Nicole Heales

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New financial year, new you

July 5, 2024 By Nicole Heales

A new financial year can bring a chance to reset and focus on your investment goals. For many, a new year brings new beginnings and a chance to ... Read More

Financial Planning, Investment, Tax

How to reduce your mortgage interest rate and fees 

July 4, 2024 By Nicole Heales

With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket and can keep ... Read More

Finances, Investment, Mortgage

7 ways to get ready for tax time 

June 26, 2024 By Nicole Heales

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits.  Understand your sources of ... Read More

Finances, Financial Planning, Lifestyle, Tax

Super and tax – what’s changing on 1 July 2024

June 26, 2024 By Nicole Heales

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of ... Read More

Financial Planning, Money Management, Superannuation, Tax

6 things to consider before investing 

June 4, 2024 By Nicole Heales

Investing your money may be an effective way to help you build long-term wealth.  While it can seem overwhelming at times, given the breadth of ... Read More

Financial Planning, Investment, Superannuation, Tax

Do you know your Total Superannuation Balance (TSB)? You should! 

June 4, 2024 By Nicole Heales

The total superannuation balance or TSB was a significant change introduced as part of the Government’s superannuation reform package, taking effect ... Read More

Finances, Investment, Retirement, Superannuation

Helping your parents financially while saving for retirement 

June 4, 2024 By Nicole Heales

Many people are finding themselves in a situation where they need to provide financial support to their aging parents.  Balancing the ... Read More

Health and Wellbeing, Lifestyle, Money Management, Retirement

How women can future proof their wealth 

June 4, 2024 By Nicole Heales

Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small steps ... Read More

Finances, Financial Planning, Investment, Retirement

Social media scams: Who’s really following you? 

June 4, 2024 By Nicole Heales

Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow ups. Find out ... Read More

Health and Wellbeing, Lifestyle

The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers

May 21, 2024 By Nicole Heales

The First Home Super Saver Scheme is a valuable initiative to help first time buyers overcome the challenges of entering the property ... Read More

Investment, Mortgage, Mortgage Brokering, News, Superannuation

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INDUSTRY AWARDS

  • Winner – Most Influential Financial Planner 2019
  • Power50 – 50 Most Influential Advisers in Australia 2019, 2018 and 2017
  • Finalist – Female Excellence in Advice 2018 and 2017
  • Finalist – Industry Thought Leader of the Year 2018
  • Finalist – Holistic Adviser of the year 2018
  • Winner – Most Inspirational Woman in Financial Planning 2017
  • Finalist – Financial Adviser of the Year 2017 and 2016

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15 Howard Street Beulah Park SA 5067
Mobile: 0417 167 024

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What’s news for you

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  • Why you need insurance, what are your options?

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Nicole Heales ABN 64 871 906 280 is an Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969. AFSL 223135 (Authorised Representative Number 312479).

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