Three Clerical Services, Each With a Defined Starting Point
Start with where your paperwork actually is — not where you think it should be. We have a service for households at the beginning, the middle and the planning stage of retirement documentation.
Back to HomeOur Overall Methodology
Every service we offer is clerical in nature. We handle documents — we sort, label, photograph, describe, assist with form completion and build reference indexes. We do not assess eligibility, interpret rules or provide any form of financial or legal advice. That boundary is not a limitation; it is the reason we can be direct and consistent about what we deliver.
Our method begins with a plain statement of what is in front of us. Before any sorting or preparation work begins, we produce a condition record of fragile or damaged material. From there, each stage follows a fixed sequence so that nothing is missed and the client always has a written summary of what was done.
We do not move from one stage to the next without the client understanding what has been completed and what is next. Guided sessions include written notes after each meeting. The Continuity Programme includes facilitated family meetings so the work is shared across the household rather than held by one person.
All three services have fixed prices and defined deliverables. We discuss scope with the client before any work begins and do not add to it without agreement.
Records Intake and Sorting Appointment
A first appointment for households that have papers but no order. Documents are laid out, grouped by employer and period, dated where dates are missing from the face of the paper, and placed into labelled sections. Anything illegible or damaged is photographed at high resolution before handling.
The appointment is clerical: it sorts and describes material and points to where official information is published, without assessing anyone's position. Suited to families beginning a retirement paperwork task, and to relatives who have been handed a folder with little explanation.
Included in this service:
- On-site sorting at our office or your home in Kuching
- Labelled section dividers and a full contents list
- High-resolution condition photographs of fragile papers
- Plain written summary of what was found
How this appointment runs:
- 1Condition photograph of any fragile or illegible material before handling begins
- 2Lay out all documents and group by employer and time period
- 3Date documents where dates are not on the face of the paper
- 4Label and divide into named sections
- 5Produce a contents list and plain written summary
Guided Preparation Sessions
A set of four guided sessions that walk a client through the practical steps of assembling a retirement records submission using published forms and official guidance. Each session covers one stage: gathering, completing, assembling and tracking.
We help fill fields accurately, arrange enclosures in the requested order, prepare copy sets and set up a tracking sheet. We do not interpret rules or advise on eligibility, and we say directly when a question belongs with the relevant office or a qualified professional.
Included in this service:
- Four ninety-minute sessions over five to six weeks
- A working folder prepared at session one
- Guided form completion and a complete copy set
- A submission tracking sheet
- Written notes after each session
Session structure:
- 1Gather: Identify what documents are present and what is missing
- 2Complete: Fill form fields using published official guidance
- 3Assemble: Arrange enclosures in the order the relevant office requests
- 4Track: Set up a tracking sheet to monitor progress and record dates
Family Records Continuity Programme
A programme for families who want retirement and personal records to remain findable across generations. We build a master index covering documents, where originals are stored, who holds keys or access, and which institutions hold what.
The index is produced in print and in a structured digital folder, with a short written protocol on how to update it. Content is descriptive and organisational only, with no assessment of entitlements or holdings.
Included in this service:
- Master index in print format and structured digital folder
- Storage recommendations suited to Sarawak's climate
- Two facilitated family meetings
- A written update protocol document
- A review appointment after twelve months
Programme sequence:
- 1Initial meeting with family to map existing documents and storage locations
- 2Build master index in both formats with access and location details
- 3Second family meeting to review, correct and agree on the index
- 4Prepare update protocol and storage recommendations
- 5Deliver final documents and schedule twelve-month review
Choosing the Right Starting Point
Not sure which service matches your situation? The table below maps common situations to the most suitable starting point.
| Feature | Records Intake RM 470 |
Guided Preparation RM 1,180 |
Family Continuity RM 3,900 |
|---|---|---|---|
| Papers need sorting before anything else | – | ||
| Preparing an active retirement submission | – | – | |
| Building a long-term index for the family | – | – | |
| Home visit within Kuching available | – | ||
| Written notes after session | |||
| Family meetings included | – | – | |
| Twelve-month review appointment | – | – |
If you are not sure which service suits your situation, please contact us. A short conversation by phone is often enough to identify the most practical starting point.
Professional Standards Across All Services
Client Information Privacy
Personal information seen during sessions is used only for the work in front of us. We comply with Malaysia's Personal Data Protection Act 2010 (PDPA).
Documents Returned Same Day
Original documents are returned to the client at the end of every appointment or session. We do not retain originals under any circumstances.
Written Scope Before Every Session
What each session covers is confirmed in writing before it begins. Additions to scope are discussed before any extra work is done.
Clerical Boundary Stated Explicitly
We do not interpret rules, advise on eligibility or form any opinion on entitlements. When those questions arise, we say so and point to the right resource.
Condition Photography Standard
Fragile, damaged or illegible documents are photographed at high resolution before we begin any handling. This is standard practice for every engagement.
One Working Day Response
All enquiries — by phone, email or web form — receive a response within one working day during our office hours.
Fixed Prices, Defined Deliverables
All prices are in Malaysian Ringgit and include the deliverables listed. There are no additional fees within the scope of each service.
Records Intake & Sorting
RM 470
per appointment
- On-site sorting (office or home)
- Labelled section dividers
- Contents list
- Condition photographs
- Plain written summary
Guided Preparation
RM 1,180
four sessions
- 4 × 90-minute sessions
- Working folder
- Guided form completion
- Copy set
- Tracking sheet + session notes
Family Continuity
RM 3,900
full programme
- Master index (print + digital)
- Climate storage recommendations
- Two family meetings
- Update protocol document
- 12-month review appointment
Not Sure Where Your Paperwork Fits?
Send a brief description of your situation and we will suggest the most practical starting point. No obligation to proceed.