Heritage Bank

Heritage Bank, established in 1875, has a storied heritage as one of Australia's largest customer-owned financial institutions, emphasizing a 'people first' approach. Originally based in Toowoomba, the bank has demonstrated considerable growth and resilience over nearly a century and a half. A significant milestone was achieved in March 2023 when Heritage Bank merged with People’s Choice Credit Union, signalling its ambition to lead as Australia's premier member-owned banking entity.

This merger represents a strategic move aimed at consolidating resources and expanding their market presence while maintaining a dual-brand strategy in the interim. The bank's commitment to its customers and communities remains at its core, distinguishing itself from competitors through a member-focused approach.

While the company has yet to disclose any recent investments, Heritage Bank's dedication to reinvesting in community-focused initiatives positions it as a stable and community-centric organization, appealing to values-driven investors.