Financial Planning

Financial planning and advice can make a big difference at every stage of life. No two situations are exactly the same so it’s important your financial plan is tailored to your situation and where you want to be in the future.

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

How can financial planning help me?

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.

About Bridges

Bridges financial planners cover a wide range of financial planning and investment services to help you achieve your financial goals.

Protecting what you love

Learn more about life insurance products designed to protect you and your family should something happen.


Super is your savings for retirement. How you spend your quality time in retirement may be directly related to how much money you have to do the things you love.

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL 240837.

This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Heritage does not accept liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.

* 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.