Why Us?
As a fully independent advisory, we are free from conflicts of interest and bias, which allows us to focus on a holistic, client-first approach.
About Us
Having benefitted first-hand from financial advice earlier in their lives, our founders strongly believe that anyone and everyone can achieve positive results with forward planning. Our team of highly qualified financial planners offer global expertise on a rare personalised level.
Our Philosophy
We are passionate about putting our clients’ needs before our own. By focusing on the end results, we are able to work backwards to curate personalised solutions, providing fully informed advice to minimise risk and actively work towards your goals for financial freedom.
Our Process
We first seek to understand the full profile of every client, starting with the initial meeting, when we identify financial goals and collect basic data to chart a cohesive plan moving forward. Once the plan is mutually agreed, we take the first steps in the enduring personal relationship.
Please feel free to contact us at +66 84 611 1311 or by email at info@essence-wa.com
Our Services
We provide a wide range of services, whether it’s to achieve one specific goal or a comprehensive financial plan tailor-designed to each client’s journey to financial freedom.
Financial Planning
Take a holistic approach to financial freedom with a comprehensive plan for you and your family covering wealth creation, protection, and transfer.
Investment Planning
Know where to put your money to let it work for you with a strategic portfolio that will yield returns in line with your financial needs and goals.
Insurance Planning
Not only can health and life insurance provide short-term financial security, they can also be structured for a wide range of asset and wealth objectives.
Education Fund Planning
Good education can come at a high cost, so start early in securing your children’s future with a balance of active and passive income planning.
Wealth Distribution
Protect your legacy for generations to come with a legally-binding roadmap to protect your assets, expand wealth, and minimise tax burdens for successors.
Tax Planning
Minimise tax obligations while maximising financial returns with a 360-degree approach which simultaneously structures retirement planning objectives.
Debt Restructuring
Unforeseen events can add financial pressure on even the best laid plans. To free up cash flow we can analyse options to minimise payments on existing debts.
Retirement Planning
Retirement should be a stress-free time of your life, so start making long-term budgeting and funding plans to ensure you can enjoy the silver years to the fullest.
Our Team
Meet our team of experienced professionals.
Panchet Chaiboonruang
Founder / Senior Wealth Planner
Sujeeporn Setthaphinyo
External Consultant, CFP®
Rachanune Korwattana
Senior Wealth Planner
Alisa Varikarn
Client Liaison
Jitsupa Klubsaeng
Client Liaison
Natsupa Prachuabmoh
Client Liaison
Why financial planning?
The idea of retirement might seem premature for someone in their 20s, and the idea of saving for a college fund for their unborn child might not cross the minds of newlyweds, but it’s never too early – or too late – to start planning for your future. By engaging the services of a financial planner, we can look at the big picture and help you minimise potential financial stress for a happier tomorrow.