Let us help you reach your investment goals sooner with our investment products and services that can help you plan for your retirement, invest your savings or invest in property.

Investment advice

Two older women happy with iPad
Financial planning 
Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice. 

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

Purchase residential or commercial property on commercial terms with our Self Managed Super Fund (SMSF) Fully Drawn Loan. 

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

Buy an investment 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 since 1875. In a world where so much has changed, our mission to put people before profits, never has. Learn more

We're available to support you through your investment journey and answer any questions you may have.

If you'd like to talk to our specialists about our retirement, investment or financial planning products, tap here for live assistance.