Nicole Heales

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EOFY 2022-23: Tax return checklist and tax tips

June 20, 2023 By Nicole Heales

To help you complete your tax return, including if you’ve been working from home, this checklist outlines income and expenses you need to disclose to ... Read More

Finances, Financial Planning, Insurance, Investment, Superannuation, Tax

6 misconceptions about life insurance

June 6, 2023 By Nicole Heales

The probability of you developing a serious illness or getting involved in an accident so severe you’re unable to work, may seem highly unlikely... ... Read More

Finances, Financial Planning, Insurance

What to do when your fixed-rate home loan term is ending

June 6, 2023 By Nicole Heales

Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end. A large portion of mortgages will be ... Read More

Economy, Finances, Money Management, Mortgage, Mortgage Brokering

The link between financial health and your general wellbeing

May 19, 2023 By Nicole Heales

We often attribute things like diet, exercise, and mindfulness to maintaining good physical and mental health. But did you know that your finances can ... Read More

Finances, Financial Planning, Lifestyle, Money Management

The 2023-24 Budget

May 11, 2023 By Nicole Heales

Return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller). Key points The ... Read More

Economy, Finances, News

What’s the best way to get insurance organised?

May 1, 2023 By Nicole Heales

Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how ... Read More

Finances, Financial Planning, Insurance

Where does all my money go? Save money on your three biggest expenses

April 14, 2023 By Nicole Heales

The three biggest drains on our money are paying for housing, food and transport; and there’s no getting away from the fact that it is unlikely we can ... Read More

Finances, Lifestyle, Money Management

What to consider when choosing an investment option?

April 14, 2023 By Nicole Heales

Choose investments that are right for you. When it comes to choosing an investment option when you join a super fund, there are several key ... Read More

Economy, Finances, Financial Planning, Investment, Lifestyle, Money Management

How much will I need in retirement?

April 11, 2023 By Nicole Heales

Retirement is an exciting stage of your life — it’s goodbye to the 9-to-5 and hello to more time for hobbies, loved ones and relaxation. But while the ... Read More

Finances, Financial Planning, Lifestyle, Retirement, Superannuation

Getting smart about savings

April 3, 2023 By Nicole Heales

Saving money doesn’t come naturally to everyone. Some people are wired to save - for others it takes a bit more discipline; but developing good ... Read More

Finances, Financial Planning, 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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15 Howard Street Beulah Park SA 5067
Mobile: 0417 167 024

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What’s news for you

  • Why you should write a Will
  • Three ways to invest for passive income
  • Getting the best from your professional relationships
  • ASIC warns investment scams are on the rise
  • Australians continue to have gaps in financial literacy
  • Three simple tips to help you reach your financial goals
  • Five building blocks that could lead to a more confident retirement
  • Star performers: which investment types delivered the best returns in 2024-25? 

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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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