Nicole Heales

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Estate Planning and SMSFs

May 16, 2025 By Nicole Heales

One of the main reasons an individual would use an SMSF is for estate planning as it can offer greater flexibility to beneficiaries than what is ... Read More

Estate Planning, Financial Planning, Investment, Superannuation

Spouse super contributions – what are the benefits?

May 16, 2025 By Nicole Heales

If your partner is earning a low income, working part-time, or currently unemployed, boosting their super could be a smart financial move for both of ... Read More

Financial Planning, Investment, Retirement, Superannuation

How to find your lost super

May 5, 2025 By Nicole Heales

Imagine finding thousands in super that you’ve lost track of. Here’s how you can check if you have any lost or unclaimed super. There are over ... Read More

Investment, Money Management, Retirement, Superannuation

Can I go back to work if I’ve already accessed my super?

May 5, 2025 By Nicole Heales

Generally, you can, but there may be other things to consider. When you access your super at retirement, depending on your age and personal ... Read More

Financial Planning, Lifestyle, Retirement, Superannuation

When can you access your super? 

March 30, 2025 By Nicole Heales

Super is only for when you retire, right? Well not quite. There are a few times in life when you might have a valid reason to get hold of some of your ... Read More

Finances, Financial Planning, Retirement, Superannuation

Seven secret financial habits of wealthy Australians you can copy

February 27, 2025 By Nicole Heales

Ever wondered how the wealthy manage their money and what they do differently from the average Australian? New research* from Colonial First State ... Read More

Financial Planning, Investment, Lifestyle, Superannuation

Financial strategies for women over 50

February 27, 2025 By Nicole Heales

Many women in their 50s are asking themselves: “How do I prepare for retirement without financial stress? Can I reduce my working hours or transition ... Read More

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

Insurance through super: everything you need to know 

January 30, 2025 By Nicole Heales

Did you know you can have insurance cover in your super fund?  If you have super, you might also have some automatic insurance cover.  It’s ... Read More

Financial Planning, Insurance, Superannuation, Tax

Five ways to fix the biggest financial mistake Aussies make 

January 30, 2025 By Nicole Heales

Two in five Australians say they are not on track to meet their long term financial goals, according to new research from Colonial First State (CFS)1. ... Read More

Financial Planning, Investment, Money Management, Superannuation

Misconceptions about super and taxes

December 2, 2024 By Nicole Heales

Many people have a good idea of what super is and how much of their money goes into it. But there are some gaps when it comes to the basics, such as ... Read More

Financial Planning, Investment, Superannuation, Tax

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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

  • Estate Planning and SMSFs
  • Protect yourself: Multi-factor authentication
  • Spouse super contributions – what are the benefits?
  • Am I too old to get a home loan?
  • 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

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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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