Safeguarding Your Future
and Your Loved Ones
with Futureproof Advisory
Safeguarding Your Future
and Your Loved Ones
with Futureproof Advisory
Latest News
6 Things You Need To Know About Personal Insurance
Types on Insurance in Malaysia
Develop your Financial Goals
What We Do
Financial Planning
Customise a unique financial plan to achieve all your life goals for you and your whole family.
Investment
Chose to invest in a diversified range of investment classes customized towards your unique personal investment asset allocation.
Protection
Protect your family from unwanted financial challenges, accidents, medical emergencies, and other unplanned events.
Estate Planning
Prepare for wealth transfer that allows for beneficiaries to be properly taken care of using will and wasiat.
Debt Management
Get advice on how to manage and consolidate mounting debts. free up monthly cash flow to fulfil your financial goals.
Family Business Advisory
We help businesses and families build the foundation to preserve your business and family legacy for the future generations.
Financial Planning
Customise a unique financial plan to achieve all your life goals for you and your whole family.
Investment
Chose to invest in a diversified range of investment classes customized towards your unique personal investment asset allocation.
Protection
Protect your family from unwanted financial challenges, accidents, medical emergencies, and other unplanned events.
Estate Planning
Prepare for wealth transfer that allows for beneficiaries to be properly taken care of using will and wasiat.
Debt Management
Get a advice on how to manage and consolidate mounting debts. free up monthly cash flow to fulfill your financial goals.
Family Business Advisory
We help businesses and families build the foundation to preserve your business and family legacy for future generations.
Meet Our Team
Meet our friendly and diverse team of dedicated professional wealth planners that go the extra mile to guide and inspire our customers to protect their income and grow their wealth.
We strive to be a part of all their major life events and celebrate as they achieve their life goals while evading life’s unexpected curveballs. Get ready to FutureProof your life NOW!
Yimei
Founder
Carmen Phang
Wealth Planner
Yin Ling
Wealth Planner
Jason Khoo
Wealth Planner
Kenny Loh
Wealth Planner
Leanne Wong
Wealth Planner
Jivan
Wealth Planner
Agent Codename: Yoke MeiΒ
Alias: The Founder aka Mummy
Bio: Leads a Million Dollar Agency with over 16 years of in depth knowledge in financial planning. She has over
1000 clients under her portfolio and assisted them in achieving their financial goal. Yoke Mei has also garnered
and received numerous accolades, recognition and awards namely MDRT, Star Club Achiever and more!
Key Traits: Loves to nurture and cares for her βbabiesβ and her clients, persistent, humble, enjoy learning and
helping others. Her big wide smile will brighten the entire room and her contagious laughter will infect everyone
around her!
Main Mission: Lead the team to build their own successful businesses and protect as many families as possible!
Special Ability: Leader of Life Planners (think Professor X), Life Insurance, General Insurance, Estate Planning,
Investment
Special Interest: K Dramas, C Dramas, Plants, Food, Luxury Goods and Big Boys Cars
Agent Codename: JivanΒ
Alias: The peopleβs ManΒ
Bio: Jivan was a former Mechanical Engineer turned Wealth Planner. His customer list consists of mostly Gen Ys who wants to manage their finances wisely and achieve their financial goals
Key Traits: Sociable & Cheerful, enjoy meeting people from all walks of life
Main Mission: To be a financial planning provider to the Gen Ys
Special Ability: Willing to help people, multitask
Special Interest: Carrom, and playing carrom while having a Conversation as well
Agent Codename: Leanne Wong
Alias: LeanOnLeanne / HamsterΒ
Bio: With over 6 years of experience, she helped more than 100 clients build customized insurance policies tailored to each clientβs specific personal, business and life insurance needs. Her personal achievements include Starclub 2019 and LifeClub Achiever.
Key Traits: She is easy-going, playful and silly at times but when it gets down to the nitty-gritty of work, she can be a perfectionist, problem-solver, self-motivated and resilient.
Main Mission: Lean on Leanne and youβre in good hands.
Special Ability: Organized and able to safeguard your income for future.
Special Interest: Fitness lover and binge watcher (she likes to watch series to unwind at the end of the day)
Agent Codename: Kenny Loh
Alias: The Storyteller
Key Traits: Passionate about his work and getting the personβs story.
Main Mission: Itβs all about taking care of people.
Special Ability: Understands a business ownerβs unique requirements due to his experience.
Special Interest: Kenny is a published book author and photographer.
Agent Codename: Loke Yin Ling
Alias: The Trainer / Communicator
Over the past 5 years, Yin Ling has cultivated a base of loyal clients who look to her for professional advice that is simple to understand, especially for matters of financial planning. Notable recognitions include the PRUService Mark Award by LIMRA and the LifeClub Achiever Award by Prudential.
Key Traits: Free Smiles (with dimples!), Immense Listening Powers, Effective Communicator, An Ambivert, A Legit Foodie, A Caring Empath.
Main Mission: To create a genuine connection with people that comes from a place of love, care and respect.
Special Ability: Advocates Future-Income building for the masses, with special attention to Business Owners for Legacy Preservation.
Provide clients with a safe space to express themselves with ease and openness.
Special Interests: Personalization, Sharing Knowledge, Journaling with Pen & Paper, Practise the Piano, Organizing (think: Marie Kondo), Breathwork, Netflix, Stationery and Notebook hoarder.
Agent Codename: Carmen Phang
Alias: The Deputy
Bio: 10 great years in providing Financial Services, recognised as Million Dollar Protector by Prudential & granted Pru Service Mark by LIMRA. Specialist in Business Insurance & Estate Planning
Key Traits: Social Intelligence, young at heart, gratitude, caring
Main Mission: βThe time to repair the roof is when the sun is shining β
Special Ability: Business Insurance / Estate Planning
Special Interest: Urban gardener, a photographer that roams on street
Agent Codename: Jason Khoo
Alias: The Fun Guy
Bio: Jason left the entertainment industry after 20 solid years, at the height of his career, in search of something
meaningful, to give back to the community. He joined forces with The Founder aka his wife in 2020 to build
FutureProof Advisory in order to safeguard families against lifeβs risks and uncertainties and achieve financial
freedom
Key Traits: A Keen Learner, Inquisitive, Fun, Young at Heart, Joyful, Creative, A Social Creature with Heart
Main Mission: To build and instil my personal brand into a top of mind awareness for customers and clients
whenever they think of insurance, investment and all that jazz! Plus, he is always up for a goss or two.. or as a
shoulder to cry on or to lend a helping hand!
Special Ability: Evolve & Adapt, like a Chameleon
Special Interest: The M&Ps – Movies, Music, Magic, Money/ Photography, Pokemon, People Watching
Testimonials
Total Number Of Families protected
Families Protected
Our Affiliates
