Sundial
LANE
Quiet garden setting with afternoon light, representing the calm and structure of Sundial Lane sessions

Our Story

Helping Malaysian Families Find Their Footing in Retirement

Sundial Lane was started because too many people arrived at retirement age holding folders of documents they had never properly read. We set out to change that — one session at a time.

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Who We Are

The Story Behind Sundial Lane

Sundial Lane opened its doors in 2016, in a rented room just off Jalan Bangsar. The idea was straightforward: bring a small group of adults together, sit down with their folders of paperwork, and spend a morning working out what everything actually said.

The founders — a former HR manager and a community facilitator who had spent years running adult learning workshops across Selangor — noticed the same pattern repeating. People were filing away documents they had received from EPF, from former employers, from the Inland Revenue Board, without really understanding what those documents meant for their future. The paperwork was not complicated in concept, but the language used was technical and the format unfamiliar. Most households had no one to ask.

The first session in 2016 attracted eleven people. Word spread through a Bangsar community notice board, then through family networks in Petaling Jaya and Cheras. By 2019, Sundial Lane was running regular sessions at its current address at 38 Jalan Bangsar, along with occasional sessions hosted by community centres across the Klang Valley.

The programme has always been deliberately narrow in scope. We are educators, not advisers. We do not recommend products, refer clients to institutions, or hold any arrangement that would benefit from the financial decisions our participants make. Our sessions are structured entirely to transfer knowledge — so that after attending, a household can read its own documents, ask better questions of the right professionals, and feel less dependent on others to interpret its own records.

We remain a small organisation by choice. Keeping the team compact means we can maintain the quality and personal approach that participants tell us they value most.

400+

Households served

9

Years operating

3

Core session formats


The People

Who Runs the Sessions

A small team with backgrounds in adult education, community facilitation, and household administration.

RS

Rozita Salleh

Programme Director

Former senior HR manager with eighteen years in the private sector. Rozita designed the Retirement Records Walkthrough format and leads most group sessions at the Bangsar venue.

AH

Ahmad Hakim

Community Facilitator

Trained adult educator with a background running participatory workshops across Selangor and Kuala Lumpur. Ahmad leads the Family Conversation Planning sessions and manages the Quarterly Review programme.

LW

Lim Wei Ling

Materials & Scheduling

Responsible for all printed materials, participant communications, and session logistics. Wei Ling also assists with private one-on-one walkthrough sessions and the quarterly document review visits.

How We Work

Our Operating Standards

These are the commitments we hold ourselves to across every session and every household we work with.

Independence from Commercial Interests

We hold no referral or commission arrangements with any financial institution, insurance provider, or legal firm. The information we share serves the household attending — no one else.

Participant Privacy

Documents brought to sessions are reviewed only within that session. We do not photograph, copy, or retain participant records. All registration details are stored securely and used only for session management.

Adult Education Principles

Sessions follow established adult learning practice: participant-centred, paced to the room, respectful of prior knowledge. No participant is made to feel inadequate for not having understood their documents sooner.

Scope Clarity

We are consistent about what we are and are not. Sundial Lane is an educational programme. Facilitators do not provide financial, legal, tax, or medical advice and will say so plainly if a question falls outside our scope.

Participant Feedback

Every session ends with a written feedback form. Responses are read by the programme director and used to adjust session content and pacing. We have maintained an average satisfaction score above 4.5 out of 5 since 2018.

Accessible Format

Group sessions are limited to twelve participants so that every person receives attention. Materials are available in both English and Bahasa Malaysia. Sessions can be conducted bilingually when the group needs it.


Retirement Document Education in Kuala Lumpur

Many Malaysians approaching retirement age have accumulated years of correspondence from EPF, former employers, the Inland Revenue Board, and private pension schemes — but have never had the opportunity to sit down and make sense of it all together. Sundial Lane fills a gap that financial advisers, accountants, and legal professionals do not typically cover: the purely educational work of reading documents, understanding what they contain, and deciding how to organise them for practical household use.

The Retirement Records Walkthrough covers the most common categories of retirement-related paperwork encountered by Malaysian households: EPF and KWSP annual and withdrawal statements, employer correspondence on gratuity and terminal benefits, Inland Revenue Board tax records, and personal identity and estate-adjacent documents such as the MyKad, will documentation, and insurance correspondence. The session explains what each document records, how to verify its accuracy, and how to organise it for retrieval when needed.

The Family Conversation Planning session addresses a different need: helping adult children and their parents find a structured way to discuss household finances, shared responsibilities, and forward planning across generations. These conversations are often delayed because families lack a starting point and a format. The session provides both, in a facilitated setting that respects each participant's pace and perspective.

The Quarterly Document Review programme is designed for households that want the benefits of the initial workshop sustained across the year. As new EPF statements arrive, as employment situations change, and as household circumstances shift, the folder assembled in the walkthrough session needs to be refreshed. The quarterly visits provide a regular touchpoint for that maintenance — purely organisational, with no advisory function.

Sundial Lane has served households across Kuala Lumpur, Petaling Jaya, Subang Jaya, and the broader Klang Valley since 2016. Sessions are available at the Bangsar venue and, for the quarterly programme, at participant homes throughout the area.

Take the Next Step

Book a session or ask us a question — we are happy to help you decide which option fits your situation.

Contact Sundial Lane