There is no ‘I’ in team, teamwork makes the dream work, it takes two flints to make a fire, no man is an island, etc. We’ve all heard these cliches about teams over and over again, but popular sayings become popular for a reason.

 

Because really, what is a business without the team behind it? If you take away the people who do the doing and live and breathe our values, all you have left is a name and a logo. And a name and a logo won’t help you plan for the life you deserve. But you know who will? Our newest addition to the Metis Ireland team in Dublin, Kate Walley.

 

Kate joined us earlier this year as a Financial Planning Executive, which means that she is truly at the forefront of bringing your dreams to life. She’s fresh from a stint at a wealth management firm in Melbourne, Australia, so she’s still getting used to being the right way up now she’s back in the Northern Hemisphere. She’ll be getting to know you and your LifePlan inside and out. So, it only seems fair that you get to know her a little better, too.

 
 

Hello Kate! We’re so thrilled to have you on the team. You’ve spent a few months settling in, so now that you’ve got your bearings why don’t you start by telling us about the kind of work you do every day?

 

I’m thrilled to be here! In terms of my day-to-day, in short we essentially conduct a Financial Health Check of a client’s family’s financial situation and ensure that they’re set up to do what matters most to them.

 
 

That seems a very succinct summary! And we’re glad you mentioned the focus on ‘what matters most’ – it is really at the heart of everything we do. Now, we know you won’t have much to choose from yet, but what’s been your proudest moment at Metis Ireland so far?

 

It’s definitely got to be helping a client realise their financial goals and objectives and ensuring that they’re going to achieve these before retirement. It’s so rewarding being able to tell people that what they hoped would be possible is, in fact, totally achievable.

 
 

That’s the best part of the job, isn’t it? Telling someone their dream can actually be a reality. Do you have a quote or phrase that goes through life with you?

 

Yes, I do: “All great achievements require time” – Maya Angelou. Quick results are very rarely long-lived, you’ve got to put in the time if you really want to see payoff.

 
 

That’s absolutely true. Speaking of which: what’s in your Metis LifePlan?

 

It seems a cliche, but travel! More specifically, I would love to visit Japan and some more of South and Central America.

 
 

Nothing wrong with a cliche! Where is the most interesting place you’ve been so far?

 

Colombia is one of the most beautiful and interesting places I’ve ever visited and I hope to make it back there someday – Medellin in particular was incredible!

 
 

It’s a beautiful part of the world for sure. Kate, who is your hero and why?

 

It has to be Caroline Casey, who is a global advocate for diversity and inclusion and is so motivating to everyone. She always believed in herself and forged on regardless of the difficulties she faced and has become so successful and inspiring.

 
 

She’s an absolute trailblazer, what a brilliant hero to have.
Now, finally, if you could give your younger self one piece of advice what would it be?

 

Not to worry about what others think. It’s just a distraction from focusing on ‘you’.

 
 

Very, very wise words indeed. Kate, thanks a million for your time. It’s been a pleasure.

 
 

Disclaimer


Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.


All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts.