Joined Equilibrium in 2007
I joined Equilibrium because I wanted to expand my knowledge into all aspects of financial planning and wealth management. I’m pleased I did, as I like the people, the forward-thinking attitude (and the holiday entitlement!).
I love working directly with clients and building good working relationships with them. I also enjoy working with Voyant, our financial planning software, and creating plans that show clients how they can achieve all their financial goals.
One of my successes has been in redesigning the valuation process, which enables us to get valuations sent out to clients faster and in a more client-friendly way. I also really enjoy training and coaching the team for us to be able to deliver a consistently excellent service to our clients. To find out more about our focus on professional development at Equilibrium, watch our video here to learn more about the different qualifications our team study.
Outside of work, travelling particularly South East Asia. Pilates, shopping, good food and wine!
I think Equilibrium is a great place to work as employees are treated as adults. Information is openly shared so that people feel involved and in the loop. We ask for people’s ideas and implement the good ones. People are treated fairly, praised where it is due and held accountable when they don’t deliver. I feel we have a culture where work life balance is important with the holiday package and flexibility around hours.