Nicole Heales

  • Why Nicole?
  • How I help you
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    • Debt Reduction and Mortgages
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ESG: Putting it all together and making decisions

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

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

Responsible and ethical investing

If you’d like your money to make a difference to the world as well as to your future, ethical investing may be for you.   Almost nine in 10 (89 per ... Read More

Investment

Some ways to use your tax refund for a stronger financial future

Whether you breeze through tax time or dread the extra admin, receiving a tax refund makes the effort worthwhile.   For many of us, getting a ... Read More

Financial Planning, Investment, Lifestyle, Money Management, Tax

The impact of COVID-19 and the property market

Economic uncertainty created by the COVID-19 pandemic has many Australians wondering if now is the time to invest in property. Let’s take a look at ... Read More

Investment, Mortgage, Mortgage Brokering

Market Insight – Staying the Course

While it can be hard to stay in the market when share prices plummet, now is not the time to panic. The COVID-19 (coronavirus) pandemic has ... Read More

Coronavirus COVID-19, Financial Planning, Investment

Get on top of your finances post COVID-19

As lockdown restrictions begin to ease Australia-wide, a new normal is emerging for businesses and employees. Here we explore the roadmap out of ... Read More

Coronavirus COVID-19, Finances, Financial Planning, Investment, Lifestyle, Money Management

Light at the end of the coronavirus tunnel – what does it mean for investors?

Introduction The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion. Some reports are hopeful of ... Read More

Coronavirus COVID-19, Finances, Investment

Market volatility and how it’s affecting your super

In recent weeks, investment markets around the world have experienced significant volatility as investors try to assess the impact of the coronavirus ... Read More

Coronavirus COVID-19, Financial Planning, Investment, Superannuation

How investors can respond to stock market shocks

If the threat of a large-scale outbreak of an infectious disease isn’t enough to worry about, the financial implications of coronavirus is also making ... Read More

Coronavirus COVID-19, Investment

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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

Level 14, 461 Bourke St Melbourne VIC 3000
Postal: P.O. Box 361, Balaclava VIC 3183
Mobile: 0417 167 024

Let’s Connect!

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What’s news for you

  • 2021 – A list of lists regarding the macro investment outlook
  • Creative holiday ideas to inspire you 
  • Five ways to shop a little smarter this Christmas  
  • The right times for financial advice  
  • Review of 2020, outlook for 2021 – from Pandemic to Recovery
  • ESG: Putting it all together and making decisions
  • Nine keys to successful investing
  • Responsible and ethical investing

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Nicole Heales 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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