Nicole Heales

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15 common sense tips to help manage your finances

August 4, 2023 By Nicole Heales

Get started with these key common sense tips to take control of your finances: Shop around We often shop around to get the best deal when it ... Read More

Debt, Finances, Financial Planning, Lifestyle, Money Management, Mortgage

Why do you need superannuation?

August 4, 2023 By Nicole Heales

When you’re just starting out in the workforce, it’s easy to see superannuation as money that’s not quite yours. After all, if you’re focused on ... Read More

Financial Planning, Investment, Lifestyle, Money Management, Retirement, Superannuation

Saving tips: Creating an effective budget for FY24

July 21, 2023 By Nicole Heales

With the new financial year looking to be another challenging period of cost-of-living pressures and higher interest rates, a finance broker can show ... Read More

Finances, Mortgage, Mortgage Brokering

5 steps to better financial goals

July 20, 2023 By Nicole Heales

Everyone has financial goals. Maybe you want to pay off your mortgage early, stop relying on your credit cards, or go on an amazing overseas holiday. ... Read More

Finances, Financial Planning, Lifestyle, Money Management

What to expect when making a life insurance claim

July 15, 2023 By Nicole Heales

If your health ever takes a turn for the worse, you may need to make a claim on your life insurance. Here’s a summary of how the claims process works ... Read More

Health and Wellbeing, Insurance, Lifestyle

What causes market movements?

July 11, 2023 By Nicole Heales

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time ... Read More

Economy, Finances, Investment, Superannuation

Reasons to review your existing home loan

July 11, 2023 By Nicole Heales

It never pays to be complacent when it comes to your finances and setting and forgetting your home loan can be costing you money. ‘Should I review ... Read More

Finances, Lifestyle, Mortgage, Mortgage Brokering

What is the retirement age in Australia?

July 7, 2023 By Nicole Heales

When will you be ready to retire? There are two important ages you need to consider when thinking about retirement – preservation age when you are ... Read More

Financial Planning, Lifestyle, Retirement, Superannuation

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

Protect yourself against romance scams

July 7, 2023 By Nicole Heales

Dating and romance scams are very destructive – both financially and emotionally. Don’t let them break your heart or wallet. Stay one step ahead of ... Read More

Finances, 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

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What’s news for you

  • Three ways to plan for your 30s
  • How to find your lost super
  • Can I go back to work if I’ve already accessed my super?
  • Ten tips to outwit online scammers
  • When markets are volatile, it pays to stay invested
  • When can you access your super? 
  • 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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