Financial Clarity
for Life After 40
At Ngọc Trí, we offer thoughtful, step-by-step financial education programs in a welcoming, judgment-free space — so you can move forward with confidence.
Three Pathways to Financial Understanding
Each program is structured with care and delivered at a pace that respects your experience, your schedule, and your individual goals.
Personal Finance Foundations Workshop
A gentle 4-session introductory program for individuals over 40 who want a clearer understanding of personal finance. Topics cover household budgeting, reading bank and investment statements, and navigating digital financial tools — all at a comfortable pace in small groups of eight or fewer.
- 4 sessions, small group (≤8 people)
- Printed & digital reference materials
- Welcoming, judgment-free environment
3.500.000 ₫
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Retirement & Savings Planning Course
An 8-session structured program walking through long-term savings considerations, pension options in Vietnam, and building financial resilience for later years. Includes guided exercises, Vietnamese case studies, take-home worksheets, and a personal savings health check with a confidential written summary.
- 8 sessions with guided exercises
- Real-world Vietnamese case studies
- Personal savings health check included
12.800.000 ₫
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Comprehensive Financial Literacy Mentorship
A 16-week one-on-one mentorship pairing you with a dedicated financial educator. Covers investment fundamentals, real estate considerations, estate planning, tax optimization in Vietnam, and digital banking. Weekly sessions, flexible scheduling — in person or via video call.
- 16 weeks, fully personalized
- In person or video — your choice
- Personal financial reference binder
28.500.000 ₫
Enquire About MentorshipWhat Sets Our Approach Apart
Designed for Adults 40+
Our programs recognize that learners in their 40s, 50s, and 60s bring valuable life experience. Content is structured to build on what you already know.
No-Pressure Learning
There's no rush here. Sessions move at a pace that works for you, and questions are always welcome — no matter how basic they may seem.
Vietnam-Specific Context
All programs draw on Vietnamese financial regulations, pension systems, banking practices, and real-life examples relevant to life in Vietnam.
Privacy and Discretion
Your financial information and personal circumstances are handled with the utmost care. One-on-one mentorship sessions are strictly confidential.
Lasting Reference Materials
Every participant walks away with printed guides, worksheets, and — for mentorship clients — a personalized financial reference binder to consult long after the program ends.
Small Groups, Real Attention
Workshop groups are capped at eight participants, so every question gets addressed and every person feels genuinely heard.
Ready to Take the First Step?
Whether you're starting from scratch or looking to build on what you already know, Ngọc Trí has a program that fits where you are right now.
Get in Touch TodayFrequently Asked Questions
Do I need any financial background to join a program?
Not at all. Our foundation workshop is designed specifically for people who are new to thinking about personal finance in a structured way. You don't need to bring anything except curiosity and openness.
How long does each session last?
Workshop and course sessions typically run around 90 minutes to 2 hours. Mentorship meetings are usually 60 to 90 minutes and are scheduled at times convenient for you each week.
Are sessions available online or only in person?
The 16-week mentorship can be conducted entirely via video call if preferred. Group workshops and the savings course are primarily held at our office in District 3, though we do our best to accommodate individual circumstances.
Is the information I share during sessions kept private?
Absolutely. All personal financial details shared in one-on-one mentorship remain entirely confidential. In group settings, participants are encouraged to share only what they're comfortable with, and group discussions are guided with care and respect.
How do I enrol, and how much time in advance should I register?
You can reach out via the contact form below or call us directly. We recommend getting in touch at least two weeks before a group program starts to secure your place. Mentorship slots are filled on a rolling basis.
What payment options are available?
We accept bank transfer (Vietnamese đồng) and can discuss flexible payment arrangements for the mentorship program. Full details are shared at the time of enrolment.
Our Location
88 Pasteur, District 3, Ho Chi Minh City 700000, Vietnam
Get in Touch
We'd be glad to answer your questions and help you find the right program. There's no obligation — just a warm conversation about where you are and where you'd like to be.
Contact Details
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Phone
+84 28 3941 7628 -
Email
[email protected] -
Address
88 Pasteur, District 3
Ho Chi Minh City 700000, Vietnam -
Working Hours
Monday – Friday: 8:00 – 17:30
Saturday: 8:30 – 12:00
Sunday: Closed
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