In this episode, Laura chats with Kate Monserrate, founder of Simplify Consulting, who shares her journey of building a values-led consultancy through risk-taking, resilience, and a strong commitment to people and culture.
She reflects on personal challenges—including leaving an abusive relationship and navigating cancer treatment—and how these experiences shaped her mindset, driving her to lead with courage, prioritise wellbeing, and create a more inclusive workplace for women.
The conversation highlights the importance of bravery, adaptability, and continuous learning in a fast-changing industry, encouraging listeners to embrace discomfort, leverage their networks, and actively shape their careers and the future of financial services.
Kate Monserrate is an accomplished leader and experienced consultant with over 20 years’ experience in financial services helping businesses deliver and embed large scale transformational change across the value change from asset managers, technology and platform providers to administrators and advisor networks.
In 2014 Kate co-founded Simplify Consulting to deliver maximum value to clients including several key players within the wealth industry applying core values of simplicity, professionalism, and tenacious delivery.
Using her personal experience as a female leader and business owner, Kate understands and advocates for diversity and inclusion to break down barriers and promote fairness in workplace opportunities.
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