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DataPath Financial Planning ☎ +66-76-218-493
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About

A small advisory practice in Phuket, working with property owners on questions that sit between a title deed and a long-term plan.

The practice

DataPath Financial Planning Co., Ltd. is a Thai limited company registered in Phuket, working with property owners on financial planning and management through advisory consultations and planning engagements. The practice is small on purpose. We take on a limited number of engagements at a time so that each one is built from the owner’s actual documents rather than a template, and so that the written plan at the end is something we have read line by line.

What we believe

A financial plan earns its place by being honest about what the owner does not yet know. Most of the owners we meet know their property well and their numbers less well — not because they are careless, but because the documents are in two languages, the income arrives in several currencies, and the structure holding the property was set up years ago for reasons that have since changed. Our work is to turn that pile of paper into a single page the owner can act on.

We sell no investment products, manage no funds, and receive no commission from any platform, bank, or insurer. The only money we receive from a client is the flat fee set out in the engagement letter before any work starts. That is the whole of our commercial relationship with you.

Where we work

The office is on Chao Fa West Road in Mueang Phuket. Engagements are conducted in English. The scoping call and the plan walk-through can be held at the office or by video call; most owners abroad choose the latter.

Contact

If a question about your property has been sitting unresolved for a while, the scoping call is the lowest-cost way to find out whether advisory work is the right next step. Book a consultation and tell us what you own and what you are trying to decide.

DataPath Financial Planning

DataPath Financial Planning Co., Ltd.· 132/4, Chao Fa West Road· 83000 Mueang Phuket· Thailand· +66-76-218-493· info@datapath.click· Tax ID (TIN): 0105104332181

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