Investment

Let us help you reach your investment goals sooner with our range of investment products designed to 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. 
Retirement

Secure Super Account
A retirement savings account, which offers all the tax advantages of a superannuation fund, with the capital-guaranteed security of a term deposit.
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

Use your self-managed retirement funds as equity to purchase an investment property through your Self-managed Super Fund with a Company Trustee. 

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 for over 145 years. In a world where so much has changed, our mission to put people before profits, never has.

We are here to help

Our specialists will help you find the right product and support you through every step of the purchase.

Enquire now

Or call 13 14 22 to speak to an expert