Wealth creation, preservation, distribution

Security for the future

Let your financial choices today be your family’s foundation for tomorrow.

Holistic approach to financial freedom

Enduring relationship

We work alongside our clients throughout the financial planning process and create purposeful relationships, built on trust and professionalism, that endure for generations.

Let us help you achieve your goals

No strings attached

Let’s have a chat to see if we can help with a financial roadmap that works for you. Give us a call at +66 84 611 1311 or drop us an email at info@essence-wa.com.

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

Panchet Chaiboonruang

Founder / Senior Wealth Planner

Sujeeporn Setthaphinyo

Sujeeporn Setthaphinyo

External Consultant, CFP®

Rachanune Korwattana

Rachanune Korwattana

Senior Wealth Planner

Alisa Varikarn

Alisa Varikarn

Client Liaison

Jitsupa Klubsaeng

Jitsupa Klubsaeng

Client Liaison

Natsupa Prachuabmoh

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.