Nicole Heales

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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

A guide to SMSF insurance and estate planning

February 29, 2024 By Nicole Heales

Making a decision about life insurance is an essential part of your self managed super fund’s investment strategy and can provide a valuable benefit ... Read More

Estate Planning, Financial Planning, Insurance, Superannuation

Want to earn more and keep your Age Pension?

February 19, 2024 By Nicole Heales

Many people continue, or even start, working once they’ve reached Age Pension age. This may be for social reasons, personal fulfilment or to maintain ... Read More

Finances, Financial Planning, Health and Wellbeing, Lifestyle, Retirement

The transfer balance cap – how does it work again?

February 19, 2024 By Nicole Heales

In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer ... Read More

Financial Planning, Retirement, Superannuation, Tax

As scams evolve, so can you

February 19, 2024 By Nicole Heales

As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for staying protected against some of the ... Read More

Finances, Lifestyle, 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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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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