Nicole Heales

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Reviewing your personal insurance policy: when, why and how

September 13, 2022 By Nicole Heales

Insurance works best when you have the right level of protection for your situation and as your life changes, so might your insurance needs. You ... Read More

Finances, Health and Wellbeing, Insurance, Lifestyle

What is the value of life insurance?

August 22, 2022 By Nicole Heales

Life insurance can be valuable at various life stages, whether you’re young and single, starting a family or transitioning to retirement.  What is ... Read More

Financial Planning, Insurance, Lifestyle

Do I need insurance cover?

July 6, 2022 By Nicole Heales

“Do I really need this insurance?” It’s probably a question you’ve asked at some point when deciding whether to part with your money. But maybe the ... Read More

Financial Planning, Insurance, Lifestyle

Are you underinsured?

April 13, 2022 By Nicole Heales

Many Australians have a set and forget mentality when it comes to their life insurance. But it could result in not having enough cover when you need ... Read More

Financial Planning, Insurance

Everything you need to know about medical examinations for life insurance

March 16, 2022 By Nicole Heales

When you take out an insurance policy, the provider will determine how much you’ll be required to pay in premiums. This process, called ... Read More

Health and Wellbeing, Insurance, Lifestyle

Why should I see a financial planner?

November 29, 2021 By Nicole Heales

Financial planning is something more and more people are considering as a service they need to help them get the best from their finances and focus on ... Read More

Finances, Financial Planning, Insurance, Investment, Lifestyle

Don’t take super cover for granted

September 14, 2021 By Nicole Heales

Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some ... Read More

Health and Wellbeing, Insurance, Superannuation

Give your finances a shake out 

August 31, 2021 By Nicole Heales

Spring has arrived and with a new season comes an opportunity to shake out your finances. Let the decluttering of your finances begin! In the style ... Read More

Finances, Financial Planning, Insurance, Lifestyle, Money Management

Why life’s big milestones are a reason to check your life insurances 

June 18, 2021 By Nicole Heales

Traditionally, life’s big milestones were often summed up as getting married, buying a house, having a baby and later settling into retirement. And ... Read More

Financial Planning, Insurance, Lifestyle

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

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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

OUR LOCATION

15 Howard Street Beulah Park SA 5067
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?
  • Ten tips to outwit online scammers
  • 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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