Nicole Heales

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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

Should you fix your home loan?

November 20, 2023 By Nicole Heales

Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and certainty ... Read More

Economy, Financial Planning, Investment, Mortgage, Mortgage Brokering

What is gazumping and how to prevent it happening to you

November 6, 2023 By Nicole Heales

Picture the scene. You’ve found your dream home—a short stroll to the local schools, close to a leafy park to walk the dog and on a quiet ... Read More

Investment, Money Management, Mortgage, Mortgage Brokering

How to invest responsibly and ethically

October 10, 2023 By Nicole Heales

If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) ... Read More

Economy, Investment, Lifestyle

An investment gift for growing children

October 10, 2023 By Nicole Heales

Investing for your kids is a long-lasting investment in their future. Buying meaningful gifts for children can be challenging sometimes. So, what ... Read More

Finances, Financial Planning, Investment, Lifestyle

Understanding your investment options

September 19, 2023 By Nicole Heales

understanding your investment options

Investing is full of jargon and technical terms, making getting started or managing your investments seem intimidating. Here are some of the key terms ... Read More

Financial Planning, Investment, Lifestyle

When you need a will and who can help

September 5, 2023 By Nicole Heales

Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes ... Read More

Estate Planning, Investment, Lifestyle

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

Buying your first home? Here’s how life insurance could protect it

August 11, 2023 By Nicole Heales

Buying your first home is a huge achievement — one you should be proud of, and one that’s worth protecting. Life insurance can safeguard your new home ... Read More

Finances, Insurance, Investment, Mortgage, Mortgage Brokering

How regular investments turned $1,000 into $775,000

August 11, 2023 By Nicole Heales

A simple ongoing investment strategy can deliver substantial returns over the long term. The Australian share market, when measured by the broad ... Read More

Economy, Finances, Financial Planning, Investment, Money Management

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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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What’s news for you

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