Nicole Heales

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5 tips for managing your SMSF

February 19, 2024 By Nicole Heales

Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this ... Read More

Investment, Retirement, Superannuation, Tax

Mortgage vs super: where should I put my extra money?

February 19, 2024 By Nicole Heales

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super? As with most financial decisions, it’s not a one ... Read More

Financial Planning, Investment, Money Management, Mortgage, Superannuation

What are the steps to investing?

January 29, 2024 By Nicole Heales

Want to invest but don’t know where to start? Here are five basic steps for investing. 1. Define your goals Taking the first step on your ... Read More

Financial Planning, Investment

How to give your finances a health check

January 29, 2024 By Nicole Heales

How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of your financial future ... Read More

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

Getting smart about savings

January 29, 2024 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, Lifestyle, Money Management

How much super should you have at your age?

January 29, 2024 By Nicole Heales

Your super balance will most likely play a big part in how comfortably you live in retirement. But depending on how far off retirement is for you, it ... Read More

Finances, Financial Planning, Retirement, Superannuation

50/30/20 budgeting strategy

January 29, 2024 By Nicole Heales

Having a budget can help you stay on top of bills, pay off debt and save for long or short-term goals. There are many ways to go about it. One ... Read More

Finances, Financial Planning, 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

OUR LOCATIONS

  • 15 Howard Street Beulah Park SA 5067
  • 315 Lady Gowrie Drive, Taperoo SA 5017

Mobile: 0417 167 024

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What’s news for you

  • Economists warn Middle East war to hit households through oil price spike but say fallout could be short lived
  • Australians putting finances first
  • Retiring in 2026? Four smart moves to protect your lifestyle
  • Losing a loved one
  • Ten things to know before gifting wealth
  • Five financial steps for the year ahead
  • How to create a retirement plan
  • Your digital life after you die – how to protect your memories, money and identity

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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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