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financial planning

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This page displays all the results for the Financial Planning tag, sorted by the most recent activity. There are a total of 3 questions that have been tagged with Financial Planning. Explore the questions to find discussions and information relevant to this topic.
Aug 5, 2025
19 days ago
Tess ********
ORIGINAL POSTER
Hi everyone

Me and the Mrs intend to retire somewhere around Hau Hin. This is the plan when I retire at 62 in April 2027.

We will have £400,000 approx from our UK house sale and I will have a pension of £12,000 per annum until we receive our state pension in 2032.

We intend to use this money combined to live and rent.

We are coming for a three week visit next March, is there anything we could be doing in March to get the ball rolling.

We intend to use agents to sort everything out for us so any recommendations will be welcomed.

We realise our plans are in the future and things change but we feel any knowledge is better than non.

Thank you in advance for any help given.
Nov 9, 2023
2 years ago
Ken ********
ORIGINAL POSTER
Kind of strategizing about how to do this.

From US - living now in Thailand- I put in 800,000 in Bangkok bank and will be getting non-O retirement visa end of next month - all squared away.

I also started putting 65,000 THB in every month - probably prematurely already done for 2 months, but was planning on doing that as well for a year - so that I can take back out the 800,000 THB the next cycle (and continue to put in 65,000).

That ties up a lot of money that could be drawing interest - and exposure to the vagaries of the Thai Bhat - and if I keep going ahead with this I wonder whats the best way to get it back out?

I assume they just want it consistently going in- don't care too much how it goes out. I can use the debit card all i can, of course expenses here that are in THB... But wondering about going direct through the bank/debit card for things that are in dollars.... will I eat a lot of exchange fee this way? Vs, transferring some of it back to a US bank through Wise the other way around. And I guess making cash withdrawels and exchanging for dollars at money places before I'd go back to the US perhaps - which would be infrequent.

Thoughts?
Sep 7, 2022
3 years ago
hi group, im looking for Thai based licensed financial planner with comprehensive expertise in Australian Public Sector Superannuation Defined Benefit scheme/ATO non resident regulations, International equities and ASX knowledge. TIA.
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