Three Services, Each at a Different Depth
Whether you want a short session to find your footing or a thorough orientation to retirement documentation, there is an Anchorwise service designed for your starting point.
Back to HomeHow We Structure Every Engagement
Each Anchorwise service follows the same underlying method: understand what you currently have, give it a clear and sustainable structure, and make sure you leave with something you can maintain independently. The depth of each service varies; the approach is consistent.
We do not impose a generic filing system. The templates we use are adaptable to different document volumes, different pension arrangements, and different personal preferences for paper versus digital. Where one person might benefit from a simple two-folder system, another may need a more granular structure with cross-referencing between documents.
All our services are administrative and educational. None of them constitutes financial or legal advice. We encourage every client to work with qualified professionals for decisions about their retirement funds — and our service is intended to support that process, not replace it.
Review What Exists
We begin each session by looking at what documents you currently have and how they are organised.
Build a Structure
We create a folder structure and labelling system suited to your document volume and personal preference.
Label and Position
Each document category is labelled clearly and placed within the agreed structure, with a record of what is where.
Set Up for Maintenance
Review reminders and update prompts are built in so the system stays current without demanding constant attention.
Record-Keeping Starter Session
฿3,500
A short, welcoming session on setting up a simple, lasting system for personal retirement documents. For anyone who wants a calm starting point. Organisational guidance only, with no assessment of individual entitlements.
- One-to-one session, typically 90 minutes
- Review of current documents you bring to the session
- Suggested folder structure adapted to your volume
- Printed folder-plan summary to take away
- Follow-up window for questions after the session
Process Steps
- 01 Initial conversation to understand your documents and goals
- 02 Review of documents brought to the session
- 03 Agree folder structure and labelling approach
- 04 Walk through the system together and confirm understanding
- 05 Printed summary produced and handed over
Best for: people who want a low-commitment starting point and a simple, practical outcome.
Enquire About This SessionPersonal Archive System
฿12,800
A structured digital and paper archive template with clear labels and reminders to keep retirement records current. Suited to those who like a maintainable system. Purely a tool, without advice or representation.
- Full digital folder structure template (compatible with any filing system)
- Paper archive label set and physical divider guide
- Periodic review calendar with suggested check-in dates
- Setup walkthrough session (~2 hours) to implement the system
- One follow-up check-in session after 30 days included
Process Steps
- 01 Pre-session inventory: you list what documents you currently have
- 02 Template customised to your document categories
- 03 Setup walkthrough — digital and/or physical, your choice
- 04 Review calendar populated with relevant check-in dates
- 05 30-day check-in to address any gaps or questions
Best for: people who want a complete, maintainable long-term system, not just a one-off tidy-up.
Enquire About This System
Extended Orientation Workshop
฿29,700
A multi-session workshop covering, in plain and general terms, how common retirement-related documentation and correspondence are usually organised, with printed take-home resources. For those who value understanding before consulting an appropriate professional. Informational only.
- Three to four sessions of approximately 90 minutes each
- Printed resource pack covering all document categories discussed
- Plain-language glossary of common retirement document terminology
- General overview of correspondence types and what each typically covers
- Sessions scheduled at a pace that suits you; remote option available
Workshop Structure
- S1 Document landscape overview — types, purposes, typical formats
- S2 Reading and filing correspondence — what to keep and how long
- S3 Organising your personal records around the document categories covered
- S4 Review session — questions, gaps, handover of printed resource pack
Best for: people who want a thorough understanding of the retirement document landscape before engaging a professional adviser.
Enquire About This WorkshopWhat Each Service Includes
Use this table to see which service covers what you need. All three share the same administrative-only approach.
| Feature | Starter ฿3,500 |
Archive ฿12,800 |
Workshop ฿29,700 |
|---|---|---|---|
| One-to-one session with facilitator | |||
| Document review and labelling | |||
| Digital folder structure template | |||
| Paper archive labels and dividers | |||
| Review calendar with check-in dates | |||
| 30-day follow-up check-in | |||
| Educational document landscape overview | |||
| Printed take-home resource pack | |||
| Terminology glossary included | |||
| Multiple sessions over time |
Included Not included Partial/varies
Straightforward Fees in Thai Baht
All fees are published and include everything listed. No additional charges for templates, resources, or follow-up windows within the service scope.
฿3,500
per session
- One 90-minute session
- Document review and labelling
- Printed folder-plan summary
- Follow-up question window
฿12,800
per system setup
- Digital folder template
- Paper labels and dividers
- ~2-hour setup walkthrough
- Review calendar included
- 30-day follow-up check-in
฿29,700
full workshop programme
- 3–4 sessions of ~90 mins
- Printed resource pack
- Terminology glossary
- Remote option available
How We Work Across All Services
Document Discretion
Documents brought to sessions are treated with care. We do not retain copies, photograph, or record client documents beyond what is needed to facilitate the session.
Clear Scope Communication
We are explicit at every stage about what our services cover and what they do not. If a question falls outside our administrative scope, we say so and suggest appropriate professional channels.
One Client at a Time
Sessions are never double-booked. Every client gets the facilitator's full attention. We allow preparation time before each session and reflection time after.
Full Fee Disclosure
All fees are stated before any session is booked. There are no additional charges unless a client explicitly requests a service outside the original scope, in which case the fee is agreed before proceeding.
Follow-Up Commitment
Every service includes a follow-up window — either a question period or a dedicated check-in session — so you have somewhere to turn if something comes up after the main session.
English-Language Delivery
All sessions, templates, labels, and resource materials are in English. This is the primary language for retirement documentation in many international contexts, and it is the language we work in throughout.
Not Sure Which Service Fits?
Send us a message and describe where you are with your documents. We will suggest the most appropriate starting point — no obligation, no sales process.