picture of household assets, liabilities, and obligations — with Thai-context prompts for provident funds, gold holdings, and family loans.
- Printed Thai-context worksheet
- Completed draft balance sheet
- Written personal reflection
8,400 THB
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Annuities & Lifetime Income
Three sessions on the structure of annuity-type products and their role in retirement planning. The facilitator presents mechanics without advocating for any product. Includes a printed reference with a Thai-market glossary.
- Three structured sessions
- No product advocacy
- Thai-market glossary reference
10,800 THB
Enquire NowWhat sets the approach apart
No product sales, ever
Our facilitators are educators, not advisers with commissions. Sessions are designed to build your own understanding, not to move you toward a product.
Small groups by design
Reading circles are capped at eight people. This keeps conversation personal and allows each participant space to raise the questions they actually have.
Thai context throughout
Worksheets and readings address Thai-specific considerations: provident fund balances, gold savings, family financial obligations, and the Thai regulatory environment.
Material worth keeping
Participants receive bound reading volumes, completed worksheets, and printed reference documents — not slides that disappear after the session.
Conversation-led learning
The facilitator's role is to surface the questions worth carrying home, not to lecture. Discussion develops understanding more durably than a presentation.
Paced for working adults
Programmes are structured around your schedule — weekend workshops and evening reading circles designed to fit around professional and family commitments.
A question is the right place to start.
Write to us with the programme you are considering or simply describe what you are trying to understand. We respond within two working days.
Questions we often hear
Who are these programmes designed for?
Will anyone try to sell me a financial product?
How do I know which programme is right for me?
Are sessions conducted in English or Thai?
Where do sessions take place?
What is the cancellation and refund policy?
How many people attend each session?
Our Location
134 Phra Athit Road, Phra Nakhon, Bangkok 10200
Write to Lotus Advisory
Contact Details
Phone
+66 89 463 2071Address
134 Phra Athit Road
Phra Nakhon, Bangkok 10200
Thailand
Office Hours
Monday – Friday: 9:00 am – 5:00 pm
Saturday: 10:00 am – 2:00 pm
Sunday & Public Holidays: Closed
We aim to reply to all enquiries within two working days. For urgent matters, telephone is the quickest route.