About the firm
Straight lines, since 2007
Founded by Serena Foong after eleven years inside a bank, Plumbline has spent nearly two decades giving Malaysian households one plan they could actually follow.
The record
Eighteen years of plans that held
- RM 900m
- In household and business assets under advice
- 2007
- Advising Malaysian families and owners since
- 1,400+
- Financial plans written and reviewed
- 0
- Product commissions taken — we are fee-based only
Regulated, fee-based and answerable only to you
Securities Commission licensedFee-based — no product commissionsCFP CERT TM professionalsFPAM member firmFIMM-registered advisersAdvice in writing, every time18 years in practice
The people you retain
Advisers, not a call centre
In financial planning the person is the product. These are the licensed planners who will actually build and run your plan.
Start the conversation
See your plan before you commit to it
Book a free discovery call. You will leave with a clear next step, whether or not you decide to engage us.