Nicole Heales

  • Why Nicole?
  • How I help you
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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

Where do we stand with our finances since COVID hit? 

Everyone in Australia has been affected by the COVID pandemic to some degree. With disruption to our work and social lives, it’s one of the biggest ... Read More

Coronavirus COVID-19, Finances, Financial Planning, Superannuation

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

Why you need a will

It’s no wonder people tend to avoid making a Will. We can find it hard to face the fact that death is part of our future and that there may be a time ... Read More

Estate Planning, Financial Planning

How to keep your super safe during COVID-19

If you’re feeling concerned about how the pandemic will affect your super balance, here are our tips to help protect and grow your super. What can ... Read More

Coronavirus COVID-19, Financial Planning, Superannuation

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

Overview

The COVID-19 pandemic has had a profound impact on Australia’s health system, community and economy. The Government has provided $257 billion in ... Read More

Finances, News, Superannuation, Tax

Superannuation 101: Your guide to a happy retirement 

Superannuation is a handy way of saving for retirement, so that you’ll have an income to live on once you’re no longer working.  Your employer must ... Read More

Financial Planning, Retirement, Superannuation

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

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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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