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Financial Planning & Superannuation

Make the most of your retirement and live the lifestyle you’ve been planning for. A Heritage Financial Planner can give you the advice you need to effectively plan for the future, minimise tax and get the most out of your retirement savings, while our Secure Super Account is a straightforward way to secure your superannuation against fluctuations in the global economy and earn a guaranteed return.

Financial Planning Financial Planning

Superannuation Superannuation

How can a Heritage Financial Planner help me?

If you want to retire with more money to live the lifestyle you want, talk to a qualified Heritage Financial Planner. It could change your life.

Heritage Financial Planners offer a wide range of advice, including:

  • Minimising tax
  • Superannuation
  • Getting the most out of your retirement savings
  • Investments
  • Gearing
  • Life insurance
  • Income Protection

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Make an Appointment

Your first consultation is free so why not make an appointment today?

Make an Appointment 

What is a Secure Super Account?

Heritage Bank’s Secure Super Account is a special type of bank account approved for superannuation savings and pensions. It operates in a similar way to a traditional superannuation fund, with all the normal benefits, but unlike a super fund, the account is protected by the Australian Government’s deposit guarantee.

There are also no fees and interest is paid at a rate that tracks 0.5% above the official cash rate of the Reserve Bank of Australia – so you know exactly how much you earn.

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Apply Now

You can apply for our Secure Super Account online right now. Just like the account itself it’s simple and secure.

Apply Now

Self Managed Super Fund loan

Superannuation funds can borrow money to purchase investment property. Heritage can help provide you with the capacity to borrow funds to purchase and own investment property, which can help you achieve your retirement goals faster.

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* 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.