Nicole Heales

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What’s the best age to retire?

December 5, 2023 By Nicole Heales

There is no magic age at which to retire. But what’s important is to plan for a longer retirement than you may expect. This is in part because ... Read More

Financial Planning, Investment, Retirement, Superannuation

The importance of rebalancing

November 20, 2023 By Nicole Heales

Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your ... Read More

Financial Planning, Investment, Superannuation, Tax

Boosting confidence in retirement

November 6, 2023 By Nicole Heales

Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much ... Read More

Health and Wellbeing, Lifestyle, Retirement, Superannuation

Help your retirement funds last the distance

October 10, 2023 By Nicole Heales

Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and ... Read More

Financial Planning, Lifestyle, Retirement, Superannuation

How to upsize your super with a tax-free downsizer contribution

September 5, 2023 By Nicole Heales

Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your ... Read More

Financial Planning, Investment, Superannuation, Tax

More super for eligible employees from 1 July 2023

August 4, 2023 By Nicole Heales

Compulsory super contributions paid by employers went up in July. Here are 8 things you should know, including what it could mean for your take home ... Read More

Financial Planning, Investment, Retirement, Superannuation

How to get more from your 2023 tax return with super contributions

August 4, 2023 By Nicole Heales

How to get more from your 2023 tax return with super contributions We all want to make the most of our tax return each year. Did you know, other ... Read More

Financial Planning, Investment, Retirement, Superannuation, Tax

Why do you need superannuation?

August 4, 2023 By Nicole Heales

When you’re just starting out in the workforce, it’s easy to see superannuation as money that’s not quite yours. After all, if you’re focused on ... Read More

Financial Planning, Investment, Lifestyle, Money Management, Retirement, Superannuation

What causes market movements?

July 11, 2023 By Nicole Heales

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time ... Read More

Economy, Finances, Investment, Superannuation

What is the retirement age in Australia?

July 7, 2023 By Nicole Heales

When will you be ready to retire? There are two important ages you need to consider when thinking about retirement – preservation age when you are ... Read More

Financial Planning, Lifestyle, Retirement, Superannuation

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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
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  • 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

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  • When markets are volatile, it pays to stay invested
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  • 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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