Services
What we actually do
Zenith Wealth Planning provides three related services, each built around the same premise: long-term wealth needs an organised system behind it, not a single dramatic trade.
01 — Financial planning consultation
A single structured session. We lay out your current position — accounts, holdings, obligations, and the goals you are working toward — and write down the gaps between where you stand today and where you intend to go. The output is a written overview you keep, not a product recommendation.
Best for: households that have never written their finances down in one place, or that have a specific question they want a second opinion on.
02 — Financial management guidance
A standing engagement for households whose assets already sit across several accounts, currencies, or institutions. We review the structure on a recurring basis, keep it coherent, and explain what changed and why in plain language.
Best for: clients who want continuity — someone who knows the plan and checks it against real statements, not a fresh adviser each year.
03 — Long-term wealth-goal planning
Multi-year planning for retirement, succession, education funding and major purchases. Each aim becomes a milestone you can check against your own account statements, rather than a projection on a slide.
Best for: goals that are five to twenty years out and have drifted because no one was minding them.
How fees work
Fees are set after the first consultation, reflecting the scope of the work and the number of accounts and goals involved. The firm earns no commission on product placements. Any fee figure is confirmed in writing before an engagement begins; nothing on this page is a price quote.
What we do not do
We do not place trades, hold client assets in custody, or sell insurance products. Where Thai law requires a licensed activity — securities dealing, investment advisory, or insurance brokerage — we say so and refer you to a licensed provider.