Programmes · Three Offerings
Three programmes.
One reading room.
No products attached.
Each programme addresses a different aspect of adult financial life — investing literacy, annual household review, and personal document organisation. All three are available in Bangkok.
Back to HomeOur Approach
How the programmes are designed
Each programme begins with a question that adults in their forties and fifties are likely to be carrying. Not a theoretical question — a practical one. What should I be reading about personal finance? How does my household actually look, on paper? Where are all the important documents?
The format is then built around that question. Reading programmes use classic texts as discussion material. The Annual Review workshop provides a template and a facilitated afternoon to complete a first draft. The Documents programme provides a structured inventory and the context to fill it in.
In every case, the output is something tangible — a book, a completed template, an organised inventory. The facilitator's role is to provide context, ask questions that sharpen the thinking in the room, and ensure that the Thai-specific elements are addressed alongside the general framework.
No programme ends with a product recommendation. What participants do next is their own decision. The programme is complete in itself.
The Investing Reader's Shelf
A six-week reading programme drawing on a curated shelf of classic personal-finance books — Bogle, Bernstein, and others — alongside Thai-context essays. Each week introduces one book and one local case study; participants meet on Saturday mornings to discuss what they have read.
The facilitator is a literature-friendly financial educator who treats the texts as conversation partners rather than instruction manuals. Each participant keeps the bound reading volume at the end of the programme.
Programme steps
The Household Annual Review
A one-day workshop on the gentle practice of reviewing household finances once a year — neither obsessively nor anxiously, but with the same care one might apply to a kitchen inventory at year's end. The facilitator walks through a one-page Annual Review template developed for the Thai household: balance sheet, income, recurring outgoings, and a set of reflective questions about the year.
Participants complete a draft during the workshop. Includes a printed booklet for use in subsequent years.
Workshop structure
Documents to Keep, Documents to Discard
A two-session programme on the often-overlooked question of personal financial paperwork in adulthood — which documents to retain, which to digitise, which to destroy, and how to organise them so that family members can find what is needed should the household need help.
The facilitator works through Thai-specific document types (provident fund statements, social security records, property title considerations) and provides a printed home-records inventory template.
Two-session structure
Choosing a Programme
Which programme is right for you?
The three programmes address different questions. Many participants attend more than one over time. If you are unsure, please enquire — we will ask you a few questions and suggest the most appropriate starting point.
| If you are asking… | Reader's Shelf | Annual Review | Documents |
|---|---|---|---|
| What should I actually read about personal finance? | Best fit | ||
| How does my household look financially, as a whole? | Best fit | ||
| Where are all our important financial documents? | Best fit | ||
| Duration | Six Saturday mornings | One full day | Two sessions |
| Take-home material | Bound reading volume | Printed Annual Review booklet | Home-records inventory template |
| Price | ฿5,600 | ฿7,900 | ฿11,000 |
Standards Across All Programmes
What every programme shares
No product sales
Applies without exception across every programme, every cohort, every participant conversation.
Participant privacy
No participant names or financial information are shared with any external party. What is discussed in the room stays there.
Small group format
Eight participants maximum in every cohort. This is a structural commitment, not a capacity target.
Bangkok setting
All sessions at 164 Surawong Road — a dedicated reading room accessible by BTS Sala Daeng and MRT Sam Yan.
Tangible take-home
Every programme ends with a physical item designed for use beyond the programme itself.
Annual curriculum review
Reading lists, case studies, and templates are reviewed at year-end and updated where the content has dated.
Pricing
Programme fees — all inclusive
Six Weeks
The Investing Reader's Shelf
฿5,600
- Six Saturday mornings
- Bound reading volume included
- Thai case studies each week
One Day
The Household Annual Review
฿7,900
- One full workshop day
- Draft completed on the day
- Printed booklet for future years
Two Sessions
Documents to Keep, to Discard
฿11,000
- Two structured sessions
- Thai-specific documents covered
- Printed inventory template
Payment is collected by bank transfer once your place is confirmed. All prices include materials. No supplements or add-ons.
Reserve a Place
Which programme would suit you?
Get in touch and we will help you find the right starting point. No obligation to proceed.
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