Nicole Heales

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What are the steps to investing?

July 7, 2023 By Nicole Heales

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

Finances, Financial Planning, Investment, Money Management

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

10 ways to boost your super savings

June 6, 2023 By Nicole Heales

Many of us turn a bit of a blind eye to super. We know it’s there and we know it’s ours. We just hope or think, it’ll be enough when the time comes. ... Read More

Financial Planning, Investment, Superannuation

How pausing contributions can add up

May 4, 2023 By Nicole Heales

The Australian share market rose just under 1.9 per cent in the March quarter – hardly an earth-shattering return, but a positive one ... Read More

Investment, Retirement, Superannuation

Understanding different investment styles

May 4, 2023 By Nicole Heales

When it comes to investing, there’s no one size fits all strategy that can assure success but there are some different investment styles that could ... Read More

Economy, Financial Planning, Investment

What to consider when choosing an investment option?

April 14, 2023 By Nicole Heales

Choose investments that are right for you. When it comes to choosing an investment option when you join a super fund, there are several key ... Read More

Economy, Finances, Financial Planning, Investment, Lifestyle, Money Management

What is a good return?

March 12, 2023 By Nicole Heales

Investment inflows into bonds are on the rise, and it’s easy to understand why they make sense for income, capital growth and diversification. Most ... Read More

Financial Planning, Investment, Lifestyle, Money Management, Retirement

How do share markets work?

March 3, 2023 By Nicole Heales

There are many asset classes you can invest in and shares are just one type that you might find in an investment portfolio. But what are shares and ... Read More

Economy, Investment

The benefits of reinvesting your income distributions

March 1, 2023 By Nicole Heales

Reinvesting the income distributions you receive from an ETF or managed fund can make a huge difference to your investment returns over ... 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

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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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