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WealthAhead II Savings Insurance Series1

Grow your wealth, witness the legacy

【Limited time offer】Apply and enjoy total rewards2 of up to 80% of the annualised first year premium3

WealthAhead II Savings Insurance Series1

Grow your wealth, witness the legacy

【Limited time offer】Apply and enjoy total rewards2 of up to 80% of the annualised first year premium3

Be ahead with WealthAhead

WealthAhead II Savings Insurance Series empowers you to grow your wealth with adaptability, allocate it with precision to match your vision, and pass it on with clarity and care — helping you stay one step ahead through every stage of life.

【Limited offer】

Apply and enjoy total rewards2 of up to 80% of the annualised first year premium3

‣ Up to 31% premium refund2
‣ Up to 4.5% p.a. guaranteed preferential interest rate on prepaid premiums2,3

How should one plan their life with limited income?

Thinking about planning for the future but haven’t started yet?

Over 90% of respondents believe it’s important to plan financially for unexpected life events, yet only 29% have taken action4. By arranging wealth transfer early, you can ensure your loved ones are protected and avoid disruptions caused by unforeseen circumstances.

Are you a sandwich generation? Plan ahead for three generation

49% of the “Sandwich Generation5” hope to secure their family’s future while also planning for their own4. With various challenges and rising living expenses, early financial planning and wealth accumulation allows flexible wealth allocation tailored to your family’s needs—supporting each loved ones in achieving their personal goals.

Raising a child costs an average of HKD 6 million6?

An average annual expense of HKD 280,000. Education costs continue to rise each year, with projected expenses reaching HKD 6.5 million by 20307. Start planning early to secure your child’s future.

Product Highlights

【First-in-market⁸】 Wealth Master Service⁹

✔ Allowing up to 3 recipients to receive the withdrawal proceeds in a tailored pattern, providing income streams support

Flexibly manage your assets with up to 9 policy currencies

✔ Choose from up to 9 currencies, including RMB, USD, GBP, EUR, CAD, AUD, SGD, HKD and MOP¹⁰

✔ Unlimited times of Currency Conversion Option¹¹, adapt to market changes and minimize currency risk

【First-in-market¹²】Dual-currency accounts to lock in policy value¹³

✔ Policy Value Lock-in Option¹³ allows customers to secure returns at the right time, reducing the impact of future market fluctuations on policy value

✔ Setting up Prime Currency Account and Global Currency Account is like having flexible cash reserves. Customers can earn interest in respective currency

Generational wealth transfer

✔ Heritage Protector Option¹⁴: Appoint a contingent owner to ensure planned wealth succession in case of designated succession event; or assign an interim owner to entrust the policy to a trusted person for management until contingent owner reaches the designated age

✔ Unlimited changes of the insured and designation of contingent insured¹⁵, with coverage extending up to age 138¹⁶ of the latest insured

WealthAhead II Savings Insurance Series

Legacy is not a distant future, it’s a decision you make today.

Whether it's securing your family's stability or empowering your children's growth, early planning brings your vision to life sooner.

With AXA’s WealthAhead II Savings Insurance Series¹, you can grow your wealth and plan your legacy early through trust arrangements, helping you turn aspirations into reality for your loved ones.

Want to learn more about the plan?

Get a free consultation, and our financial advisors will provide tailored recommendations to suit your needs.

Recognition from international credit rating agencies:

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    Want to talk to us?
    Please input correct information.
    We can only discuss insurance matters with you when you are in HK.
    Please input correct information.
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    By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.

    Please read and agree the above terms and conditions.
    Want to talk to us?
    Please input correct information.
    We can only discuss insurance matters with you when you are in HK.
    Please input correct information.
    Please input correct information.
    Maximum 250 characters
    *Required

    By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.

    Please read and agree the above terms and conditions.
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