Protected Investments

Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.

Open Financial Services have advisers who are experts in the AXA North investment platforms.

AXA North is the multi-award winning wealth management solution from AXA that enables you to invest with confidence.

Importantly, AXA North can guarantee your investment against loss. With turbulent markets this is a distinct advantage. This is a time of caution and capital preservation. Simultaneously, it is a time to seek the right opportunities. With North, you can do both.

AXA North offers 3 flexible investment plans:

AXA North Investment Platform- has been developed to appeal to a wide range of investors wishing to protect their personal savings. AXA North Investment is also an ideal solution for those investors who have established their own self-managed super fund (SMSF) and require control and flexibility in relation to their investments.

AXA North Personal Superannuation.

AXA North Personal Pension.

AXA North offers two forms of guarantee:

Protected Investment guarantee*

guarantees to return the value of your original investments over 5 or 7 years

for investors who seek to insure their accumulated wealth over the short term

Protected Growth guarantee*

guarantees both the value of your original investments and additionally, any market growth on those investments. Any growth is locked in annually, with available guarantee terms of 10, 15 and 20 years.