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People First - How Heritage Does Business

At Heritage, we are focused on and committed to putting ‘People first’.
This isn't just words.

Our values, the principles that underlie our business and guide our decisions, reflect this People first philosophy.
At Heritage, our values are:

  • Integrity 
  • Excellence and
  • The community

We want Heritage to be a superior financial services company providing:

  • Industry best service
  • Strong financial results
  • A great place to work 
  • Supporting the communities we live and work in

For you, this means:

  • Fair pricing, fees and charges
  • Flexible products 
  • Great staff with a ‘can do’ attitude
  • Simplified processes 
  • Active community engagement
  • Security

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