Our

Approach

At Heritage Finance our business model is about getting out there in front of people – from Toowoomba to Tasmania. We’re on the road every month, catching up with clients, talking about local issues, finding out about what’s important in your world. And that’s where you’ll find there’s nothing vanilla about us: we talk to you until we find out who you are and what you want, and then we start finding you solutions.

With us you won’t get a computerised answering machine when you call up – you’ll get us on the phone, alive and well and ready to talk. Because the day we don’t add value we just become part of the pack. And that’s what we’ve never been. We are different – we know that what we offer, and the way that we do business, is something unique.

We believe it’s the little things that count. Like staying in touch, doing what you say you’re going to do, never letting a client down. We call them the little disciplines. It’s the little disciplines in our day that make yours better.