Tim Latham
Financial Planner

Joined Equilibrium in 2015

I joined Equilibrium because of it’s reputation in the financial services industry. It was really important for me to find a firm that shares my passion in helping clients achieve their goals in life and this is best highlighted by Equilibrium’s purpose – ‘To Make People’s Lives Better’

After gaining significant experience as a Client Manager, I applied for the Equilibrium Adviser Academy and was thrilled to be selected for the process. I learnt a great deal from my time in the programme, and in 2019 I was promoted to Financial Planner.

I enjoy working with the clients that we strive to make a positive difference for and the friendly atmosphere that we have here at Equilibrium.

When I’m not at work, I enjoy spending time with my friends and playing sports – you can usually find me kicking a ball around somewhere or on a golf course.

What clients say about Tim:

Tim and Paul came to our house to make fitting the meeting into our schedule easier, this was very much appreciated. The guys were very well prepared and took the time to understand our needs and challenges before the meeting, making the most use of the time together. They were able to give us excellent, understandable advice that was tailored perfectly to meet our needs. The plans that are in place and the service from Paul and Tim gives us total confidence in Equilibrium and our financial situation.