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.
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