Nicole Heales

Nicole Heales Financial

Platinum

18 Yrs Experience

Beulah Park, SA 5067

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As a financial adviser, I’ve found that many busy professional women feel frustrated because they know they’re not making the most of their money. Often, they don’t have a close relationship with a trusted adviser, which leaves them feeling uncertain about making well-informed decisions. My goal is to change that. I help women gain the knowledge, confidence, and support they need to make their money work for them, ultimately leading them to financial independence.

I’m passionate about getting you organised and back in control of your finances so you can build and protect your wealth while attaining real financial security. Together, we’ll take the time to understand what truly matters to you – your values, hopes, dreams, and how you feel about money. Then, we’ll create a tailored financial plan designed to put you on the path to financial freedom and prosperity. In our work together, you’ll feel empowered to take charge of your future, every step of the way.

As a single, independent woman, I cherish the freedom I’ve created for myself and I want to help you achieve that same financial resilience and independence. I know that to live your best life, understanding how money works and your relationship with it is crucial. I’ll help you realise your true potential and guide you on the path to financial wellbeing, ensuring that your financial future is secure, organised, and aligned with your life goals. Together, we’ll build the foundation for your financial freedom.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Borrowing
Tax Strategies
Growing Assets

If you are looking for a way to gain control of your money and your financial future, book in your complimentary 15 minute chat valued at $150 and receive my Creating Prosperity newsletter. Let's get started.

5.00 April 2025

My partner and I engaged Nicole to help us reach our goal of purchasing our first home. With two young children, one full time salary and one part-time salary, Nicole took the time to understand a holistic view of our current financials, challenges and our short and long-term goals. This was the first time we engaged an expert for help and Nicole ensured we were fully covered as a family and also advised us on life and income insurances, superannuation and wills, something we hadn't considered at the time and grateful it was bought to our attention! Importantly, Nicole was honest and realistic in her advice and what we could achieve, giving us a clear plan and steps to move forward so we could reach our goal.

5.00 April 2025

Nicole Heales has looked after myself and my partner's affairs for many years and her knowledge and experience is second to none! I always appreciate her honesty and advice and is fast acting. I always recommend Nicole to everyone I know needing help or assistance with their financial needs.

5.00 April 2025

Breaks down the financial jargon so we could understand it. Set up a managed fund for my niece, nephew and daughter. Help us with our mortgage without any hassles like our previous broker. Much more mortgage solutions than walking into a branch around offset accounts and lower annual costs. Gave me few great insights around maximising my super return and planning for the future.

Very good with my “dumb questions” and really settled my anxiety around finance and getting it right around investment, super contribution and a better rate on my home and investment loans.

5.00 April 2025

Nicole has been advising my partner and I for over 10 years now. Over that time, she's really helped us focus, consolidate and grow our superannuation, provided invaluable advice on insurance, loans, property, budgeting and generally helped us plan and keep our financial house in order. Always there with practical and empathetic advice, Nicole breaks it down and explains things clearly so we can understand and make the best choices going forward. She understands that we both have different financial styles and understanding, so has been able to tailor the information we need, including giving us a bit of tough love when we've needed it. Accessible, knowledgeable and just a delight, I look forward to our catch ups. I highly recommend Nicole to anyone.

5.00 April 2025

I had an excellent experience working with Nicole as my financial adviser. From the very beginning, she took the time to understand my financial goals, risk tolerance, and long-term plans. Her advice was tailored to my specific needs, and they explained complex financial concepts in a way that was easy to understand. One of the things I appreciated most was her flexibility with meetings. Whether I needed to meet in person, over the phone, or via video call, they always accommodated my schedule. Her willingness to adjust to my availability made financial planning much more convenient and stress-free. What also stood out was her transparency and honesty. I never felt pressured into any investment or financial decision. Instead, Nicole provided clear options, outlining both the potential risks and rewards. Her proactive approach to financial planning gave me confidence that my money was being managed wisely. Additionally, her responsiveness and attention to detail were exceptional. Whether I had a quick question or needed a more in-depth consultation, they were always available and eager to help. Their professionalism and dedication to my financial well-being were evident in every interaction. Thanks to Nicole, I feel much more secure about my financial future. I highly recommend her to anyone looking for a knowledgeable, trustworthy, and client-focused financial adviser.