Nicole Heales

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Tailoring life insurance as you age

April 19, 2024 By Nicole Heales

Life insurance comes in many forms, and it’s important to consider tailoring your cover to suit your needs as you move from one life stage to the ... Read More

Finances, Financial Planning, Insurance, Lifestyle

Maximising wealth together: Super contributions for your spouse

April 2, 2024 By Nicole Heales

Maximising super contributions for your spouse is a smart financial move that can benefit both your partner and your family's long-term financial ... Read More

Finances, Financial Planning, Investment, Lifestyle, Superannuation

How first home buyers accessed $415m under the First Home Super Saver Scheme

April 2, 2024 By Nicole Heales

Did you know, you could take advantage of potential tax benefits inside super to save for your first home? It’s been called the Australian Dream by ... Read More

Finances, Lifestyle, Mortgage, Mortgage Brokering, News

Five rules of money management

April 2, 2024 By Nicole Heales

No matter your income level or financial goals, everyone can benefit from developing strong money management skills. Here are five rules of money ... Read More

Finances, Financial Planning, Lifestyle, Money Management

Six easy steps women can take to improve their financial outcomes

March 11, 2024 By Nicole Heales

These empowering strategies can help women take bigger financial strides over the long term. International Women’s Day (IWD) is celebrated around ... Read More

Finances, Financial Planning, Investment, Money Management

Why women should take early financial steps

March 11, 2024 By Nicole Heales

Many women will need to do more to build up their super balances by the time they retire.  There’s a plethora of data showing women, on average, ... Read More

Finances, Financial Planning, Investment, Lifestyle, Money Management

What to do if you’re 55 and have no retirement plan

February 29, 2024 By Nicole Heales

Key takeaways Strategies for fast-tracking your retirement savings nest egg, such as debt elimination, additional super contributions and ... Read More

Finances, Financial Planning, Retirement, Superannuation

The money conversations you need to have

February 29, 2024 By Nicole Heales

Although it can feel uncomfortable, talking about money is a good thing. Get some help from the experts to start positive conversations and keep ... Read More

Finances, Health and Wellbeing, Lifestyle, Money Management

Make your money work harder – pitfalls to avoid

February 29, 2024 By Nicole Heales

If there’s one rule of thumb for investors to remember, it’s that “if it looks too good to be true, it probably is.” Be aware The expression “a fool ... Read More

Finances, Financial Planning, Investment, Lifestyle, Money Management

An introduction to managed funds

February 29, 2024 By Nicole Heales

Managed funds may give you access to a broader range of investment types by pooling your money together with other investors. Find out how they work ... Read More

Finances, Financial Planning, Investment, Money Management

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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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What’s news for you

  • How much super do I need to retire in Australia?
  • Protecting your money – Cybersecurity and scam awareness
  • Having the money talk with your partner
  • How to get out of debt
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  • Understanding longevity risk in retirement
  • Why you should write a Will
  • Three ways to invest for passive income

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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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