What participants say — in their own words

The LTF reading group was not what I expected — in a good way. I went in thinking it would be a lecture with slides. Instead it was six sessions where I actually had to think. The pre-reading helped a lot; by the time we sat down together I already had questions rather than just confusion. I left with a much clearer sense of how to evaluate whether an LTF is worth the commitment for my specific tax situation. My advisor noticed the difference immediately.

April 2025 · LTF Reading Programme

I booked the cashflow review because my wife and I were having the same circular conversation about whether to pay off the mortgage early or keep directing money into savings. After two sessions I understood why we kept going in circles — we had never put the full picture on one page. The balance sheet they produced was simple, but seeing everything in one place changed the conversation entirely. I would have liked a third session, honestly, but the summary document covered a lot of what I would have asked.

March 2025 · Cashflow Review

I attended the Thai markets weekend workshop with considerable scepticism. I had sat through two bank seminars in the previous year and both had ended with a product pitch I did not want. This was different in every respect. The data they used went back decades and the facilitator was openly uninterested in telling us what to buy. The follow-up call a month later was the part I appreciated most — by then I had spoken with my advisor and had actual questions rather than vague anxieties.

April 2025 · Markets Weekend Workshop

You might think a retired bank manager would already know all this. I thought the same. But LTFs in a personal tax context are quite different from the institutional perspective I worked with for thirty years. The reading group format suited me well — I could read at my own pace beforehand and then use the sessions for the questions that came out of that reading. Small group meant we covered things I doubt would come up in a larger room.

May 2025 · LTF Reading Programme

The cashflow review was something I had been putting off for about two years. I knew roughly what the picture looked like but kept avoiding drawing it out clearly. The sessions at Anan Capital gave me a reason to be honest about all of it — the family support I send each month, the car loan I took on last year, the savings rate that has been falling. The educator was calm and practical about all of it. The written summary sits on my desk now.

April 2025 · Cashflow Review

I sent three colleagues from my department after I finished the markets workshop. The printed reference packet alone is worth the fee — it is something you actually refer back to, not a course booklet you file away. The historical data on the SET put recent market movements in a perspective I had been missing entirely. I feel I understand now what questions to ask my advisor rather than simply nodding along.

May 2025 · Markets Weekend Workshop