As the end of the year approaches, it always seems to catch us by surprise. We hope you’ve had a healthy and successful 2024. At Insight Wealth, it’s been a pleasure working with you, and we are grateful for your continued trust.
Holiday Closure Notice
Our team, including Simon, Tabitha, Tegan, Kate, Josh, and the entire Insight Wealth family, will be taking a well-deserved break during our annual closure period. We will close at 12 pm on Friday, December 20th, and reopen on Monday, January 6th, 2025.
Reflecting on 2024: A Year of Growth and Achievement
It’s been a rewarding year at Insight Wealth, marked by professional recognition and outstanding achievements.
- Simon Tworek and Tabitha Tworek were honoured to lead our adviser team to Queenstown for the GPS Wealth Conference.
- Simon was awarded Adviser of the Year 2024, a testament to his dedication to excellence.
- Tabitha received the Professionalism Dedication Award, reflecting her unwavering commitment to her clients and the profession.
- Tegan Delmoro was a finalist for the Client Outcome Award for the second year in a row, highlighting her ongoing impact on client success.
- Our team was also proud to be a finalist for Advice Practice of the Year 2024.
Insights from the Team
Kate McArthur reflects: “As we look back on the year, it’s encouraging to see markets demonstrating positive momentum and growth. Despite the challenges, global markets rallied strongly in recent months, delivering rewarding outcomes for our clients’ portfolios.”
This year’s strong performance highlights the importance of maintaining a diversified strategy and trusting in long-term investments. At Insight, we remain committed to guiding you through all market conditions, whether during periods of growth or moments of volatility.
Tabitha adds: “While this year has been exceptional, it’s important to remember that moderation is a natural part of market cycles. Double-digit returns aren’t sustainable forever, but we’ll savour this moment of strong performance.”
Welcoming Growth and Celebrating Milestones
- In 2023, we welcomed Kate McArthur and Laura Bastian to our team. Kate expresses her gratitude: “I’m thankful for the trust and opportunities that have made this journey so rewarding for both our clients and our team.”
- We celebrated Tegan Delmoro’s five-year anniversary with Insight Wealth. Her professionalism and industry recognition continue to inspire us.
- Congratulations to Josh McCall on starting his Professional Year candidacy as a Financial Adviser. We look forward to supporting his growth in the years ahead.
- Our Practice Manager, Jordan Porter, marked a decade with Insight Wealth. In November, she and her husband, Lachlan, welcomed their first child, a son, Lawson.
This year, we also expanded our team, welcoming Alex Gerdsen, Kirrily Emmet, Meagan Stephens, and Jayde Smith. Their contributions have strengthened our ability to serve you better.
Season’s Greetings
May this Christmas season bring you moments of peace, joy, and togetherness with your loved ones. Take the time to relax, recharge, and reflect on the successes of the past year. We look forward to partnering with you in 2025 for continued growth and prosperity.
Warmest wishes,
The Insight Wealth Team