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financial planning

We believe in thinking “out of the box”

financial planning

Your trusted partner in financial success

financial planning

Focused on your goals, delivered with speed and a smile

financial planning

We lead your life with confidence


News and Activities

Open House Event: “HappyMates”

Date: Saturday, March 29, 2025

Time: 1:00 PM – 4:00 PM

Venue: AI Center Building, 15th Floor, BTS Surasak

Join us for an exciting opportunity to learn about financial planning, investment, and insurance! This event is designed for students who want to gain valuable insights into managing their finances effectively.

– Explore career opportunities

– Apply for internships

– Network with industry professionals

Don’t miss out! See you there!

“Learning Journey: Financial Advisory” Program

This internship program is designed to provide students with in-depth knowledge and hands-on experience in financial advisory. The curriculum covers:

  • Financial Products – Understanding various financial solutions
  • Advisory Process – The step-by-step approach to financial consulting
  • Why Us? – What makes us the right choice
  • Building Trust – Establishing credibility with clients
  • How to Market? – Strategies for business development
  • How to Communicate? – Effective communication skills
  • Mindset – Developing the right mindset for success

Join us and kick-start your journey in the world of financial advisory!


It’s Your Future: Build a Financial Picture That Fits Your Goals

At Addwealth301, we are dedicated to leading your life with confidence. Our financial advisors are committed to aligning with your goals and lifestyle, delivering personalized and efficient support at every step of your journey.

We prioritize your financial well-being by offering tailored, unbiased guidance, empowering you to confidently achieve your goals.

Certified & Designated Advisors

Partnering with our Certified Financial Advisors give you expert, up-to-date financial advice tailored to your goals. Certifications like CFP®F, ChFP, ChLP are testament to our commitment to excellence and ethical standards

As MDRT advisors—the Premier Association of Financial Professionals®—we offer a comprehensive library of educational content, delivering insights into industry growth and enhancing the efficiency of our advisory services .

Variety of Financial Sources

Our wide range of financial products, from investment to insurance, allows you to tailor your approach for stability or growth. We provide guidance to ensure clarity as your financial needs evolve.

Our team

Customer Testimonials

From day one, I felt like my financial well-being was their top priority. They helped me make informed decisions with confidence.

Paisarn Wanusnodeepaisarn
Vice President

I couldn’t be happier with the results. They really listened to my needs and helped me achieve financial goals

Kunyaphuk Buddharuksa
Operation Director

appreciate their professionalism and transparency. They always put my needs first and have helped me be more secure about my future.

Tirakarn Srichantapong
Proprietor
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