Our Services

Customized Financial Solutions

Empowering individuals and businesses with tailored Takaful and financial planning services. Let us guide you toward achieving your financial goals with confidence and security.

SUN HERITAGE-i

Sun Heritage-i is an investment-linked takaful plan that offers protection of up to RM5 million, without the hassle of a medical check-up. But it’s more than just financial protection.

You’ll receive estate planning benefits that can help you with legacy planning, such as writing a will or setting up a trust. This ensures that your wealth is preserved and passed on as you wish. Don’t just dream about creating a legacy that will last for generations. Let us help you make it a reality with Sun Heritage-i.

SUN PRIME LINK-i

This plan offers protection up to 99 years with no upfront fees. All your contributions will be directly allocated into your investment account right from the start to earn potential returns.

This will help you achieve your goals faster. This plan also comes with flexible coverage amount, a topup feature, and various optional riders if you are looking to enhance your coverage.

SUN HAJJ

Sun Hajj merupakan satu pelan takaful universal dengan perkongsian lebihan, anda boleh menyediakan diri untuk memenuhi kewajipan ibadah Haji anda.

Dengan sumbangan bulanan yang berpatutan bermula dari RM200, pelan takaful ini menawarkan perlindungan, simpanan dan fleksibiliti kewangan untuk membantu anda memulakan dan memenuhi kewajiban agama anda dengan tanpa kebimbangan.

SUN MEDIMAX-i

Escalating medical costs are a growing burden to you and your loved ones. It is important to have sufficient medical coverage to protect you and your family.

This ensures you can focus on other priorities like retirement and your children’s education fund. Sun MediMax-i serves as an additional layer of coverage on top of your existing medical plan to maximise your level of protection.

SUN SECURE SAVER-i

This is all-in-one takaful plan that combines savings, investments, and protection to safeguard your future. It allows you to stay protected while enjoying potential profits.

With annual cash payouts reinvested, Sun Secure Saver-i helps you strengthen your financial stability. What’s more, this plan offers a short payment term with the flexibility to choose the contribution payment term and coverage term that is best suited to your savings needs. Plan ahead for a brighter and financially secured future with Sun Secure Saver-i.

SUN LEGACY -i

This investment-linked takaful plan offers up to RM2 million protection without a medical check-up. It ensures your loved ones stay financially secure and maintain their lifestyle.

As such, it is crucial to plan ahead by preparing a will to ensure your estate is distributed according to your wishes. This plan encourages you to do so, by reimbursing your ‘wasiat’/will writing starting from the 6th contract year. Furthermore, it lets you contribute to zakat so you can fulfil your obligation as a Muslim. With Sun Legacy-i, you can have the peace of mind knowing that your legacy of love will remain intact even after you’re gone.

Why Choose Us

KZ Truvisory specialize in providing Takaful solutions tailored to your goals.
We are committed to ensuring efficiency and long-term success for every client.

01.

Proven Expertise Since 2017

With over 6 years of experience, KZ Truvisory has grown into a trusted agency under Sun Life Malaysia, boasting 15 Agency Directors and more than 300 Agency Executives nationwide.

02.

Comprehensive Financial Solutions

We specialize in Takaful and life insurance, providing expert advice to bridge gaps, identify opportunities, and create a solid financial plan tailored to your needs.

03.

Trusted Partners

Backed by prominent shareholders like Khazanah Nasional Berhad, CIMB, and Sun Life Financial, we deliver solutions supported by global and local expertise.

04.

Opportunities for Growth

Join us to transform your life through continuous learning, sharing the benefits of Takaful, and nurturing the principles of protection and mutual care.

05.

Client-Centric Approach

We work with a diverse range of industries, offering personalized plans and services to help you achieve your goals efficiently and effectively.

06.

Dedicated Marketing Experts

Our skilled marketing team is here to develop strategies that drive your business forward, ensuring long-term success.

Build Your Financial Plan NOW

Start your journey with KZ Truvisory today. Let us guide you toward tailored Takaful solutions that secure your future and help you achieve your goals.