Nicole Heales

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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

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

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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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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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