WHAT PEOPLE SAY
Accounts From People Who Have Worked With Us
These are the experiences of individuals and households who came to us looking for a clearer picture of their retirement records.
← Back to Home6+
YEARS IN CHIANG MAI
480+
PEOPLE SEEN
4.8
AVG. SATISFACTION
14+
NATIONALITIES SERVED
STEP 01 — CLIENT REVIEWS
What Clients Have Said
These are genuine accounts. Names are used with permission. Dates reflect when the session took place.
Robert Hartley
British, Chiang Mai — May 2025
I did the Document Checklist Walkthrough after years of avoiding a bag full of pension letters. I had no idea what most of them meant. Margaret went through everything with me, explained each one in plain English, and I left with a checklist I actually understand. It took about two and a half hours and I was not once made to feel embarrassed about how little I knew going in.
Checklist Walkthrough
Susan Papadopoulos
Australian, Chiang Mai — April 2025
The group session suited me perfectly. I wanted to understand the general shape of things before I went to speak to my pension fund administrator. I found the sessions clear and well-paced, and the summary printout is something I still refer to. The only reason I have not given five stars is that I would have liked a little more time on superannuation specifically, though I understand the sessions need to stay general.
Group Learning Sessions
Thanaporn Napaporn
Thai, Chiang Mai — May 2025
My husband and I signed up for the Household Programme because we wanted everything sorted properly for our children to understand eventually. Kirati was patient and thorough. He came to our house twice, helped us set up a filing system that makes sense, and the family briefing document he prepared is genuinely useful — written plainly enough that our daughter, who lives in Bangkok, could follow it without any help from us.
Household Records Programme
Michael Wendt
German, Chiang Mai — April 2025
I attended the group sessions with a colleague. We both found them well-structured and practical. The glossary they provided has been useful when reading official German pension correspondence — I know what the English equivalents are now. Good service, quiet atmosphere, no pressure at any point.
Group Learning Sessions
Dorothy Kaur
British-Indian, Chiang Mai — May 2025
I did the one-to-one walkthrough a few weeks ago. It was a helpful session — calm, thorough, and entirely without jargon. I particularly appreciated that when I asked about something that fell outside the scope of what they do, Margaret said so directly and told me which body to contact instead of trying to answer anyway. That kind of honesty is not as common as it should be.
Checklist Walkthrough
Colin Strachan
Scottish, Chiang Mai — April 2025
My wife and I went through the Household Programme together over about three weeks. Kirati visited us at home twice, which worked well since we have a lot of papers going back twenty years. Everything is now labelled, filed, and summarised in a document that our son in Edinburgh can actually follow. I feel considerably less worried about having everything in order.
Household Records Programme
STEP 02 — CASE STUDIES
How Three Clients Got to Where They Needed to Be
CASE 01 — CHECKLIST WALKTHROUGH
"I did not know what was important and what I could throw away."
THE SITUATION
A retired British engineer living in Chiang Mai arrived with two carrier bags of documents — letters, statements, and correspondence accumulated over thirty years in the UK and twelve years abroad. He had no filing system and had not opened several envelopes.
WHAT HAPPENED
We sat together for three hours going through each item. We sorted the documents, explained what each category was for, and built a personalised checklist of what he needed to keep, where to keep it, and why. He was pointed to the UK government website for two matters requiring official follow-up.
WHERE HE ENDED UP
He left with a labelled folder, a personalised printed checklist, and a clear list of the two things needing official attention. He later sent a note saying those two matters had been resolved after contacting the relevant body directly.
"I kept putting it off because I did not know where to start. After three hours with Margaret I had a system I could actually maintain."
CASE 02 — GROUP LEARNING SESSIONS
"I wanted to understand things before I made any appointments."
THE SITUATION
A Thai woman approaching retirement age had heard a great deal about pension paperwork from friends and colleagues but found the terminology confusing. She wanted to understand the general picture before speaking with the relevant government office.
WHAT HAPPENED
She attended a full series of group learning sessions with four other participants. The sessions covered how retirement-related documents and processes generally work, using everyday language throughout. She received printed summaries after each session and a plain glossary at the end.
WHERE SHE ENDED UP
She went to the relevant government office the following week feeling prepared. She described the experience as much less stressful than she had expected, and credited the plain glossary with helping her follow the official conversation.
"The glossary is small but it made a real difference. I knew what the words meant when the official used them."
CASE 03 — HOUSEHOLD RECORDS PROGRAMME
"We wanted our children to be able to manage if something happened to us."
THE SITUATION
An American couple in their late sixties, both retired, had pensions from three different countries between them. Their adult children lived overseas and knew little about the household finances or where important documents were kept.
WHAT HAPPENED
The programme involved four visits over six weeks. We went through their complete record set, set up a labelled home filing system, and prepared a family briefing document that explained — in plain English — what each folder contained, why it mattered, and what should happen to each category of document over time.
WHERE THEY ENDED UP
Their adult daughter received the family briefing document and called to say she finally understood the household's situation. The couple described feeling a sense of relief they had not expected — not because anything had changed, but because everything was now findable and understandable.
"Our daughter called after she read the briefing document. That alone was worth more than the price."
REACH US
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ADDRESS
64 Huay Kaew Road
Chang Phueak, Chiang Mai 50300
OFFICE HOURS
Monday – Friday: 9:00 – 17:00
Saturday by appointment only
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