Building Financial Futures Together
Real partnerships start with honest conversations about money. We work alongside financial institutions, independent advisors, and community organizations across Thailand to help more people find clarity in their financial decisions. Not through complex jargon or rigid systems, but through genuine collaboration that respects what each partner brings to the table.
Why Partner With Us
Here's something we've learned after years in this field: financial planning works best when it's personal, and personalizing financial advice at scale is genuinely difficult. That's where partnerships make sense.
We've spent the last five years developing a consultation framework that actually fits how Thai families think about money. It's not just Western financial planning translated into Thai context. We've built tools that account for extended family obligations, multi-generational housing decisions, and the specific savings patterns common in our market.
Our partners get access to this framework, plus ongoing training that helps their teams have better conversations with clients. We're not talking about selling more products—we're focused on helping people make decisions they'll still feel good about in ten years.
You bring your client relationships and market presence. We bring specialized knowledge and systems that take months to build internally. Together, we can offer something neither of us could deliver alone.
Apinya Boonyarit
Partnership Development Lead
"I've seen partnerships fail because expectations weren't aligned from the start. We spend the first month just making sure we understand each other's constraints and goals before we commit to anything formal."
Partnership Models That Actually Work
We've tried various partnership structures over the years. Some worked beautifully. Others created more problems than they solved. Here's what we offer now, based on what's proven sustainable.
Referral Partnerships
You focus on your core services. When clients need specialized financial planning, you refer them to us. We handle the consultation and keep you informed throughout the process.
- Simple setup with minimal administrative overhead
- Regular updates on referred client progress
- Joint review sessions quarterly
- No technology integration required
White Label Services
Our planning expertise becomes part of your service offering. Clients see it as your solution, backed by our specialized knowledge and support systems.
- Branded materials customized for your organization
- Training for your client-facing teams
- Access to our planning frameworks and tools
- Ongoing consultation support as needed
Institutional Collaboration
For larger organizations, we can integrate directly into your service structure. Think of it as having a specialized financial planning department without the hiring and training costs.
- Dedicated partnership manager
- Custom integration with your existing systems
- Monthly strategy and review meetings
- Priority access to new frameworks and tools
What Makes These Work
The best partnerships we've built share three things in common. First, both sides are honest about what they can and can't deliver. Second, there's real alignment on how clients should be served. And third, nobody's trying to control every detail of how the other operates.
We've found that trying to force partnerships into rigid structures usually backfires. Instead, we start with a trial period—typically three months—where both sides can figure out if the collaboration makes sense without major commitments.
Most of our current partners started this way. Some evolved into deeper collaborations. Others stayed simple referral relationships. Both types work fine as long as they're serving clients well.
Siriporn Kulthanan
Client Services Director - "We measure partnership success by client outcomes, not transaction volume. If clients aren't getting clearer about their finances, something needs to change."
How We Get Started
No lengthy proposals or complicated approval processes. Here's the straightforward way we begin working together.
Initial Conversation
We'll spend about an hour understanding what you're trying to accomplish and whether our approach makes sense for your situation. This is exploratory—no commitments, just honest discussion about fit and feasibility.
Trial Collaboration
If there's potential, we'll design a small pilot project together. Usually involves working with 3-5 clients over 2-3 months. This gives both sides real experience of how the partnership actually functions day-to-day.
Review and Adjust
After the trial, we sit down and talk about what worked and what didn't. Sometimes we continue as-is. Other times we modify the approach. Occasionally we decide it's not the right fit—and that's okay too.
Formal Partnership
Once we've proven the model works, we formalize the arrangement with clear terms about responsibilities, communication, and how we'll handle various scenarios that might come up. Nothing complicated, just documented clarity.
Ready to Explore Partnership Possibilities?
We're currently scheduling initial conversations for partnerships beginning in late 2025 or early 2026. Reach out and we'll find a time to talk through what makes sense for your organization.