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 100 planners, and more than 20 offices across Australia, Bridges has been helping people reach their financial goals for over 35 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 to choose a financial planner read our article. 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.

Research tools

My Wealth Report*

Would you like a complimentary personalised wealth report? Thanks to our Financial Planning partner Bridges, you can! My Wealth Report can give you insights into your finances and help you project your financial future. All you need is 10 to 15 minutes and some information on your existing financial situation.

Get started

Go to wealthreport.bridges.com.au and enter the coupon HERITAGEBANKMEMBER to get started.

Get My Wealth Report

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.