Financial Consultant

💬 #WantToStartSaving but don’t know where to begin? Let’s talk first — absolutely free! Get to know each other before we begin :) (15–30 min Zoom call — no charge!) ✅ This service is perfect for beginners who want to start personal finance or investing — but don’t know where to begin. Whether you... “Want to start saving but don’t know how” “Don’t understand funds / investing / portfolio building” “Know money is important, but don’t have clear goals yet” 💬 Don’t worry! Let’s have a friendly chat — no pressure. My goal is to help you understand your own money, and give you the confidence to start your journey. ❤️ Let me be your first financial friend and advisor. Pick the package that fits you, and let’s talk! 🧠 Personalized Money Coaching & Investment Guidance Risk profile analysis (based on YOU) Custom portfolio design based on your goals Help you choose the right funds or investment products Use simple language, no pressure 📌 I can help you with: Monthly savings plan & retirement planning Core & Satellite portfolio structure Tax-deductible funds (RMF / Thai ESG) Asset allocation ideas for different life stages Tax Saving Fund planning (end-of-year planning) 💼 Financial Planning Workflow 1. Initial Consultation & Goal Setting We start by discussing your financial goals and gathering your financial information. 📍 Zoom call (30 minutes – 1 hour) 2. Personalized Financial Plan A tailored financial plan will be created based on your unique goals and situation. 🕒 Preparation time: 3–5 working days 3. Plan Presentation & Practical Tools We will walk you through the plan and introduce suitable financial tools for implementation. 📍 Zoom call (30 minutes – 1 hour) 4. (Optional) Account Opening Support If you're interested, we’ll guide you through the steps to open an actual investment account. 5. (For active investors) Ongoing Portfolio Support We offer continued portfolio monitoring and act as your personal investment advisor — 🆓 At no additional cost ❝ Money doesn’t have to be complicated — just start in the right direction 💡 ❞ DM me anytime, or book your preferred package and let’s get started 💬 🏷 About Me: I’m a full-time licensed Financial Advisor with a valid IC License (by Thai SEC) Passionate about helping people manage, grow, and love their money. 💚