Nicole Heales

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Investing: lessons from 2020 and the outlook for 2021

January 14, 2021 By Nicole Heales

Key Points:  2020 turned out far better for investors than was feared.  2021 is expected to provide solid returns and see a further rotation ... Read More

Finances, Financial Planning, Investment

Creative holiday ideas to inspire you 

December 15, 2020 By Nicole Heales

Planning a holiday gives you something to look forward to. Even if you’ve been able to maintain a kind of normal during Coronavirus, most people have ... Read More

Credit Cards, Financial Planning, Health and Wellbeing, Lifestyle

The right times for financial advice  

December 15, 2020 By Nicole Heales

COVID-19 has created uncertainty everywhere and impacted not just our health but our wealth too. From millennials to retirees, we’ve had to review our ... Read More

Finances, Financial Planning, Money Management

Review of 2020, outlook for 2021 – from Pandemic to Recovery

December 15, 2020 By Nicole Heales

Key points   2020 was dominated by the Coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism, ... Read More

Coronavirus COVID-19, Finances, Financial Planning, Lifestyle

ESG: Putting it all together and making decisions

December 1, 2020 By Nicole Heales

We already know there are a growing number of socially-focused investors pushing for more choice and control over their investments. Interest in ... Read More

Financial Planning, Investment

Nine keys to successful investing

November 15, 2020 By Nicole Heales

Introduction  As an investor, it’s very easy to get thrown off by the ever-present worry list surrounding investment markets that relate to ... Read More

Financial Planning, Investment, Superannuation

What is insurance through superannuation?  

November 11, 2020 By Nicole Heales

Insurance through superannuation involves paying life insurance, and other types of insurance, via your superannuation fund. It can be a ... Read More

Finances, Insurance, Superannuation

Taking control of your finances after a separation or divorce 

November 11, 2020 By Nicole Heales

Going through a separation or divorce can be a stressful and emotionally charged time, particularly when it comes to conversations around shared ... Read More

Finances, Financial Planning, Lifestyle

Where do we stand with our finances since COVID hit? 

November 11, 2020 By Nicole Heales

Everyone in Australia has been affected by the COVID pandemic to some degree. With disruption to our work and social lives, it’s one of the biggest ... Read More

Coronavirus COVID-19, Finances, Financial Planning, Superannuation

Aussie’s saving for a rainy day instead of a holiday  

November 11, 2020 By Nicole Heales

Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, ... 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

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15 Howard Street Beulah Park SA 5067
Mobile: 0417 167 024

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What’s news for you

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  • How worried should I be about running out of money when I stop working? 
  • When you need a Will and who can help 
  • Five life insurance myths debunked  

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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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