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Financial Planning

Financial planning is a major life decision. Our Financial Planners put People first by making these complex topics much simpler. They’ll help you set up the happy and secure retirement you deserve – whether it’s 4 or 40 years away.

Find the right product for you

Heritage Financial Planning

Make your money work as hard as you do with the help of a Heritage Financial Planner

How can a Heritage Financial Planner help me?

Discover the advantages of financial planning.

Make an appointment

Meet with a Heritage Financial Planner.


Ensure your money earns a healthy return with Heritage’s Secure Super retirement savings account.

Superannuation members pre February 2011

Individual superannuation accounts open as at 28 February 2011 were transferred to MAP Super. Please call Map Super on 1800 640 055 for further information about these accounts.

* Based on a $150,000 loan over 25 years. WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate.