Nicole Heales

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Managing the finances of a parent with dementia

May 18, 2021 By Nicole Heales

Talking about finances is rarely straight forward, particularly with family members, but things become even more complicated when a loved one is ... Read More

Estate Planning, Finances, Health and Wellbeing, Lifestyle, Money Management

Get your affairs sorted with an estate plan 

February 4, 2021 By Nicole Heales

It’s an uncomfortable truth, knowing that one day we will pass away. No-one likes to think about the distress it will cause their loved ones or what ... Read More

Estate Planning, Financial Planning, Insurance, Superannuation

Why you need a will

October 15, 2020 By Nicole Heales

It’s no wonder people tend to avoid making a Will. We can find it hard to face the fact that death is part of our future and that there may be a time ... Read More

Estate Planning, Financial Planning

Who inherits your super?

June 17, 2020 By Nicole Heales

There are only certain people who can inherit your super when you die. There are also two different types of nominations you can make. Here’s what you ... Read More

Estate Planning, Finances, Superannuation

How to overcome a financial setback

February 19, 2020 By Nicole Heales

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d ... Read More

Estate Planning, Finances, Money Management

Putting a value on your potential

November 18, 2019 By Nicole Heales

What is your most financially valuable asset? The answer to this question could be quite different depending on your age. A younger person may say ... Read More

Estate Planning, Financial Planning, Insurance, Lifestyle

Going solo in retirement

November 11, 2019 By Nicole Heales

While divorce rates have fallen in Australia in recent years, there is one age group where it’s becoming more common. In the two decades to 2017, the ... Read More

Estate Planning, Investment, Lifestyle, Retirement, Superannuation

What happens to my super when I die?

June 16, 2019 By Nicole Heales

You may not be aware that how and in what proportions your super is distributed can’t be covered in your will unless you’ve made the necessary ... Read More

Estate Planning, Financial Planning, Retirement, Superannuation

7 ways to invest in your future

April 7, 2019 By Nicole Heales

One fact of life is certain, we don’t stay young forever. As we grow older, everyday tasks can become tiresome; we suffer inevitable aches and pains ... Read More

Estate Planning, Finances, Financial Planning, Lifestyle, Superannuation Budget, Estate Planning, Health, Life Insurance

5 tips for a stress-free conversation about your will

August 21, 2018 By Nicole Heales

No one likes unpleasant surprises. Talking about your Will with your family can be stressful, but it can also help to avoid a worse situation when you ... Read More

Estate Planning, Financial Planning, Money Management Estate Plan, Family, Women and Money

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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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Mobile: 0417 167 024

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What’s news for you

  • Three ways to plan for your 30s
  • How to find your lost super
  • Can I go back to work if I’ve already accessed my super?
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  • When markets are volatile, it pays to stay invested
  • When can you access your super? 
  • The biggest financial mistake women are making according to an economist
  • The benefits of starting an investment portfolio early  

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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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