What We Offer
Three ways to bring order
to retirement paperwork
Each engagement is purely administrative. We sort, map, scan, index, label and write — choosing the scope that fits your household's situation.
← Back to HomeOur Methodology
How every Folio Bureau engagement is structured
Before any session begins, the coordinator and the household agree in writing on the exact scope of the engagement. No work falls outside that scope without a separate conversation. Every engagement produces a documented deliverable — something the household holds and owns on completion.
Open questions — matters that sit within professional regulated territory — are listed rather than answered. The coordinator notes them clearly in the deliverable and suggests they be taken to a suitably qualified professional. This is not a limitation; it is part of the methodology.
Sessions are scheduled at intervals suited to the household. We do not rush and we do not push for a larger engagement than is appropriate. The one-sheet map is the starting point for most households; larger engagements follow if the household decides they are worthwhile.
Service 01
One-Sheet Document Map
RM 540 · One household · 90 min + 3 working days
A compact appointment that produces a single page showing every retirement-related document a household holds and where it physically sits. The coordinator interviews you, walks the folders with you, and draws the map: category, location, format, last updated. Nothing is interpreted, nothing is filed with anyone, and no institution is contacted. The deliverable is a map of what exists.
What is included
- 90-minute on-site interview and walkthrough
- Printed A3 map — one household copy
- Digital copy in an open format
- Gap note listing documents mentioned but not found
How the session proceeds
- 1Pre-session questionnaire sent — household lists known storage locations
- 2Coordinator visits premises and interviews household about document types and approximate locations
- 3Physical walkthrough of folders, filing cabinets and storage boxes
- 4Map drafted off-site over 3 working days; printed and digital copy delivered
People use this before a family conversation or before speaking with a qualified professional, so the discussion starts from facts rather than memory.
Enquire About ThisService 02
Records Keeping Workshop Series
RM 1,880 · 3 workshops over 6 weeks · Up to 6 participants
Three half-day workshops for individuals and couples who want a durable record-keeping habit rather than a one-off tidy-up. Workshop one builds the filing structure and the naming convention. Workshop two covers scanning, storage on your own devices, and how to keep a digital set that is still readable in a decade. Workshop three practises writing correspondence logs and a one-page family orientation note, and reviews publicly published material about Malaysian retirement schemes as general background reading only.
What is included
- Three half-day workshops at bureau premises
- Printed workbook and template pack
- Storage checklist tailored to participants' devices
- 30-day email question window after final workshop
Workshop schedule
- 1Workshop 1: Filing structure and naming convention — building the physical system
- 2Workshop 2: Scanning, digital storage and long-term readability
- 3Workshop 3: Correspondence logs, family orientation note and background reading review
The bureau teaches administration and information literacy; it does not advise on regulated matters and does not comment on any individual's entitlements.
Enquire About This
Service 03
Archive, Index & Handover
RM 4,600 · Up to 12 sessions over 10 weeks
The bureau's longest engagement, for households where paperwork has accumulated across many years and several family members and nobody is quite sure what is there. A coordinator inventories every container, separates active from archive, scans and indexes the digital set, labels and rebuilds the physical set, writes a handover document readable by someone who has never seen the papers before, and runs a family walkthrough so the knowledge does not sit with one person alone. Purely administrative: sorting, scanning, indexing, labelling, writing.
What is included
- Full inventory of all containers and storage locations
- Indexed digital archive in open formats
- Labelled and organised physical document set
- Plain-language handover document
- Review calendar — when to revisit the index
- Two family walkthroughs at agreed times
Engagement phases
- 1Initial assessment — scope, volume and session schedule agreed
- 2Inventory phase — every container opened, contents noted
- 3Sorting and scanning — active/archive separation, digital creation
- 4Indexing and labelling — physical and digital sets completed
- 5Handover document written; family walkthroughs conducted
Items touching entitlements, regulated processes or professional judgement are listed as open questions and referred to a qualified professional.
Enquire About ThisChoose the Right Engagement
Which service fits your household?
| Feature | Document Map | Workshop Series | Archive & Handover |
|---|---|---|---|
| Printed deliverable | |||
| Digital archive created | — | Guidance only | |
| Family walkthrough | — | — | ×2 |
| Gap / open question listing | — | ||
| Filing skills taught | — | — | |
| Review calendar | — | — | |
| Price (RM) | 540 | 1,880 | 4,600 |
| Best for… | Households wanting a quick picture before a family or professional meeting | Couples who want to build a reliable habit independently | Households with years of accumulated, unsorted paperwork across multiple family members |
Our Standards
Protocols that apply across all engagements
Confidentiality
No documents shared externally. No copies retained by the bureau after engagement completion. All working files deleted from coordinator devices at handover.
Written scope agreement
Scope is agreed and signed before any session. Changes require a separate written discussion. No scope creep during an engagement.
Out-of-scope referral
Questions requiring professional judgement are listed as open items in the deliverable and referred to a suitably qualified professional — not answered informally.
Plain-language standard
All deliverables are reviewed against a readability checklist before handover. Administrative jargon is removed wherever plain words serve better.
Review calendar standard
Archive engagements include a suggested 12-month review schedule as a standard deliverable item, not an optional extra.
Coordinator certification
All senior coordinators hold a recognised records management qualification and maintain it through continuing professional development.
Pricing
Fixed prices, defined scope
One-Sheet Document Map
RM 540
Per household · One engagement
- 90-min session + 3 days prep
- Printed A3 map
- Digital copy
- Gap note
Most Popular
Records Keeping Workshop Series
RM 1,880
3 workshops · Up to 6 participants
- 3 half-day workshops over 6 weeks
- Workbook and template pack
- Storage checklist
- 30-day email support
Archive, Index & Handover
RM 4,600
Up to 12 sessions · 10 weeks
- Full inventory and indexing
- Digital archive & physical set
- Handover document
- Two family walkthroughs
- Review calendar
Not Sure Where to Start?
Tell us about your paperwork and we will suggest a starting point
There is no obligation in the first conversation. We listen, ask a few questions and tell you which engagement is most likely to be useful for your household.
Make an Enquiry