5 property investment strategies
When investing in property you need to be clear with yourself on how you intend to make money from the investment. Here's 5 popular strategies.
Learn more
Investment
Let us help you reach your investment goals sooner with our range of investment products and services.
How we can help
Financial Planning
Whether you are at the beginning of your working life, planning to expand your family, or are well established and looking towards retirement, professional financial advice can make a difference.
Term Deposits
A term deposit gives you a fixed interest rate for a nominated term. This means you’ll know exactly what your investment is worth ahead of time.
Share Trading
Heritage Share Trading is designed to give you greater control over your finances and investments.
Superannuation
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.
Self Managed Super Fund
A self managed super fund is a way to save for your retirement. As the name suggests, the investments are self managed, meaning you’re in charge.
Leveraging Your Superannuation
Superannuation funds can borrow money to purchase an investment property. See how we can help you do this.
These articles may help you
7 steps to reviewing your budget
Reviewing and setting out a budget can feel overwhelming. Here's 7 steps to help review (or create) your budget from home.
Learn more
Breaking down investment jargon
Looking at investing? Here's a list of jargon you might come across in the process.
Learn more
Investment property expenses you may be able to claim
While doing your tax return is a yearly event it can come with some stress. Start keeping things in order now to help when you do this year's return.
Learn more
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