Your Retirement Paperwork, Neatly in Order

The toolkit includes templates for personal identification records, financial account lists, pension and superannuation references, property documents, insurance policies, and general household records. You choose which categories apply to your situation.

No. Our seminars share general information about lifestyle routines, record-keeping habits, and planning approaches. They do not constitute financial, legal, or professional advice. For personal recommendations in those areas, we encourage you to consult a qualified specialist.

Sessions are held at our office in Phuket Old Town. We keep groups small — typically six to twelve people — so there is plenty of time for questions and a relaxed atmosphere throughout.

Your physical documents are scanned in our office while you are present if you prefer, then returned to you. The resulting digital files are handed to you on a USB drive or transferred to a folder of your choosing. We do not retain copies or upload files to any external service.

This depends on the volume of paperwork you bring. A modest collection of personal records — perhaps one to three folders — can usually be completed in a single half-day appointment. Larger collections may require a second visit. We will give you a time estimate when you enquire.

Yes. The prices shown are the full amounts — ฿5,200 for the Document Organisation Toolkit, ฿16,500 for the Retirement Readiness Seminar, and ฿29,000 for the Records Digitization service. There are no additional fees unless the scope of your records differs significantly from a standard engagement, which we would discuss with you beforehand.