What Participants Say

I had been setting savings targets for years without accounting for what inflation actually does to those numbers. The goal-setting program gave me a clearer picture of what I actually need, and the calculator makes it easy to revisit as things change. It was a practical two sessions, not a lecture.

The investment vehicle program was comprehensive without being overwhelming. I'd read about ETFs and REITs before but never had someone walk through exactly how Thai tax treatment applies to each one. That piece alone changed how I look at my existing allocations. The comparison matrix is something I still refer back to.

I enrolled in the legacy planning program after a conversation with a colleague who had already been through it. The sessions were calm and thorough — I didn't feel rushed or judged about where I was starting from. The workbook structure helped me see my situation clearly, and the professional referrals at the end were genuinely useful.

What I appreciated most was the absence of any product push. I've sat through enough bank-sponsored "financial planning" sessions to know what that looks like. Peakrim is different — the sessions are built around understanding, and there's genuine space to ask basic questions without embarrassment.

I'd wanted to understand REITs for a long time but found most explanations either too shallow or too focused on foreign markets. The investment analysis program covered Thai REITs specifically — how they're structured, how dividends are taxed, and how they compare to mutual funds for someone at my stage. Very worth the four sessions.

The legacy program helped me have a conversation with my family that we'd been avoiding for years. The workbook format gave us something concrete to work through together, and knowing exactly which professionals to call next meant the session actually led somewhere. I completed the investment program six months earlier and returned specifically for this one.