It’s been a wonderful year at Insight Wealth Planning, and we want to thank you for allowing us to walk alongside you as we navigate the ever-changing financial landscape together. Your trust and partnership continue to motivate everything we do.
A Year of Growth and Connection
Tab and Simon reflected on 2025, sharing:
“We’ve welcomed new team members—Michael Melksham, Samantha Semple, and adviser Dean Watts—and celebrated the return of Jordan Porter from parental leave. We also supported team members Laura Bastian and Kirrily Emmett as they took parental leave this year.”
This year also marked the beginning of an important new community partnership.
“We’re proud to have commenced a partnership with the Mark Hughes Foundation, providing pro bono financial planning to patients and families facing the challenges of brain cancer.” Tegan commented that “ this has been such meaningful work to be a part of”.
Our ongoing commitment to community involvement remains strong. We’ve continued our support for local groups including the John Hunter Children’s Hospital Volunteer Program, the Newcastle Jets, and several other organisations throughout the year—connections we deeply value.
Market Reflections from the Insight Team
Josh McCall shared:
“Markets overall have been kind again this year, though certainly not without some bumpiness. Looking ahead, that volatility is likely to stick around. Still, there’s potential for a Santa rally to give the year a positive finish, and the medium- to long-term outlook remains healthy despite global uncertainties.”
Kate McArthur noted:
“We expected some volatility flowing from international political and financial events. While we certainly saw that at times, overall the market has produced positive returns despite these pockets of turbulence.”
And adviser Dean Watts added:
“Markets started the year rocky with tariff news, then lifted on rate cuts, easing inflation and optimism. But don’t be fooled—valuations are stretched, and global risks remain. Diversification continues to be key. Trying to outsmart the market is like paddling against the ocean—you’ll tire out and get nowhere. As Templeton said, ‘The four most dangerous words in investing are: this time it’s different.’”
Holiday Closure
Our office will close for the holiday break from midday Friday, 19 December 2025, and will reopen for the new year on Monday, 5 January 2026.
Warm Wishes from the Insight Team
From our team to you and your family, we wish you a very Merry Christmas and a safe and joyful festive season. We hope the break offers time to connect with loved ones, unwind after a busy year, and step into 2026 refreshed.
Thank you for another fantastic year. We look forward to continuing the journey with you, riding the waves wisely together.