Bangkok · Retirement & income planning

CoreVertex Retirement Planning helps you build a retirement income plan that holds up across decades.

Inquiry-based financial planning consultations for people in Bang Khun Thian and across Bangkok who want a clear picture of how their savings, pensions and assets will convert into dependable retirement income.

A person reviewing a payment card on a laptop while organising household finances

Rooted in Bang Khun Thian

Retirement planning that starts from where you actually live.

Most retirement advice arrives as a generic spreadsheet. Our consultations begin instead from your household budget in Thai baht, the people who depend on you, and the costs you already carry along Rama II Road — then work outward to a long-term income plan.

We sit down with you, on your schedule, to map the gap between what you have now and what your retirement will need. That gap is the real subject of every conversation that follows.

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A financial data display board with rows of figures in green and red

Income planning

Retirement income is a sequence problem, not a single number.

The order in which you draw from savings, pensions and assets — and the years in which markets are unkind — changes how long your money lasts more than the average return does. Our consultations focus on that sequence, year by year, in figures you can read.

What a consultation covers

From your current savings picture to a written income plan.

An inquiry-based consultation is a structured conversation, not a sales call. You bring your questions and your figures; we bring a framework and the time to work through them with you.

  • Where your retirement income will come from, and in what order.
  • How long your current savings path lasts under different spending assumptions.
  • Which costs in Bangkok are likely to rise in retirement and which may fall.
  • What to review each year so the plan stays honest as life changes.

Read the services overview

An open briefcase containing stacked bundles of banknotes, representing accumulated savings

Who this is for

Built for households asking a specific question.

These consultations are shaped for people who are five to twenty years from retirement, or already in it, and who want a second look at how their income is structured — not a pitch for products.

01

Pre-retirees

You can see retirement coming and want to test your plan before, not after, you stop earning.

02

Recent retirees

You have already started drawing income and want to check the sequence is working as intended.

03

Households supporting others

Your retirement has to coexist with support for parents, children or both, here in Bangkok.

Start with one inquiry, not a commitment.

Tell us your situation and your main retirement question. We will reply by email to arrange a consultation at a time that suits you.

Request a consultation