Nicole Heales

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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

Making downsizer contributions into super

July 7, 2023 By Nicole Heales

If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale ... Read More

Financial Planning, Investment, Retirement, Superannuation

EOFY 2022-23: Tax return checklist and tax tips

June 20, 2023 By Nicole Heales

To help you complete your tax return, including if you’ve been working from home, this checklist outlines income and expenses you need to disclose to ... Read More

Finances, Financial Planning, Insurance, Investment, Superannuation, Tax

Smart super strategies for this EOFY 2022/23

June 10, 2023 By Nicole Heales

With June 30 fast approaching, it’s time to start thinking about your super for another year. We’ve put together five smart strategies that may ... Read More

Financial Planning, Money Management, 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

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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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