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Financial Planning

Financial planning

A Heritage Financial Planner will put your future first and advise you about how to plan for the secure and comfortable retirement you deserve.

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No fees means more for you

No fees means more for you

Don’t let fees and charges eat into your hard earned cash. Open a Simply Access account and you won’t pay monthly account keeping fees.

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Term Deposits

At Heritage we put People first with some of the best term deposit rates around. Whatever your investment goals, Heritage will help you get there sooner with a high interest term deposit.

Find the right term deposit for you

3 Months

Get a great 3.30%p.a for three months. Available for term deposit amounts of $5,000 or more.

5 Years

Are you looking for a long term investment with a great interest rate? Heritage offers 4.20%p.a for $5,000 or more for 5 years.

6 Months

Get a great 3.35%p.a for six months. Available for term deposit amounts of $5,000 or more.

Other term deposits

Heritage has some of the greatest high interest term deposit rates around. See for yourself.

12 Months

Get a great 3.50%p.a for twelve months. Available for term deposit amounts of $5,000 or more.

Government Guarantee

Deposits with Heritage are protected under the terms of the Australian Government Guarantee.