Participant Feedback
What Households Say After Attending
These are collected from end-of-session feedback forms and follow-up correspondence. Names and details are shared with participant permission; some details have been generalised for privacy.
Back to Home4.6
Avg. rating / 5
400+
Households served
9
Years of sessions
94%
Would recommend
From Participants
Session Feedback
A selection of responses from participants who attended Sundial Lane sessions between January and May 2025.
Petaling Jaya, Selangor
I had been putting off going through my EPF statements for years — the language is so dry that I would lose patience after the first page. The morning session at Bangsar actually made sense of it. The facilitator went through each section of the statement and explained what the figures meant in real terms. I went home and read mine properly for the first time. The folder is sitting on my desk and I have actually been using it.
Records Walkthrough · April 2025
Cheras, Kuala Lumpur
My wife and I attended the Family Conversation session together with our eldest son. It is not easy to talk about these things directly — there is always some awkwardness about money in the family. The session gave us a format to follow, which actually helped. We did not finish everything in ninety minutes but we had a starting point, which is what we needed. The follow-up email two weeks later was a good reminder.
Family Conversation · March 2025
Subang Jaya, Selangor
I was managing my father's documents after he retired last year. He had papers from four different employers across thirty years and none of them were organised. The Walkthrough session was helpful for me because I could understand what categories existed and how to sort everything. We ended up signing up for the quarterly review as well, which has been useful for keeping track of the new statements that keep arriving.
Records Walkthrough + Quarterly · January 2025
Shah Alam, Selangor
I appreciated that the facilitator was very clear about what she was not going to advise on. When I asked a question about withdrawing my EPF, she explained what the statement showed but said that a decision on withdrawal was something I should discuss with a licensed adviser. That kind of honesty is actually reassuring — it tells you the session is not trying to push you anywhere. The content itself was very useful.
Records Walkthrough · February 2025
Damansara, Kuala Lumpur
The private session option was what made it possible for us to attend. My husband was not comfortable going through our papers in a group setting. The one-on-one format with Rozita worked well — she moved at exactly the pace we needed and we could ask detailed questions about specific documents we were uncertain about. We spent about four hours in total and left with everything sorted. Well worth it.
Private Walkthrough · May 2025
Klang, Selangor
I have been on the quarterly review programme since last October. Each visit takes about an hour and a half and Wei Ling goes through everything that has arrived since the last time. What I value most is that it keeps me from letting things pile up. Before I started, I had statements sitting unopened for months. Now I know exactly where everything is and what it represents. That peace of mind has been worth more than I expected.
Quarterly Review Programme · Ongoing since Oct 2024
Case Studies
How Three Households Used Sundial Lane
The Challenge
Records scattered across decades
A 58-year-old retired teacher from Ampang had documents from three different employers going back to 1989. EPF statements, pension correspondence, and tax records were spread across three filing boxes with no consistent system. She did not know what she had or what was missing.
The Session
Records Walkthrough, then Quarterly Review
She attended a group Walkthrough session in January 2025, bringing all three boxes. The session established what she had, identified three missing EPF statements from earlier employment periods, and sorted her documents into the folder system. She enrolled in the quarterly review programme immediately after.
The Outcome
Organised folder, missing records identified
Within the session, thirty-five years of documents were sorted into one folder. The three missing EPF statements were identified as pre-2001 records — the session explained where to request these. She described the result as "the most useful morning I have spent in years."
The Challenge
A family conversation that kept getting postponed
A household in Puchong included a 63-year-old father approaching retirement, his wife, and two adult children in their thirties. They knew they needed to talk through finances and responsibilities but could not find a format that felt neutral enough for everyone to engage with honestly.
The Session
Family Conversation Planning
All four family members attended a Family Conversation Planning session scheduled on a Saturday morning in March 2025. The ninety-minute session used the workbook to structure three topic areas. The session did not resolve everything, but it gave the family a shared language and a list of things to continue discussing.
The Outcome
Conversation started; structure to continue it
The family said the workbook format removed some of the awkwardness. They completed two of the three topic areas in the session and scheduled a family dinner to continue the third. The follow-up email two weeks later prompted a further conversation about the father's EPF withdrawal timing.
The Challenge
An elderly parent's documents managed remotely
An adult son living in Kuala Lumpur was managing his 71-year-old mother's household documents while she lived in Ipoh. Statements kept arriving and being filed without review. He had no clear picture of what she had or whether anything needed attention.
The Session
Walkthrough, then Quarterly Review with home visit
The son attended a private Walkthrough session in Kuala Lumpur in October 2024. The team then enrolled the mother in the Quarterly Review programme, with visits to Ipoh arranged twice a year (the remaining two conducted via her son's visits to KL with the folder).
The Outcome
Clear picture across two households
After two quarterly visits, the son said he had "a folder I can actually read and understand." The Ipoh visit arrangement required some coordination but worked. He described the quarterly programme as removing a background anxiety he had not known was weighing on him.
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Credentials
Professional Recognition
Bangsar Community Association, April 2024
Member since 2018
Independently operated since founding in 2016
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