How we can help
Let us help you take control of your financial future. Learn more about our Financial Planning services, Self-managed Super Fund Account and Self-managed Super Fund Loan below.
Financial planning
Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice.
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
Purchase residential or commercial property on commercial terms with our Self Managed Super Fund (SMSF) Fully Drawn Loan.
Helpful articles
Experts say you should have twice your salary in savings, but is this actually true?
How does and Self-managed super fund work and how do you get a Self-managed Super Fund set up?
Having strategies in place to build your retirement savings as much as possible before you retire is an important step towards helping you enjoy your golden years.
Secure Super Account - no longer available for sale
As of 1 November 2022 the Secure Super account has been withdrawn from sale and no new accounts can be opened. Existing Secure Super accounts and account holders can continue to operate on the account including making contributions and requesting to change to a Transition to Retirement or Pension account, in accordance with the Product Disclosure Statement (a copy of which is available online or in-branch).
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.