What Participants Say
Honest Reflections from Those Who Attended
We ask every participant for their genuine impression of the programme. What follows are some of those responses, shared with permission.
Back to HomeParticipant Reviews
In Their Own Words
Chiang Mai · Retired teacher
"I had been putting off doing anything serious with my savings for several years because every time I asked someone, I felt like I was being sold something. The first programme at Lanna Capital was the first time I actually understood what I was reading. The fund fact sheet exercise was particularly helpful — I could finally see what the fees actually meant."
Programme 1 · March 2026
Chiang Mai · Business owner
"I completed the second programme — The Considered Investor — after finishing the first one about a year earlier. The paper portfolio exercise was more useful than I expected. It made me think carefully about decisions I had already made and whether they actually reflected what I said I wanted. The personal investment policy is something I still look at."
Programme 2 · February 2026
Chiang Mai · Former administrator
"The group size made a real difference. There were seven of us in my cohort, and by the third session we were comfortable enough to ask questions that I suspect none of us would have asked in a larger room. The facilitator, Richard, had a way of explaining things that didn't make you feel like you had missed something obvious."
Programme 1 · January 2026
Chiang Mai · Engineer, recently retired
"I attended the Wealth Stewardship programme. At 62, with property, a provident fund balance, and three adult children, I had questions that didn't fit neatly into any standard financial product conversation. The two advisory conversations were genuinely useful — not a sales pitch, just a proper discussion about what I was actually dealing with."
Programme 3 · December 2025
Chiang Mai · Freelance consultant
"What I appreciated most was that they explained why things work the way they do in Thailand specifically. I had read things online about investing, but they always assumed a different market. Here, the SSF and RMF discussions felt directly relevant to what I was actually holding. My one suggestion would be slightly more time on the fee structures — but overall I found real value."
Programme 1 · November 2025
Chiang Mai · Hospital administrator
"I came in with my husband after we had both retired within the same year. We had been thinking about how to manage our money together and separately for the longer term. The stewardship programme helped us find a shared vocabulary for those conversations. We've since enrolled our eldest daughter in Programme One."
Programme 3 · January 2026
Participant Journeys
A Closer Look at Three Experiences
Programme 1 — Case Study
From Confusion to a Clear Starting Point
THE SITUATION
A 54-year-old participant had been accumulating savings in a standard bank account for many years. She held two mutual funds that a bank representative had suggested she buy, but she had never fully understood what they were or what they were doing. She felt uncomfortable asking questions because she assumed they were too basic.
WHAT CHANGED
Over seven weeks, she worked through the structure and fee documentation of both funds she already held. In week four she completed the household allocation worksheet with her real figures for the first time. By the end of the programme she understood what she owned and felt prepared to have a direct conversation with her bank.
OUTCOME
She requested a meeting with her bank and asked specific questions about the fund she felt was misaligned with her timeline. That conversation led to a change she had been avoiding for three years. She later enrolled in Programme Two. Timeline: 7 weeks.
Programme 2 — Case Study
Building a Framework to Hold the Decisions Together
THE SITUATION
A 61-year-old engineer approaching retirement had a provident fund, three mutual fund positions, and a bank account with a large idle balance. He had made each decision separately, at different times, and had never looked at them as a whole. He felt increasingly aware that something needed to be organised but wasn't sure where to begin.
WHAT CHANGED
The thirteen-week programme walked him through mapping his time horizon clearly for the first time, coordinating the provident fund exit with his other positions, and establishing a simple rebalancing approach. The paper portfolio exercise helped him see the aggregate picture rather than a collection of separate accounts.
OUTCOME
He completed a personal investment policy document on the final session that addressed each position clearly. He described it as the first time in fifteen years that he felt he understood his own financial situation. Timeline: 13 weeks.
Programme 3 — Case Study
A Couple Thinking About the Longer View Together
THE SITUATION
A couple, both in their early 60s, had accumulated property in Chiang Mai, savings in multiple accounts, and a small business interest. They had children from previous marriages and found the question of how to think about passing things on genuinely complicated — not because of conflict, but because they lacked a clear framework for having the conversation.
WHAT CHANGED
Over seventeen weeks, they worked through Thai inheritance practice, considered how property and business interests might be coordinated in a longer-term plan, and used the optional advisory conversations to discuss their specific situation with a qualified professional in a structured educational context rather than a sales meeting.
OUTCOME
They completed individual stewardship documents and, for the first time, felt they had shared language for conversations that had previously stalled. They indicated in their feedback that the programme was more practically useful than they had anticipated. Timeline: 17 weeks.
By the Numbers
Some Figures from Our History
11
Years in operation
340+
Adults who have completed a programme
4.8
Average participant satisfaction rating
68%
Of Programme 1 participants who return for Programme 2
Visit or Contact Us
Our Office in Chiang Mai
Monday – Friday: 9:00 – 17:30 | Saturday: 10:00 – 14:00
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