Nicole Heales

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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

Mortgage vs super: where should I put my extra money?

February 19, 2024 By Nicole Heales

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super? As with most financial decisions, it’s not a one ... Read More

Financial Planning, Investment, Money Management, Mortgage, Superannuation

What are the steps to investing?

January 29, 2024 By Nicole Heales

Want to invest but don’t know where to start? Here are five basic steps for investing. 1. Define your goals Taking the first step on your ... Read More

Financial Planning, 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 LOCATIONS

  • 15 Howard Street Beulah Park SA 5067
  • 315 Lady Gowrie Drive, Taperoo SA 5017

Mobile: 0417 167 024

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What’s news for you

  • Haven’t checked your super balance? Make sure you’re not missing out
  • Five simple steps to saving cash (while still having a life)
  • Women in super – 5 smart super tips at every stage of life
  • Downsizing your home? Understanding the downsizer contribution
  • Economists warn Middle East war to hit households through oil price spike but say fallout could be short lived
  • Australians putting finances first
  • Retiring in 2026? Four smart moves to protect your lifestyle
  • Losing a loved one

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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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