Financial Planning

Financial planning and advice can make a big difference at any stage of life, and we know that no two situations are exactly the same. 

About 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.

Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice. We, along with the Bridges team, aim to help you plan for a future lifestyle that is as good as it can possibly be with tailored financial advice and investment strategies.

About Bridges

Bridges is one of Australia's largest financial planning companies and has a focus on providing financial advice to the customer-owned banking sector. With over 170 planners, and more than 30 offices across Australia, Bridges has been helping people reach their financial goals for over 30 years.

A Bridges Financial Planner can tailor and develop a plan specifically for you, based on your circumstances, to help you reach your goals. For more information about how a financial planner can help, read our Help & Guidance article, and watch the video below. To find out more about Bridges Financial Planning and services offered visit the Bridges website.

To make an appointment with a Bridges Financial Planner call us on 13 14 22, visit your local branch or book now online.

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How can a financial planner help me?
Financial planning involves developing a strategy specifically for you to help you reach your financial goals, no matter what your age.
Super explained by Bridges
Do the things you love in retirement by making smart decisions about your superannuation savings options today. Learn more about Super with Bridges.

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.