From people who came in with a drawer full of paper.

I attended the workshop with my sister after our mother retired and we realised we had absolutely no idea what documents she was supposed to have. The workbook was clear, the facilitator did not rush, and I came away knowing exactly what we were missing and where to start asking. Worth every ringgit.

The Household Records Index took what was a very stressful pile of documents — my father had worked for four different companies over 30 years — and turned it into something I could actually hand to a financial planner without embarrassment. The coordinator was patient and asked good questions to make sure nothing was left out.

I used the Long Paper Trail service because my husband had worked in Peninsular Malaysia, then Sabah, and the documents were spread across two states and thirty years. The coordinator kept a clear log throughout and the final summary was exactly what the financial planner said she needed to begin her work. Calm, unhurried, and very thorough.

I was not sure whether to hire a financial adviser straight away or to sort my records first. A colleague suggested Longspan and it was the right call. By the time I went to my adviser, everything was tabbed, numbered, and legible. She said it was one of the best-prepared sets of documents she had seen from a new client.

The workshop helped me understand what an EPF statement actually shows — I had been receiving them for 20 years and never really knew how to read the contribution history section properly. After the session I went home and found three statements I had never filed, which turned out to be important. Simple, useful session.

I came to Longspan after spending two frustrating weeks trying to sort my own records and getting nowhere. The coordinator took over the task without making me feel foolish about the state of things. The final index was clean, clear, and had a page listing everything still outstanding. That list alone was a relief to have in writing.