Nicole Heales

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Do you know your Total Superannuation Balance (TSB)? You should! 

June 4, 2024 By Nicole Heales

The total superannuation balance or TSB was a significant change introduced as part of the Government’s superannuation reform package, taking effect ... Read More

Finances, Investment, Retirement, Superannuation

How women can future proof their wealth 

June 4, 2024 By Nicole Heales

Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small steps ... Read More

Finances, Financial Planning, Investment, Retirement

The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers

May 21, 2024 By Nicole Heales

The First Home Super Saver Scheme is a valuable initiative to help first time buyers overcome the challenges of entering the property ... Read More

Investment, Mortgage, Mortgage Brokering, News, Superannuation

A breakup is super hard – and can be hard on your super

April 29, 2024 By Nicole Heales

Love song dedications are out the window and you’re wondering how you’ll move forward, not to mention divide your money, possessions and debts. But ... Read More

Finances, Investment, Lifestyle, Superannuation

Maximising wealth together: Super contributions for your spouse

April 2, 2024 By Nicole Heales

Maximising super contributions for your spouse is a smart financial move that can benefit both your partner and your family's long-term financial ... Read More

Finances, Financial Planning, Investment, Lifestyle, Superannuation

Six easy steps women can take to improve their financial outcomes

March 11, 2024 By Nicole Heales

These empowering strategies can help women take bigger financial strides over the long term. International Women’s Day (IWD) is celebrated around ... Read More

Finances, Financial Planning, Investment, Money Management

Why women should take early financial steps

March 11, 2024 By Nicole Heales

Many women will need to do more to build up their super balances by the time they retire.  There’s a plethora of data showing women, on average, ... Read More

Finances, Financial Planning, Investment, Lifestyle, Money Management

Make your money work harder – pitfalls to avoid

February 29, 2024 By Nicole Heales

If there’s one rule of thumb for investors to remember, it’s that “if it looks too good to be true, it probably is.” Be aware The expression “a fool ... Read More

Finances, Financial Planning, Investment, Lifestyle, Money Management

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

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

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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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