Services overview
CoreVertex Retirement Planning offers a small, deliberate set of consultations rather than a catalogue of products. Each engagement begins with an inquiry from you and a written reply from us, so the first conversation is already about your situation, not a script.
All consultations are delivered from our office on Rama II Road in Bang Khun Thian, Bangkok, or remotely by prior arrangement. Fees for paid consultations are confirmed in writing before any session is booked; nothing is charged for the initial inquiry itself.
Retirement readiness review
A single structured consultation that takes your current savings, pension entitlements and expected retirement costs and tests whether your present path is sustainable. You leave with a written summary of the gap, if any, between where you are and where your retirement income needs to be.
Income sequence planning
For households within ten years of retirement, this consultation examines the order in which income will be drawn — from savings, from pensions, and from any assets — and how that order behaves under difficult market years. The aim is to reduce the risk of drawing down too heavily in the early years of retirement.
Annual plan review
A recurring yearly consultation for clients who already have a retirement income plan and want it checked against what actually happened. Costs shift, family circumstances shift, and a plan that was right a year ago may need a small correction now rather than a large one later.
How an inquiry becomes a consultation
- You send an inquiry through the contact form with your main retirement question.
- We respond by email within two working days to confirm scope and any applicable fee.
- If you agree, a consultation is scheduled for a date and time that fit your calendar.
- After the session, a brief written note of the points discussed and any suggested next steps is sent to you.
We do not sell investment products, insurance policies, or funds from this office. Where a consultation identifies a need that a separately licensed provider must meet, we say so plainly and point you toward it.