Contact Us
- Melbourne Office
G4 100 Dorcas Street Southbank VIC 3006
- Brisbane
The Greenhouse, Level 4/97 Boundary Street West End, QLD. 4101
- Phone
Contact us
Frequently Asked Questions
What services do you offer?
We provide tailored lending solutions across three key areas: business and asset finance, corporate advisory and M&A, and residential and investment property loans. Each division is built to serve the unique needs of clients at different stages of their financial journey.
How is Heritage different from a traditional bank?
Unlike banks, we are a brokerage that works across a wide panel of lenders. That means we can compare options, negotiate on your behalf, and structure finance that suits you not just what fits a standard policy.
Do you only work with large businesses or high-net-worth individuals?
No. We work with a wide range of clients – from first-time property buyers and family-run businesses to established corporations and experienced investors. Our approach is flexible and always client-first.
What lenders do you work with?
We’re accredited with all major banks as well as a wide network of non-bank and specialist lenders. This allows us to offer more choice and competitive terms for both commercial and residential clients.
Can you help if I’ve already been declined by a bank?
Yes. Many of our clients come to us after being turned down elsewhere. We specialise in complex scenarios and can often find solutions through alternative lenders or smarter structuring.
Where are you based, and do you work with interstate clients?
We have offices in Melbourne and Brisbane, but we work with clients all across Australia. Many of our consultations are done over the phone or via video, and we regularly travel for key projects.