5 July 2022: Heritage is currently reviewing its position in relation to the RBA's decision to increase the Official Cash Rate. We'll make an announcement here as soon as we finalise our decision.
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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.
Retirement
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
If you are 55 years or older and retired, or receive an Australian government pension, you can choose a Pension Plus account. Get secure access to your money and earn a competitive rate of interest.
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 your savings
Whether you're seeking professional advice, or managing your own investment portfolio, comparing potential interest returns can be a good place to start when thinking about investing your savings.
Savings accounts
If you're looking to put money away for a rainy day, earn bonus interest or save online with flexibility, we have saving account options that may suit you.
Invest in property
Guide to investing 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.
Deposits at Heritage are backed by the Government Deposit Guarantee up to $250,000.
People first. Always.
We've been committed to Australian communities for over 145 years. In a world where so much has changed, our mission to put people before profits, never has.
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