Our Services
Three Services. One Clear Purpose.
Each service at Wasiat Seri addresses a distinct stage of pension management — from initial review through to long-term protection. All are delivered with the same patient, professional approach.
Back to HomeHow We Work
Our Approach to Every Pension Matter
Listen First
We begin every engagement with a careful conversation. Your situation and concerns are heard before any advice is offered.
Confirm in Writing
Scope, fees, and expected timeframes are put in writing before any work begins — so all expectations are clear from the outset.
Work with Care
Documents are prepared properly, authorities are contacted respectfully, and progress is monitored and communicated throughout.
Close Properly
Each matter closes with a written summary of what was done and what is now in place — a document you keep for your records.
Service 01
Retirement Review
A patient review of your pension entitlements and contributions, explained clearly. We outline your choices and give you room to decide comfortably, without any pressure. Whether you are approaching retirement or simply want to understand where you stand, this review provides a complete, structured picture.
- Full breakdown of EPF, KWAP, or relevant scheme entitlements
- Analysis of contribution history and projected amounts
- Clear written summary provided at completion
- Time to ask questions — no rush to close the meeting
- Family member may attend at no extra charge
Typical Timeline
Initial consultation + 5–7 working days to receive written summary
Service 02
Dispute Representation
Careful handling of contested or delayed pension claims, including document preparation and representation before the relevant bodies, with respectful correspondence and clear updates throughout. If your claim has not been processed, has been reduced without adequate explanation, or is being disputed, this service provides structured legal advocacy on your behalf.
- Formal correspondence prepared and sent on your behalf
- Document preparation for submissions and appeals
- Attendance and representation at relevant hearings
- Regular written updates — you are never left waiting in silence
- Written final report at close of matter
Typical Timeline
Varies by complexity and the authority involved — realistic estimate provided after initial review of your matter
Service 03
Ongoing Protection Arrangement
A comprehensive service for nominee documentation, tidy records, and scheduled reviews to keep your provisions clear. Trusted family members can be included, and follow-up support is always available. This arrangement is suited to those who want their pension provisions to remain properly maintained over time — not just at a single point, but continuously.
- Nominee documentation prepared and legally registered
- Records organised and stored in accessible order
- Scheduled annual review included at no additional fee
- Trusted family members included in the arrangement
- Follow-up support available between scheduled reviews
Scope
Initial setup: approximately 2–3 weeks. Annual review thereafter — ongoing relationship with your practitioner.
Find the Right Fit
Which Service Is Right for You?
This comparison may help you identify the most suitable starting point. If you are unsure, a short initial call is all it takes to get a recommendation.
| Feature Included |
Retirement Review RM 255 |
Dispute Representation RM 675 |
Ongoing Protection RM 1,590 |
|---|---|---|---|
| Entitlement review & written summary | |||
| Dispute filing & authority representation | |||
| Nominee documentation | |||
| Annual scheduled review | |||
| Family member inclusion | Attendance welcome | Attendance welcome | |
| Ongoing follow-up support | |||
| Best for… | Understanding your position before or at retirement | An active claim that is delayed or being contested | Long-term peace of mind & family-inclusive planning |
Shared Across All Services
Standards That Apply to Every Matter
Data Privacy
All personal and financial records handled in full compliance with PDPA 2010. Never shared without your consent.
Written Engagement
Every service begins with a written engagement letter — scope and fees confirmed before a single hour of work begins.
Bar Council Registered
All work is carried out by holders of valid Annual Practising Certificates under the Bar Council Malaysia.
Clear Communication
Updates provided regularly and without prompting. Plain language used throughout — no legal jargon without explanation.
Transparent Fees
Service Pricing
Retirement Review
RM 255
Per review engagement
- Entitlement breakdown
- Contribution analysis
- Written summary
- Q&A session
Dispute Representation
RM 675
Per dispute engagement
- Formal correspondence
- Document preparation
- Authority representation
- Progress updates
Ongoing Protection
RM 1,590
Includes annual review
- Nominee documentation
- Records organisation
- Annual review (included)
- Family member inclusion
- Ongoing follow-up support
All fees confirmed in writing before engagement. No hidden costs or additional charges without prior agreement.
Not Sure Which Service Fits Your Situation?
A brief initial call is enough to point you in the right direction. There is no charge for this, and no commitment required.