Wealth Solutions & Wealth Planning

AXA launches "5-Year GoalSaver"

AXA Hong Kong and Macau (AXA) today announced the launch of 5-Year GoalSaver, a non-participating savings plan that helps customers to achieve fast-track short-term financial goals with life protection for a peace of mind.

With market-leading guaranteed returns of up to 4.5% p.a. 

Upon a short maturity period of 5 years, the new 5-Year GoalSaver offers an extra short premium payment term of just 2 years with an annual premium as low as USD 625. This allows customers to fuel their wealth without the burden of a long-term payment commitment. If customers choose to pay the plan's total annual premium in one go3 at the time of application, they can even enjoy a premium discount of 20.6% on the annual premium of the second policy year, enabling greater flexibility in extra savings.

Janet Lee, Chief Life and Health Insurance Officer, AXA Hong Kong and Macau, said, 'Amid the current market uncertainty, we understand that it is our customers' desire to balance their portfolios and lock in stable returns to fulfil different savings targets. The new "5-Year GoalSaver" provides competitive guaranteed returns with extra flexibility, enabling customers to cope with an ever-changing market and build their wealth with ease. It is a testament to AXA's commitment to putting customers first and matching their needs with our innovative products and services.'

Customers can apply for the 5-Year GoalSaver by completing simple and easy procedures with no medical declarations required. In the unfortunate event of the death of the insured, a death benefit will be payable to the benefi­ciary.

The 5-Year GoalSaver is offered with a limited quota. For more information about the product, please visit: https://www.axa.com.hk/en/5-year-goal-saver-savings-plan