Nicole Heales

  • Why Nicole?
  • How I help you
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Creative holiday ideas to inspire you 

Planning a holiday gives you something to look forward to. Even if you’ve been able to maintain a kind of normal during Coronavirus, most people have ... Read More

Credit Cards, Financial Planning, Health and Wellbeing, Lifestyle

Review of 2020, outlook for 2021 – from Pandemic to Recovery

Key points   2020 was dominated by the Coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism, ... Read More

Coronavirus COVID-19, Finances, Financial Planning, Lifestyle

The growing physical, mental, and financial burden on carers 

Carers are an integral part of our community, providing unpaid care and support to family and friends with a disability, mental illness, chronic ... Read More

Finances, Health and Wellbeing, Lifestyle, Uncategorized

Taking control of your finances after a separation or divorce 

Going through a separation or divorce can be a stressful and emotionally charged time, particularly when it comes to conversations around shared ... Read More

Finances, Financial Planning, Lifestyle

Aussie’s saving for a rainy day instead of a holiday  

Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, ... Read More

Finances, Financial Planning, Lifestyle, Money Management

When your adult children become long-term residents in your home

There’s no question young people have been hit hard by the COVID-19 pandemic. From casual job losses to widespread hiring freezes, they’re on the ... Read More

Finances, Lifestyle, Money Management

The future of work – a new way of working

2020 will be the year that changed the way many people work. COVID-19 introduced both societal and organisational shifts, with businesses and their ... Read More

Coronavirus COVID-19, Lifestyle

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

Don’t let overspending be your undoing

Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a certain lifestyle is stretching your ... Read More

Finances, Financial Planning, Lifestyle, Money Management

Proactive steps to protect your mental health

Mental health is something we all need to work to protect and maintain. Having the right tools and techniques in your back pocket could leave you ... Read More

Health and Wellbeing, Lifestyle

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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

Adviser Profile | Financial Services Guide
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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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