Quillvex sessions overview

Our Sessions

Three Ways to Organise Your Retirement

Each Quillvex session has a clear scope, a defined deliverable, and a consistent process — built around the practical, not the theoretical.

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How We Work

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Every Quillvex session begins before you arrive. We send preparation materials — a checklist, an outline, and for family sessions, individual interview questions — so that the in-person time is used well. Nothing is improvised. The framework for each session type was developed over several years and refined based on what clients actually needed from it.

Sessions are held at our Jalan Yap Kwan Seng office in Kuala Lumpur, in a quiet room suited to this kind of careful, unhurried work. We do not double-book sessions. You have the full attention of the practitioner for the duration.

Quality Assurance

  • Preparation materials sent before every session
  • Consistent session framework, no improvisation
  • Written deliverable for every engagement
  • No document copies retained after session
  • Sessions conducted only by named practitioners
Pension Document Organising Session
01

Pension Document Organising Session

A two-hour in-person session for retirees or those approaching retirement who would like help putting their pension-related paperwork in order — statements, scheme letters, beneficiary forms, and personal records. The session is organisational only, not advisory. Includes a printed organiser folder and a one-page list of where each document now lives.

Session Includes

  • Pre-session preparation checklist sent in advance
  • Two hours with a Quillvex practitioner
  • Printed organiser folder for all documents
  • One-page document location summary
  • All original documents returned to you

Process

1

Book your session and receive the preparation checklist by email.

2

Gather your pension documents using the checklist before the session.

3

Attend the two-hour session at our Jalan Yap Kwan Seng office.

4

Leave with your organiser folder and document location summary.

Session Fee

MYR 480

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02

Retirement Readiness Workshop Series

A series of four weekend workshops for adults in their late fifties and early sixties on the practical, organisational, and daily-life aspects of approaching retirement — keeping records in order, thinking through household routines, planning daily structure, and writing a family note about wishes. Held in small groups of twelve. The workshops are educational and do not provide individual advice.

Workshop Topics

  • Session 1: Record-keeping systems for retirement
  • Session 2: Household routines and daily structure
  • Session 3: Planning time and purpose in retirement
  • Session 4: Writing a family note about wishes and arrangements
  • Participant workbook included throughout

Format

1

Enrol and receive the pre-series preparation note and reading.

2

Attend four Saturday workshops over four consecutive weekends.

3

Work through the participant workbook during and between sessions.

4

Leave with a completed workbook and a written family note draft.

Series Fee (per person)

MYR 1,650

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Retirement Readiness Workshop
Family Conversation Coordination
03

Family Conversation Coordination

A facilitated arrangement for adult families who would like a calm, organised conversation about a parent's retirement transition — covering household plans, document locations, daily-life preferences, and the wider family's awareness. Includes pre-meeting interviews with each participant, a facilitated two-hour conversation, and a written summary for the family record. The work is purely organisational.

What Is Covered

  • Pre-meeting individual interviews with all participants
  • Two-hour facilitated family conversation
  • Household plans and document location discussion
  • Daily-life preferences of the retiring parent
  • Written summary for the family record

Process

1

Contact us to discuss the arrangement and confirm participant details.

2

Individual pre-meeting interviews held with each family member.

3

Two-hour facilitated conversation at our office or agreed venue.

4

Written summary produced and shared with the family.

Coordination Fee

MYR 3,950

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Which Session Is Right for You?

Document
Session
Workshop
Series
Family
Coordination
For individuals
For families
Document organisation
Daily-life planning
Group learning element
Family conversation facilitation
Written deliverable

Best for

Someone whose main concern is getting their pension documents sorted before they retire.

Best for

Someone two to five years from retirement who wants to think through the whole shape of the transition.

Best for

A family that has not yet had a structured conversation about how the retirement will work for everyone.

Session Fees

01 — Document Session

MYR 480

Per session

  • Two-hour in-person session
  • Printed organiser folder
  • Document location summary
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03 — Family Coordination

MYR 3,950

Per family arrangement

  • Individual interviews included
  • Two-hour facilitated session
  • Written family summary
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Professional Standards Across All Sessions

Privacy & Data

PDPA 2010 compliant. No document copies retained. Contact details used for booking only.

Consistent Process

Every session follows the same framework. Preparation materials sent in advance without fail.

Accessible Support

Questions before or after a session are welcomed by phone or email. We do not leave clients without a point of contact.

Clear Scope

All sessions are organisational and educational. We confirm this in writing before every engagement begins.

Not sure which session fits?

A short conversation with our team is often the simplest way to find out. We can talk through your situation and point you toward the session that would be most useful.

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