24 September 2021: Please be aware of the “Flubot” scam targeting mobile phones across Australia. Learn more.
Investment
Let us help you reach your investment goals sooner with our range of investment products designed to help you plan for your retirement, invest your savings or invest in property.
Investment advice
Financial Planning
Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice.
How can a financial planner help?
Financial planning involves developing a strategy specifically for you to help you reach your financial goals, no matter what your age.
Retirement planning
Secure Super Account
A retirement savings account, which offers all the tax advantages of a superannuation fund, with the capital-guaranteed security of a term deposit.
Pension Plus pension account
If you are 55 years or older and retired, or receive an Australian government pension, this account gives you secure access to your money while earning a competitive interest rate.
Invest your savings
If you have a sum of money to invest, comparing returns is a great way to make your money work harder for you. Whether you're seeking professional advice, or managing your own investment portfolio, you might like to consider a Term Deposit or flexible Online Saver account.
Deposits at Heritage are backed by the Government Deposit Guarantee up to $250,000.
Self-managed Superannuation
Self-managed Super Fund Account
Organise your self-managed retirement funds in one place with Heritage. Open your self-managed super fund account and competitive interest rates and low fees.
Self-managed Super Fund Loan
Use your self-managed retirement funds as equity to purchase an investment property through your Self-managed Super Fund with a Company Trustee.
Invest in property
I want to Invest in Property
Let us help guide you through the preparation process of one of your biggest financial commitments - investing in property.
Principal & Interest Repayment Calculator
How much principal and interest are you paying on your home loan each month? Use this calculator to find out. Plus, calculate how to pay your loan off sooner.
Customer Owned Banking you can bank on.
Established in 1875, and with more than $11 billion in assets, Heritage is one of Australia's largest Customer Owned Banks.
We are here to help
Our specialists will help you find the right product and support you through every step of the purchase.
Or call 13 14 22 to speak to an expert