Coppervault
FINANCIAL EDUCATION
Contact Us
▸ OUR SERVICES

Three Services, One Clear Direction

Each Coppervault service is self-contained, focused, and built around your real financial documents. Together, they address the three areas where individuals most often feel they lack a firm foundation.

Back to Home
OUR APPROACH

How Coppervault Sessions Work

BEFORE SESSIONS

A short intake conversation helps us understand your starting point. We may ask you to gather specific documents so the first session can begin with the material in hand.

DURING SESSIONS

Each session is a structured conversation, not a lecture. We work through your documents together, explaining what each element means and why it matters for your situation.

AFTER SESSIONS

Written materials, templates, and — where applicable — a formal report are provided. You leave with reference tools that remain useful long after the engagement ends.

01

Financial Document Organization

Most individuals accumulate years of financial documents without a clear system for organizing or understanding them. This two-session service addresses that directly — taking what you have, making sense of it, and helping you build a structure that is easy to maintain.

The service covers document categorization, digital backup setup, key document identification, and a filing system tailored to Thai financial requirements — including RMF, LTF, provident fund records, and Revenue Department filings.

฿3,000 / 2 sessions
Enquire About This Service
Financial Document Organization

What the Sessions Cover

  • 1
    Session One — Inventory & Assessment
    Review existing documents, identify gaps, assess current storage methods
  • 2
    Session Two — System Setup
    Build categorization framework, configure digital backup, establish review calendar
INCLUDED

Filing system template · Annual review calendar · Document identification checklist

Fund Selection Guidance

What the Sessions Cover

  • 1
    Session One — Fund Basics
    Types of funds, how they work, reading a fund fact sheet
  • 2
    Session Two — Evaluation Tools
    Expense ratios, benchmarks, manager track records
  • 3
    Session Three — Alignment & Application
    Matching fund selection criteria with your objectives
INCLUDED

Fund evaluation checklist · Comparison spreadsheet guide · Fact sheet reading reference

02

Fund Selection Guidance

The Thai mutual fund market offers hundreds of options across dozens of fund houses. Without a framework for evaluation, choosing between them often feels more like guessing than deciding. This three-session programme gives you the tools to assess funds methodically.

You will learn to read SEC fund fact sheets with confidence, compare expense ratios across similar fund categories, interpret performance data against appropriate benchmarks, and assess how a fund's objectives align with your own financial situation.

฿7,200 / 3 sessions
Enquire About This Service
03

Holistic Asset Protection Review

Many individuals reach a point where they hold a mix of assets — investments, insurance policies, savings, and property — without a clear picture of how well those assets are protected against different scenarios. This four-session review addresses that directly.

The review examines insurance adequacy, emergency reserve levels, diversification across asset classes, and contingency plans for scenarios including market downturns, health events, legal claims, and natural disasters — producing a written report with prioritised next steps.

฿16,000 / 4 sessions
Enquire About This Service
Holistic Asset Protection Review

What the Sessions Cover

  • 1
    Session One — Asset Inventory
    Map existing assets, liabilities, and protection arrangements
  • 2
    Session Two — Insurance Assessment
    Review life, health, and property coverage adequacy
  • 3
    Session Three — Reserves & Diversification
    Evaluate emergency fund adequacy and asset spread
  • 4
    Session Four — Contingency Planning
    Scenario review, priorities, and report presentation
INCLUDED

Comprehensive written protection report · Prioritised action list · Asset inventory template

CHOOSE YOUR SERVICE

Selecting the Right Starting Point

Feature Doc. Organization
฿3,000		 Fund Guidance
฿7,200		 Asset Protection
฿16,000
Sessions included 2 3 4
Document templates
Fund evaluation tools
Written report delivered
Insurance review included
Best for Getting organised Fund literacy Full picture

Not sure where to start? Contact us for a short introductory conversation.

ACROSS ALL SERVICES

Standards Shared by Every Coppervault Engagement

Client Confidentiality

All session content is treated as confidential. No information is shared outside the engagement.

PDPA Compliance

Personal data handling follows Thailand's Personal Data Protection Act (PDPA 2562) requirements.

No Product Promotion

Sessions contain no product recommendations or referrals. Coppervault holds no commercial affiliations.

Clear Scope Definition

The scope of every service is communicated clearly before you commit to anything.

Thai Regulatory Alignment

All content reflects Thai SEC regulations, Revenue Department frameworks, and OIC insurance guidelines.

Post-Session Access

Brief follow-up questions after sessions are welcomed by email or phone during office hours.

START THE CONVERSATION

Enquire About Any of Our Services

Use the contact form, or call directly to speak with a member of the team. We are happy to discuss your situation and help you identify the most appropriate place to start.

Contact Us +66 2 251 9387