Three Ways to Bring Your Records into Order
Each offering is a defined, self-contained administrative service. The right choice depends on where your paperwork is now and how much involvement you would like from a coordinator.
Back to HomeHow We Work Across All Engagements
Every Retirely engagement — whether a single two-hour session or a three-month household project — follows the same underlying logic: inventory first, group second, label third, document last. Nothing is assumed to be in its right place until the coordinator has seen it.
The inventory step is the most important. It produces a list of what exists — not what the household thinks exists — and this list almost always contains surprises in both directions: documents assumed to be missing that are simply misfiled, and gaps in areas the household had not thought to look.
All work stays within administrative scope. Anything that requires professional judgement about entitlements, legal standing or financial implications is written down as an open item, and the household is supported in identifying an appropriate qualified professional to address it.
A gentle first appointment for anyone who suspects their retirement-related paperwork has drifted out of order but does not know where to begin. Bring whatever you have, in whatever state it is in. A coordinator sits with you, sorts the pile into named groups, notes duplicates and gaps, photographs the arrangement so it can be rebuilt at home, and writes a short summary of what exists today.
Purely administrative and educational. We do not read entitlements, interpret regulated documents or act for you with any institution.
What is included
- Sorted document groups with named labels
- Written summary of what was found
- Printed checklist of identified gaps
- 30-day email follow-up window for questions
Best suited for
- Someone approaching retirement who has not yet looked at what is in the filing tray
- A family member helping a parent take stock of what they have
- Anyone who wants a neutral, unhurried second pair of eyes before deciding what to do next
How it works
You bring your documents — in any state — to the office in Jalan Kelawai, or share them by video call for a remote session.
The coordinator sorts them into named groups, photographs the arrangement, and notes what is present and what appears to be missing.
A short written summary and a gap checklist are prepared and handed to you before the session closes.
You have 30 days to send follow-up questions by email. Any regulated questions are noted and referred onward.
Best suited for
- People approaching retirement who want to understand how to keep their own records in good order, long-term
- Adult children supporting an older parent through the administrative side of retirement
- Anyone who prefers to learn a method they can apply independently rather than hand the task to someone else
Five-week syllabus
Building a document map — what categories of record to hold, how to name them, where to keep them.
Reading official information — publicly available material on EPF, SOCSO and related schemes, and what it describes.
Correspondence log — how to record and track letters, calls and submissions so a trail exists.
Scanning and naming — file formats, naming conventions, backup habits that hold up over time.
The family note — a one-page document explaining where everything lives, written for someone who was not there.
A five-week evening course, capped at eight participants, on keeping personal retirement paperwork in good order. Taught as general education by an administrative coordinator — not as advice on regulated matters. Suitable for people approaching retirement or supporting a parent through it.
What is included
- Printed workbook for all sessions
- Template pack (document map, naming guide, family note)
- Recording of each session for participants
- Shared reading list of official public sources
A three-month engagement for households carrying paperwork across two or three generations. The coordinator inventories every file, box and drawer; separates active records from archive; builds a consistent naming convention; scans and indexes what belongs digitally; assembles a physical set that a family member can navigate without help; and writes a handover map explaining what sits where and why.
Work stays firmly within non-regulated administration. Any point that touches entitlements, regulated processes or professional judgement is written down as an open item and referred to a qualified professional of your choosing.
What is included
- Complete inventory across all storage locations
- Indexed digital archive on your own storage device
- Labelled physical file set
- Written handover map for family members
- Annual review calendar
- Two family walkthrough sessions
Best suited for
- Households where paperwork has accumulated across more than one generation
- Situations where the primary holder of the paperwork is no longer able to explain the filing system
- Families who want to ensure that any member can navigate the archive independently, without always needing to call someone
- Estates in the early stages of settlement where an accurate inventory is the first administrative task
General timeline
Weeks 1–2: Scoping visit and initial inventory across all storage locations.
Weeks 3–8: Active sorting, separation of archive from current files, physical labelling, scanning and digital indexing.
Weeks 9–10: Handover map drafted, open items documented, annual review calendar assembled.
Weeks 11–12: Two family walkthrough sessions, questions answered, engagement formally closed.
Comparison at a Glance
| Feature | Walkthrough | Records Course | Full Engagement |
|---|---|---|---|
| Price | RM 470 | RM 1,340 | RM 4,480 |
| Duration | 2 hours | 5 evenings | 12 weeks |
| Written summary | (workbook) | ||
| Digital indexing | (taught) | ||
| Handover map | |||
| Family walkthrough sessions | (2 sessions) | ||
| Annual review calendar |
Fixed Fees, No Surprises
Each price covers the full scope described. No hourly add-ons, no subscription charges, no follow-on fees unless scope changes by agreement.
solution 1
Paperwork Health Walkthrough
RM 470
per session
- 2-hour session
- Written summary
- Gap checklist
- 30-day email follow-up
most popular
Retirement Records Course
RM 1,340
per participant
- 5 evening sessions
- Printed workbook
- Template pack
- Session recordings
solution 3
Full Household Engagement
RM 4,480
per household engagement
- Up to 14 sessions / 12 weeks
- Full inventory + archive
- Handover map
- 2 family walkthroughs
Protocols Shared Across All Engagements
Documents are photographed or scanned only with your explicit consent and saved only to storage you control. Nothing is retained on Retirely systems after the session closes.
Every engagement begins with a written confirmation of what is included, what is not, and what the deliverables are. No work begins until both parties have agreed.
Written deliverables — summaries, checklists, handover maps — go through an internal review before being handed over. Clarity and completeness are checked before the document leaves our hands.
A Short Note Is Enough to Start
Describe where the paperwork is now and what you are hoping to achieve, and we will suggest the most suitable option. No commitment required from that first conversation.
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