Client Experiences
What Clients Have Found Helpful
These are honest accounts from people who've used our services. We share them because the best description of how we work comes from those who've been through it.
Back to Home12+
Years in Practice
340+
Clients Assisted
4.9
Average Rating
18+
Pension Systems
Client Reviews
In Their Own Words
Reviews from clients who approached us with different pension situations and different levels of prior knowledge.
Margaret H.
British expat, Chiang Mai
I came in knowing very little about what I was entitled to from my UK pension while living here. The Clarity Session was genuinely useful — I left with a written summary I could actually read at home and share with my son. No pressure to do anything more, which I appreciated enormously. I've since come back for the submission support as well.
May 2026
Siriporn K.
Retired teacher, Chiang Mai
After my husband passed, I needed help understanding what pension amounts I could still access. The process felt daunting at first but the team was very patient. They explained each form and each step before I had to do anything. It took a few months but the matter was resolved properly, and I always knew what was happening.
April 2026
Robert B.
Australian resident, Chiang Mai
I'd been putting off dealing with my superannuation claim for over a year. Made an appointment expecting to be overwhelmed. Instead I got a calm session, plain explanations, and a clear picture of what I needed to do. The records support service handled most of the paperwork side — well worth it for the peace of mind.
May 2026
Wanchai N.
Self-employed, Chiang Mai
I originally just called to ask a question. I was very clear that I wasn't ready to commit to anything. They answered the question honestly and didn't try to push me into a consultation. That actually made me trust them more, and I came back a couple of weeks later for a proper session. Straight talking and patient — exactly what I needed.
April 2026
Linda T.
Canadian retiree, Chiang Mai
I'd tried to sort out my CPP claim myself and got lost in the forms. I brought everything I had and they worked through it methodically, telling me what was missing and why. The final submission was complete and well-organised. Took about six weeks from start to finish. Would recommend to anyone in a similar position.
May 2026
Pracha T.
Son of client, Chiang Mai
I brought my mother in for the clarity session because she'd been confused about her entitlement for some time and I wasn't sure how to explain it myself. The adviser spoke directly to her, not to me, which was the right approach. She came away understanding it properly for the first time. It was a relief for both of us.
May 2026
Case Studies
How Specific Situations Unfolded
Three brief accounts of how different pension matters were approached, with real timelines and outcomes.
Clarifying a UK State Pension Entitlement
Service used: Pension Clarity Session · Duration: 1 session
The Situation
A British retiree living in Chiang Mai had received letters from the UK Pension Service about her state pension amount but couldn't understand the calculations or whether she was receiving the correct amount.
What We Did
We reviewed the correspondence with her during a Clarity Session, explained how state pension is calculated and what her National Insurance record meant for the final amount, and identified one area worth querying with the DWP.
The Outcome
She left with a written summary and the DWP query letter drafted. The query was resolved within eight weeks, confirming her original amount was correct. She came away with full clarity and no ongoing need for support.
"I'd been sitting on those letters for months. Having it explained properly — and in writing — made such a difference." — M.H.
Social Security Survivors' Benefit Claim
Service used: Extended Pension Support · Duration: 4 months
The Situation
After the death of her husband, a Thai woman in her late sixties needed to claim the survivors' benefit from the Social Security Office. She had little familiarity with the formal process and was managing other family responsibilities simultaneously.
What We Did
We handled the full records and submission process, liaised directly with the SSO, and attended on her behalf at one appointment she was unable to manage. We sent written updates fortnightly throughout.
The Outcome
The claim was approved after four months. Payments began the following month. The client reported that having someone handle the correspondence reduced the emotional burden of the process considerably.
"Everything was explained to me first. Nothing was done without my knowing about it." — S.K.
Preparing an Australian Superannuation Withdrawal
Service used: Records & Submission Support · Duration: 6 weeks
The Situation
An Australian retiree had started a superannuation withdrawal application but stalled when the fund requested additional verification documents he was unsure how to obtain and certify from Thailand.
What We Did
We reviewed the outstanding requirements, identified which documents needed notarisation versus certified translation, guided the process of obtaining each one, and prepared the complete submission package for him to review before it was sent.
The Outcome
The fund accepted the submission without further queries. Funds were released within the fund's standard processing window. The client said the main value was understanding exactly what was needed and why, rather than guessing.
"I had been staring at the same list of requirements for three months. They made it straightforward." — R.B.
Contact & Office Details
Phone
+66 53 273 904Address
84 Thanon Si Donchai, Chang Khlan, Chiang Mai
Office Hours
Mon–Fri 9:00–17:30
Sat 9:00–13:00
See Whether We Can Help With Your Situation
The first step is simply a conversation. Let us know your situation and we'll tell you honestly whether and how we can assist.
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