Words from people who attended
our workshops

"I signed up for the Retirement Roadmap Workshop after my HR department mentioned it. I went in thinking I had a reasonable handle on my EPF situation. I came out with three things I needed to change, and for the first time, an actual number for what I needed to save. That was worth more than the whole fee."

"The Estate and Legacy Dialogue was exactly what my husband and I needed. We had been putting off writing our wills for five years, mostly because we did not know where to start. The session on nominees and joint tenancy alone was eye-opening. We walked out with a checklist and booked our solicitor appointment the same week."

"As someone self-employed, I always felt the retirement workshops I saw were designed for people with regular salaries. This one actually addressed my situation directly — irregular income years, voluntary EPF contributions, the gaps I had let accumulate. The follow-up call with Rosnani was also genuinely helpful."

"I attended the Comprehensive Financial Review Programme last November and received my written report in December. Seeing everything laid out — insurance gaps, debt load relative to my timeline, investment mix — was confronting but enormously helpful. I have already made two significant changes based on the report's priority list."

"I want to be straightforward: I attended with a lot of scepticism. I assumed it would end with someone trying to sell me a product. It did not. Three sessions, no pitch, no follow-up email about unit trusts. Just a workbook, a phone call, and a clear sense of what I need to do over the next two years. I recommended it to my brother immediately."

"The Wasiyyah session in the Estate Dialogue was something I had been wanting to attend for years. My siblings and I had disagreements about how my father's assets were handled, and I wanted to make sure my own affairs were structured clearly. Kavitha answered questions I had not even thought to ask. The digital pack is still on my desktop."

"My wife and I took the Comprehensive Financial Review Programme together. Having both of us in the same sessions, working through the same exercises, made a real difference. We argued less about money decisions afterwards — not because the money was better, but because we finally had the same understanding of our situation."

"I was nervous about the group setting — I did not want to share my financial situation in front of strangers. But the facilitator made it clear that no one was required to share specific numbers. The exercises were personal. The discussion was general. That balance was well handled. I would take another programme if I had the time."

"I had already retired early when I attended the Comprehensive Review. I thought it would be less relevant for me. It was not. Session 4 on investment positioning in drawdown — how to take from different pots in the right order — was something I had never seen addressed clearly anywhere else. That session alone changed how I think about my monthly withdrawals."