Chiang Mai · Thailand
Your Financial Picture,
Seen More Clearly
Small-group workshops for adults aged 40 and above who want a calmer, clearer understanding of their financial future — without the jargon.
Our Programs
Three Paths to Financial Clarity
Each program is designed at a measured pace, with plain language and open dialogue — suited to where you are in life, not where anyone else thinks you should be.
Retirement Planning Foundations
A four-session workshop helping you build a clearer picture of savings benchmarks, pension structures, and lifestyle-aligned planning — in small groups of no more than twelve.
- 4 weekly sessions
- Expense forecasting guidance
- Plain-language materials included
Investment Awareness Program
A six-week series introducing asset classes, portfolio thinking, and long-term wealth preservation within the Thai financial landscape. No prior knowledge assumed.
- 6-week structured program
- Personal reflection workbook
- Thai market case discussions
Estate & Legacy Planning
A two-month program covering wills, trusts, beneficiary designations, and family communication around wealth — within the Thai legal context. Includes two one-on-one advisory sessions.
- Two months of guided learning
- Two private advisory sessions
- Template documents included
Take the first step
Ready to Look at Your Financial Future More Calmly?
Our small-group setting means you can ask the questions you've been holding back. Reach out and we'll help you find the right workshop for where you are right now.
Why lotusminast
What Makes Our Approach Different
Intimate Group Sizes
Sessions are kept to twelve participants at most, so every question gets the attention it deserves and discussion flows naturally.
Plain Language Throughout
Financial topics are explained without jargon or intimidating charts. Materials are written to be read, not filed away unread.
Rooted in Thai Context
Content is shaped around Thai law, the local financial landscape, and the cultural dimensions of wealth and family in Thailand.
Deliberately Paced
Programs are structured to give you time to absorb information, reflect between sessions, and return with your own questions.
Private and Respectful
We understand that financial matters are personal. Our environment is designed to feel calm and discreet, not transactional.
Practical Materials
All sessions include workbooks, reference guides, and templates you can use long after the workshop ends — not just slides.
Common Questions
Things People Often Ask
Do I need any financial background to join a workshop?
No prior knowledge is needed or expected. Our programs are built with the assumption that participants are coming fresh to these topics. We take care not to assume anything, and you're encouraged to ask for clarification at any point.
How many people attend each session?
Each group is capped at twelve participants. We find this size allows for genuine conversation without anyone feeling overlooked. It also means you'll likely encounter a diverse range of perspectives from people at similar life stages.
Are the programs available in Thai?
Our programs are delivered in English, with materials that reference Thai legal and financial frameworks where relevant. If you have a specific language preference or need, please reach out and we'll do our best to accommodate.
Where are sessions held?
All sessions take place at our Nimmanhemin Road location in Chiang Mai. The space is quiet and comfortable, designed to feel more like a study room than a lecture hall. Directions and parking guidance are shared upon registration.
What does the Estate & Legacy program include?
The two-month program covers wills, trusts, tax implications, and family communication around wealth within the Thai legal context. It includes two private one-on-one advisory sessions and a set of template documents you can take away and adapt with the help of a legal professional.
How do I register for a program?
You can send us a message using the contact form below, or call us directly. We'll share upcoming dates and help you decide which program fits your current situation and goals. There's no pressure — we're happy to answer questions first.
Find Us
Our Location in Chiang Mai
318/4 Nimmanhemin Road, Suthep, Mueang Chiang Mai, Chiang Mai 50200
Reach Out
Get in Touch with Us
Contact Details
Phone
+66 53 274 861Address
318/4 Nimmanhemin Road
Suthep, Mueang Chiang Mai
Chiang Mai 50200, Thailand
Working Hours
Monday – Friday: 9:00 AM – 6:00 PM
Saturday: 9:00 AM – 1:00 PM
Sunday: Closed